Musings on Markets

FEBRUARY 12, 2025

In this post, I will focus on how companies around the world, and in different sectors, performed on their end game of delivering profits, by first focusing on profitability differences across businesses, then converting profitability into returns, and comparing these returns to the hurdle rates that I talked about in my last data update post.

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

CFO News Room

JANUARY 18, 2023

Real estate and utilities are the two sectors that have not come back fully from the COVID effect, but materials, technology and communication services are now reporting significantly higher earnings that before the shut down.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Musings on Markets

FEBRUARY 27, 2022

Real estate and utilities are the two sectors that have not come back fully from the COVID effect, but materials, technology and communication services are now reporting significantly higher earnings that before the shut down. I will use this data to draw three broad conclusions: Low Hurdle Rate ?

Hurdle Rate 98

Hurdle Rate Investments Accounting Entertainment 98

CFO News Room

NOVEMBER 8, 2022

Or should I have the advisors not worry about the workflows, communicate with their CSA the way that they prefer to communicate with the CSA, and then have the CSA spend the time putting the workflow together, and then let the advisor go on to the next client and give that very high-level customer service that are clients are very used to having?

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. So it’s gonna take a little more confidence, you know, and equities to, because you get your, your hurdle rates higher, you know? And since my writing skills weren’t all off the snuff, I just dove in.

Marketing 64

Marketing Leadership Finance Investments 64

Barry Ritholtz

NOVEMBER 25, 2024

So you’ve got, you’ve got a modeling hurdle rate that you need to figure out when you’re adding diversifiers. So I sell my stocks to make room for gold and it doesn’t, turns out my forecast is wrong. Well, there’s a real opportunity cost there, right? The second is behavioral.

Leverage 59

Leverage Investments Marketing Math 59