Jedox Finance

APRIL 21, 2020

Assets with strong fundamentals and low valuations create openings to new markets. Frequent structured communication on performance benchmarks and earning multiples, maintains investor confidence and stability. Many businesses are unprepared. Swift changes are forcing management to rethink operating models.

Benchmarking 52

Benchmarking Valuation Communication Planning 52

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? Well, I’m not forecasting another 20% down, but I do think we could go down 5% or 10%. I can’t imagine the present occupant of the White House is happy with that sort of inflation forecast. How do you track performance?

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

The Finance Weekly

MARCH 5, 2024

P,roductivity The last few years have seen significant advancements in productivity solutions, such as ,, Monday and ,, ControlUP , whose stock valuations have soared. They facilitate more accurate forecasting, budgeting, and scenario planning, enabling finance teams to make informed decisions swiftly and with greater precision.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

Musings on Markets

AUGUST 15, 2023

After the rating downgrade, my mailbox was inundated with questions of what this action meant for investing, in general, and for corporate finance and valuation practice, in particular, and this post is my attempt to answer them all with one post.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. a year, way over both. It’s in the top 1% of its peers. Morningstar five star gold rated.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

AUGUST 29, 2023

They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

FEBRUARY 13, 2023

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

MAY 21, 2024

When all the experts and forecasts agree, something else is gonna happen. So, so given this, how do you draw a price target or a market forecast from, here’s the average of all the Wall Street strategists, let’s say it’s plus 8%. And one of the worst performing factors has been valuation. That’s right.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

MARCH 14, 2023

Everybody wants to sell a company when they get a good valuation. Obviously, profits, very important to company valuation — BERNSTEIN: Absolutely. The other thing we do, Barry, is we group valuation as a sentiment indicator. So we do a lot of valuation work. So you can see how the forecasts are there.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

Barry Ritholtz

DECEMBER 16, 2024

Financial Times ) A high P/E is not a stock market sell signal : Valuation is a terrible stock market timing tool. A Wealth of Common Sense ) An Uncertain Future Requires Uncertain Prediction Skills : Forecasting is both art and science, linking on both rigor and luckbut you can develop a mindset that anticipates and plans ahead.

Benchmarking 52

Benchmarking Valuation Forecasting Investments 52

Barry Ritholtz

NOVEMBER 25, 2024

00:21:21 [Speaker Changed] So this story came out that, oh, value is defensive because it has this valuation buffer to it 00:21:28 [Speaker Changed] In that one example. Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. So I think, you know, one of the problems I think you, you have is that the Fed Reserve does publish a forecast, the Summary of economic projections, which is the forecast of all the 19 FMC participants.

Treasury 59

Treasury Marketing Banking Economics 59