CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. The key point is that firm owners can use benchmarking data to better understand how they can improve their business. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses. Review the credit terms you extend to customers and suppliers, and benchmark your trade terms against the rest of your industry.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

PYMNTS

NOVEMBER 6, 2019

Both were largely invested in by SoftBank, received early money from Benchmark Capital and both have operating losses of more than $1 billion a year. He said those pressures have forced the rideshare company to perform better, and that the company expects to see an EBITDA profit by the year 2021.

Profit and Loss 40

Profit and Loss Benchmarking Investments Marketing 40

Barry Ritholtz

DECEMBER 12, 2023

New York Times ) see also Retailers Lobby: “We Lied About Organized Theft” The claim that organized retail crime accounted for “nearly half” of inventory losses was false, but it’s also an indictment of modern media. Wired ) • Greedflation: corporate profiteering ‘significantly’ boosted global prices, study shows.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Retail 52

Barry Ritholtz

FEBRUARY 17, 2025

But when you look at emerging markets and when you look at value, the opportunity for alpha is much, much greater than it is in traditional large cap growth stocks in the US And a lot of managers in that space actually beat their benchmark. So value, growth and core has outperformed the benchmark or passive strategies over the last decade.

Investments 59

Investments Economics Marketing Benchmarking 59

PYMNTS

FEBRUARY 28, 2020

The total financial damage from the leak is still being tallied, but the loss of trust experience by Desjardins’ members cannot be easily undone. The breach resulted in more than $5 million in losses, but the damage done to CU members’ trust was incalculable. Problems outside CUs’ control can affect members’ faith in their FIs, too.

Profit and Loss 52

Profit and Loss Securities Benchmarking Nonprofit 52

PYMNTS

JANUARY 10, 2020

There’s an old business maxim that goes something like this: You cannot cut your way to profitability. With the July-to-September quarter representing the first quarterly loss in 14 years, tied to WeWork and Uber (where the fund reported a total $8.9 billion loss), more bumps may lie ahead. Some Struggles.

Profit and Loss 52

Profit and Loss Construction Startups Investments 52

CFO News Room

NOVEMBER 28, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. From there, the advisor can help analyze other factors, such as assessing the potential benefits of tax-loss or capital-gains harvesting or projecting the value of Roth conversions.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 7, 2022

Disclosing whether or not the reinvestment of dividends or other earnings is reflected, along with the possibility of loss, should be included in nearly all advertisements, including gross/net performance. If a presentation of gross performance does not reflect the deduction of transaction fees and expenses.

Advertising 130

Advertising Marketing Communication Compliance 130

CFO News Room

DECEMBER 3, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. by being able to tax-loss harvest positions within the account), and advisors receive a fee in return. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Communication 130

Communication Investments Planning Marketing 130

PYMNTS

JUNE 1, 2017

Imagine my surprise when the manager told me, “It’s not our problem, and I don’t want to fix this because it hurts my store’s profitability.”. Our clients improved their loss ratios by 1.9 I went to the big box retailer’s location near where the flat occurred to get it fixed under the warranty. PYMNTS: What has been the biggest hurdle?

Profit and Loss 40

Profit and Loss Benchmarking Education Technology 40

Planful

OCTOBER 5, 2021

In his perspective on Ventana’s 2019 benchmark research on the Office of Finance , Kugel noted that for the first time in 15 years, companies showed significant improvement in month-end close times. Reducing the length of the month-end close in any meaningful way depends on automation.

Financial Planning and Analysis (FP&A) 40

Financial Planning and Analysis (FP&A) Finance Profit and Loss Benchmarking 40

Barry Ritholtz

JUNE 7, 2023

When you’re down 40 percent on average, it’s a huge loss to the industry. More than 50 percent of total losses in two in 2022 came from long short equity funds and half of hedge fund liquidations came from long short equity funds. They appreciate you cutting your losses. Maverick 14 billion. 130 billion.

Investments 110

Investments Concentration Profit and Loss Economics 110

Barry Ritholtz

SEPTEMBER 12, 2022

The next question that you alluded to, which is really interesting about revenue and profits, how solid in inflation hedge are equities? Revenues seem to be unaffected, profits have been pretty strong, and companies have shown a pretty solid ability to pass along input cost to the — to ultimately to the consumer. RITHOLTZ: Right.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

FEBRUARY 21, 2023

And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? BUCKLEY: Oh, how about 2? RITHOLTZ: Okay.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Barry Ritholtz

AUGUST 29, 2022

And this is part of the story I was so fascinated with was why would someone set-up a company where they deliberately turn over all the future profits to the — to the people? BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. I run it at a loss. It’s unique.

Profit and Loss 69

Profit and Loss Marketing Investments Benchmarking 69

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. So the actual source of profitability in that trade is not the level of the vix, but the shape of the vol surface. It would go up, it should go up. This was a giant win.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. And they go on longer and longer and obviously more profitable for the states that run the lottery. That’s the $2 that the lottery is worth for me. For 50 years.

Investments 52

Investments Valuation Numbers Math 52

Barry Ritholtz

OCTOBER 21, 2024

Their benchmarks were down. I had no money back in 87, but certainly, you know, some of the managing directors and other people that had some money, they, they made quite a, quite a bit of of profits on, on some of the left for dead Microsoft and others that were just, you know, sold to very low levels as 00:06:28 [Speaker Changed] Opposed.

Investments 59

Investments Numbers Marketing Leverage 59

Global Finance

MAY 8, 2024

Lending rates followed central bank tightening moves, while deposit rates lagged; and across the region, there were some record profits. In Japan, profits at the country’s five most prominent banking groups leapt 56% to a record ¥2 trillion (about $12.6 billion after-tax profit versus $8.3 of E.Sun’s overall profit.

Banking 52

Banking Profit and Loss Construction Retail 52

Global Finance

OCTOBER 10, 2024

The CBB cut its one-week deposit rate to 5.75% in September after the Fed reduced its benchmark rate, and the overnight deposit rate to 5.5%. In June, it left the benchmark policy rate unchanged at 5% for the fifth time in a row, forecasting that inflation across the region will dip to a still high 3.9% in the first quarter.

Benchmarking 75

Benchmarking Economics Currencies Banking 75

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. They announced a $640 million loss and ouch. So it leads to the question, what’s the secret to this longstanding outperformance against all benchmarks and, and all passive measures?

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate. But what if government securities are viewed as risky?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

Barry Ritholtz

DECEMBER 7, 2023

New York Times ) • Spotify Is Screwed : Spotify is the world’s biggest music streamer but rarely turns a profit and just cut 17 percent of its workforce. retailers retracted its claim that “organized retail crime” accounted for nearly half of all inventory losses in 2021 after finding that incorrect data was used for its analysis.

Profit and Loss 95

Profit and Loss Benchmarking Retail Securities 95

Barry Ritholtz

JULY 24, 2023

In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. The AI boom is coming at the right time where you could see wages, profits rising simultaneously where inflation is relatively contained. Let me explain.

Marketing 52

Marketing Construction Valuation Investments 52

PYMNTS

APRIL 18, 2018

Canadian businesses have focused on financial health, making sure balance sheets and PNLs [profits and losses] are in good shape,” he continued, adding that PayNet’s latest analysis shouldn’t alarm investors or entrepreneurs just yet.

Marketing 40

Marketing Profit and Loss Benchmarking Currencies 40

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was relatively, I wouldn’t say straightforward because I don’t think generating consistent profits has ever been something that’s so straightforward or so easy. And it’s always going to expect to lose some of those profits when the trend reverses, but still end up capturing the meat of the trend.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Investments 122

PYMNTS

FEBRUARY 10, 2019

Deutsche Bank is now paying the highest financing rates on the euro debt market as compared to other major financial institutions, which could lead to a loss of transactions with some of its biggest clients. billion in debt, paying 180 basis points over the benchmark for a two-year bond. Last week, the bank sold €3.6

Profit and Loss 49

Profit and Loss Benchmarking Finance Banking 49

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

Musings on Markets

OCTOBER 28, 2024

As companies mature, with business models delivering profits and reinvestment needs declining, it is not surprising the companies look outward, with acquisitions often entering the equation. Thus, for foundations and perhaps even some endowment funds, investing green with as little loss in returns as possible becomes the mission statement.

Investments 68

Investments Profit and Loss Benchmarking Accounting 68

Barry Ritholtz

JANUARY 14, 2025

And if they make sure that there’s not gonna be massive losses at different tables on the same night, same weekend, same month, over time, they will just, just statistically accrue profits in a, in a more consistent manner. And the actual p and l that you can generate profit loss you can generate is small, valid for that effort.

Investments 59

Investments Finance Profit and Loss Numbers 59

Barry Ritholtz

NOVEMBER 25, 2024

Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. That gold in this example needs to outperform to have that portfolio or at least keep up with over the long run for that portfolio to not under underperform the benchmark.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

OCTOBER 28, 2024

00:11:35 [Speaker Changed] I mean, I couldn’t wish for better shareholding group because with AEOs we got a, a tremendous powerhouse behind us, a very financially profitable organization. And when you’re doing it without it, without it, it the form it is quite a good benchmark. How do you cope with that loss of talent?

Investments 59

Investments Profit and Loss Numbers Entertainment 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. And so you had a situation where you could take big positions in the euro dollar market, affect the price and the cash market and actually make a profit. 00:15:34 [Speaker Changed] Huh. Ma makes a lot of sense.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

JANUARY 31, 2023

Everything, it lagged inflation; it lagged the stock market; it lagged corporate profits; it lagged C-suite compensation. And I mean, you know, we had like five or six months of job losses, even as gas prices were going up. And so that should be a reasonably healthy backdrop for corporate profits. DUTTA: Sure. RITHOLTZ: Sure.

Economics 59

Economics Marketing Manufacturing Profit and Loss 59

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? 00:16:40 So there was a way to judge yourself.

Marketing 112

Marketing Banking Treasury Profit and Loss 112