Communication Concentration Valuation 
Musings on Markets
OCTOBER 6, 2023
The resulting debate among accountants about how to bring intangibles on to the books has spilled over into valuation practice, and many appraisers and analysts are wrongly, in my view, letting the accounting debate affect how they value companies.
E78 Partners
JANUARY 5, 2024
Engage Third Parties Early: Engage valuation firms and appraisers early in the process, as these experts can help support audit preparation and reduce hassles later on. Additionally, remember to tackle valuation early and reach out to auditors for guidance on non-recurring or unusual transactions.
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Musings on Markets
OCTOBER 4, 2023
Looking across the risk capital metrics, notwithstanding the recovery we have seen in equities this year, it looks like risk capital is still on the side lines, perhaps because that recovery is concentrated in large and money-making companies. YouTube Video Spreadsheets Intrinsic Valuation of the S&P 500 Spreadsheet
CFO News Room
DECEMBER 5, 2022
As a result, the ‘traditional’ valuation of an advisory firm wasn’t really 2X revenue; it was 6-8X profits, and when advisory firms can run 25% to 30% profit margins, 7X profits at 28% margins came out to almost exactly 2X revenue. (In When it comes to technology firms, revenue valuation multiples are often much higher.
Musings on Markets
JULY 17, 2023
Communication services and consumer discretionary have had a strong first half of 2023, but remain more than 20% below their levels at the star of 2022. The biggest winner, and this should come as no surprise, has been technology, with a return of 43% in 2023, and almost entirely recovering its losses in 2022.
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. The Valuation To value Airbnb, I will follow a familiar script, at least for me.
Barry Ritholtz
SEPTEMBER 10, 2024
He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.
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