Musings on Markets

AUGUST 19, 2024

Not surprisingly, the operating metrics change as companies age, with high revenue growth accompanied by big losses (from work-in-progress business models) and large reinvestment needs (to delivery future growth) in early-stage companies to large profits and free cash flows in the mature phase to stresses on growth and margins in decline.

Corporate Finance 121

Corporate Finance Valuation Investments Finance 121

Barry Ritholtz

FEBRUARY 21, 2023

And you know, just simple things like, hey, the value of tax loss harvesting, how do you make that apparent to people? BUCKLEY: Well, the way we’re built, being client owned, it’s the way we return profits to our clients. You know, we’ve had been lucky, it’s been very profitable year after year.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Musings on Markets

MARCH 8, 2023

The dividend principle, which is the focus of this post is built on a very simple principle, which is that if a company is unable to find investments that make returns that meet its hurdle rate thresholds, it should return cash back to the owners in that business.

Hurdle Rate 102

Hurdle Rate Corporate Finance Investments Finance 102