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

Musings on Markets

DECEMBER 2, 2020

Setting the Table As with any valuation, the first step in valuing Airbnb is trying to understand its history and its business model, including how it has navigated the economic consequences of the COVID. In addition, growth in the experiences business will also push this metric upwards, since Airbnb keeps a 20% share of those revenues.

Profit and Loss 52

Profit and Loss Valuation Numbers Investments 52

PYMNTS

FEBRUARY 8, 2019

Grubhub reported a net loss of $5.2 DoorDash raised $250 million in new funding in 2018 and quadrupled its valuation to $4 billion. The pressure to keep up is borne out by Grubhub’s marketing budget for the quarter — The company said it spent $69.9 Grubhub shares dropped 21 percent and hit a two-year low. By The Numbers.

Profit and Loss 40

Profit and Loss Forecasting Valuation Budgeting 40

Cube Software

MAY 11, 2023

Pro forma income statement The income statement (also known as the profit & loss or P&L statement) mainly evaluates revenue and operating expenses, along with other metrics related to each like cost of goods sold (COGS) or net income. Other use cases include budgeting and analyzing mergers and acquisitions.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. A review of financial planning actions, from tax-loss harvesting to charitable giving, that have a December 31 deadline. He can be reached at [email protected].

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Securities 130

CFO News Room

NOVEMBER 5, 2022

While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Enjoy the ‘light’ reading! Author: Adam Van Deusen. Team Kitces. He can be reached at [email protected].

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

Barry Ritholtz

MARCH 21, 2023

Everything was the same except, Chicago had in its budget to give me money for airfare to go visit. ASNESS: Some of the things like betting against beta, quality or profitability, carry strategies were additions over time. But plenty of valuation measures, it has no applicability for price-to-sales. RITHOLTZ: Yeah.

Profit and Loss 69

Profit and Loss Valuation Forecasting Investments 69

Barry Ritholtz

FEBRUARY 20, 2024

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. The 2010s fed rates were essentially zero the whole time, and yet we couldn’t get CPI to budget above 2% the whole decade following the financial crisis.

Treasury 59

Treasury Marketing Banking Economics 59

Barry Ritholtz

JUNE 3, 2024

Now you have to assume some losses. Barry Ritholtz : And these bonds are still profitable Jeffrey Sherman : And they don’t break, like they, they don’t, they don’t, they don’t lose money, especially at 50 cents on dollar. And you know, it’s the same thing when valuation gets outta control too.

Math 59

Math Marketing Treasury Valuation 59