CFO News Room

JANUARY 8, 2023

They are already becoming more prescriptive about security and compliance standards for cloud, and thinking about other issues, such as the significant concentration risk. Second, as more heavily-regulated industries like banking and pharma move to cloud, regulators themselves are rethinking what the pressure points are.

Budgeting 130

Budgeting Securities Technology Economics 130

PYMNTS

SEPTEMBER 10, 2019

Amazon competitors also offer free shipping above a certain price, but none has an established entertainment component. When Amazon first launched in Brazil, it concentrated on selling eReaders, books and streaming movies. However, Magazine Luiza started selling books online in April as a way to better compete with the eCommerce giant.

eCommerce 43

eCommerce Concentration Entertainment Startups 43

PYMNTS

MARCH 26, 2020

Beginning in mid-March, the company experienced what it says was “an even stronger surge in traffic and sales, with category mix heavily concentrated in the Essentials and Food & Beverage categories.” Increased sales were also seen in Home Office and Entertainment, while Apparel & Accessories dropped.

Concentration 52

Concentration Entertainment Retail Sales 52

CFO Leadership

AUGUST 12, 2021

Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College. She has held various leadership finance and accounting roles with a specialization in the entertainment, media and technology industry in both large matrix organizations and start-up ventures.

Leadership 98

Leadership CFO Financial Planning and Analysis (FP&A) Finance 98

PYMNTS

JANUARY 16, 2017

So, our goal is to really prove that maps can be entertaining, as well as useful. I just became aware of all these funny-sounding place names, and thought, ‘I wonder how many there are and if anyone’s mapped them, because surely that would be entertaining and worth doing.’”. Tasmania has a high concentration of names.

Entertainment 40

Entertainment Concentration Retail 40

PYMNTS

MARCH 19, 2018

However, I’m thinking about how you’re going to attack the market and how you’re going to attract customers and get them on and the speed of transactions faster than anyone else’ … That’s a conversation those folks will entertain and want to have all day,” said Vaughn. New developments in channel strategy?

Concentration 46

Concentration Reconciliations Entertainment Leadership 46

Barry Ritholtz

MARCH 4, 2025

I mean certainly there’s still like a huge, a huge concentration in kind of, you know, the Bay area and then kind of New York, Boston area. So again, depending on the industry, it depends on sort of where our concentration of bankers are. Speaking of, of entertainment. What’s keeping you entertained?

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Musings on Markets

OCTOBER 4, 2021

As smart phones have become ubiquitous in India, their usage has soared, partly because they are the only digital devices that many Indians have available to them to get online, and thus use to access social media, entertainment and shopping.

Valuation 95

Valuation Profit and Loss Investments Numbers 95

Barry Ritholtz

AUGUST 20, 2024

And so it is important that at least you’re able to entertain that. It’s, it’s double concentrated risk. But you do have to have exposure to the apples, Microsofts, et cetera world, but almost no active manager can carry them in the size that a passive vehicle can because of concentration limits.

Concentration 69

Concentration Valuation Marketing Investments 69

Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

SEPTEMBER 12, 2022

And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors. What did you do to entertain them? RITHOLTZ: Right. It was impacting natural resources. RITHOLTZ: Right.

Investments 119

Investments Marketing Profit and Loss Banking 119

Barry Ritholtz

DECEMBER 19, 2023

00:21:47 [Speaker Changed] And a lot of funds that have found success seem to have run some pretty concentrated portfolios. 00:22:29 [Speaker Changed] So less concentrated exposure. Tell us what you’re either watching or listening to, either, you know, video or podcasts or whatever’s keeping you entertained.

Healthcare 64

Healthcare Investments Construction Concentration 64

Barry Ritholtz

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices. RITHOLTZ: Really interesting. What were you streaming?

Investments 69

Investments Marketing Risk Management Economics 69

Barry Ritholtz

JULY 11, 2023

JOHNSON: And when you have a momentum market like that and you have five companies that take 25% of the index or whatever it ended up being, a professional manager gets nervous by that type of concentration, say the S&P 500. JOHNSON: It became a much riskier investment by investing the S&P 500 based on volatility and concentration.

Mergers and Acquisitions (M&A) 88

Mergers and Acquisitions (M&A) Investments Finance Technology 88

Barry Ritholtz

OCTOBER 24, 2022

NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And we’ve learned some hard lessons that way. NORTON: Okay. NORTON: Okay.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

JULY 4, 2023

In the have not category, we’ve got the long short equity funds that are directional and concentrated, which have had horrific performance. Single manager, concentrated long short equity funds, those funds might have done well up until 2021, not because their process was so good, but they were the beneficiary of an upmarket.

Investments 59

Investments Numbers Risk Management Concentration 59

Barry Ritholtz

FEBRUARY 6, 2024

Whereas the ETF is designed to be a more straightforward s and p 500 US only equity strategy 00:29:26 [Speaker Changed] And it’s concentrated 35 large cap stocks. I think right now, just in a market cap sense, market concentration, there are a lot more growth stocks. There’s no magic to that.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

DECEMBER 6, 2022

RITHOLTZ: So let’s jump to my favorite questions that I ask all of my guests, starting with what kept you entertained during the lockdown in Brooklyn? I think I mentioned earlier, I have like a four-and-a-half-year-old that keeps me really entertain. What were you watching or listening to? RITHOLTZ: Yeah.

Investments 64

Investments Marketing Numbers Risk Management 64

CFO News Room

NOVEMBER 22, 2022

But the whole point of this is…but the overwhelming majority of your revenue came along because in practice, the advisory revenue was very concentrated in a small subset of the high-volume clients. .” Michael: And so, presumably then in that context, 60%, 70+% of clients stayed behind. Matthew: Exactly.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 10, 2024

So it’s, it’s just kind of ironic, and I’ll just throw this out as a bit of an advertisement, but like, we run a portfolio of 10 stocks, a concentrated portfolio, 00:27:41 [Speaker Changed] 10 stocks, 10 00:27:42 [Speaker Changed] Stocks, that’s it. And we’ll do this in a, a speed round.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

DECEMBER 12, 2023

Low price stock has historically had some very large concentrated positions. And those concentrated positions happen because they have high conviction that they’re in that group where it’s not stupid to think about where earnings will be 10 years out. This is what’s wrong with concentrating in the wrong stocks.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

JUNE 13, 2023

And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers. It’s called FL Entertainment, great entrepreneur, Stéphane Courbit. It’s a real company.

Investments 59

Investments Banking Entertainment Marketing 59

PYMNTS

JANUARY 23, 2020

The entertainment, insurance, music, restaurant and retail industries are all experimenting with real-time disbursements, as are healthcare providers and government agencies responsible for taxes and other refunds. Shrinking that gap is going to require concentrated efforts from instant payment providers if they wish to reach ubiquity.

B2C 56

B2C Healthcare Concentration Entertainment 56

PYMNTS

MARCH 20, 2018

Through their new partnership with secure commerce technology provider Freedom Pay, Alipay gives users newer and more expansive access to merchants that use Freedom Pay’s services in North America – including vendors at the airports, but also merchants at entertainment venues, resorts, sports arenas, travel plazas and universities.

Concentration 45

Concentration Entertainment Numbers Securities 45

Barry Ritholtz

AUGUST 15, 2023

So that comes out in position sizing and conviction and just making sure that you’re thinking about all the things that could go wrong if you’re taking a more concentrated position in something. It’s just entertainment. What’s keeping you entertained during lockdown? RITHOLTZ: Really interesting.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

JULY 29, 2024

People who were deeply concerned about task loss harvesting, either they’re selling a business, they have low cost stock or founder stock, or some other capital gain they’re trying to manage through highly concentrated position that they want to de-risk but not create a giant tax obligation. Let’s jump to our speed round.

Investments 59

Investments Communication Benchmarking Technology 59

PYMNTS

DECEMBER 21, 2016

The e-merchant is freed up to concentrate on creative ideas and community engagement with fans rather than spending time on a tedious business process.”. A variety of organizations have used Spreadshirt, including social influencers in gaming, YouTube creators, entertainment companies and nonprofit organizations.

Concentration 40

Concentration Nonprofit Entertainment Startups 40

Barry Ritholtz

DECEMBER 14, 2022

Because going back to our thematic investing, our portfolio is 80 percent concentrated in warehouses, rental housing, lab office space and hospitality asset. MCCARTHY: — and really concentrated the business in those best markets, and then helped to grow. RITHOLTZ: Lab — so we’ll get to hospitality. Cambridge U.K.,

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

CFO News Room

DECEMBER 20, 2022

Often working with his longtime Imagine Entertainment partner, Brian Grazer and the industry’s top talent as well as its up and comers, Howard has produced more than 120 films and shows, and he’s directed or acted in more than 130, all while maintaining reputation for being one of the nicest guys in Hollywood. ALISON BEARD: At what age?

Leadership 100

Leadership Problem Solving Entertainment Startups 100

Barry Ritholtz

AUGUST 16, 2022

TROPIN: I mean, you know, there were equity hedge funds that were pretty levered, that had pretty highly concentrated, you know, growth bets, and a lot of technology companies and so on. RITHOLTZ: Let’s jump to Our favorite questions that I asked all of our guests, starting with tell us what kept you entertained during the pandemic.

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Risk Management 122

Barry Ritholtz

APRIL 4, 2023

So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. KENCEL: Well, look, it’s all about entertaining people. KENCEL: Patti LaBelle, you know what — RITHOLTZ: So you can be any bar mitzvah bands in the Northeast.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Finance Banking 59

Barry Ritholtz

APRIL 25, 2023

You have a concentrated securities position, right? What have you been streaming and what’s kept you entertained in the pandemic and post-pandemic era? The athletes and entertainers just like, that was the look of millionaires until I read that book. Because there’s no objectivity. HAMBURGER: Right. RITHOLTZ: Okay.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Compliance Investments Finance 64

Barry Ritholtz

MARCH 26, 2024

You still get these, you know, cap driven concentration problems in the market like last year. The weakness that led to the first half of 2022, having no real growth in the economy was concentrated. It was concentrated on the good side of the economy manufacturing. It is represented a, a reconnection of fundamentals to prices.

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

DECEMBER 17, 2024

One is just generally on the valuation question with technology and similarly, the market concentration of the magnificent seven. That that’s a fairly concentrated portfolio, isn’t it? So we want a concentrated exposure to the builders of AI companies building the key elements of ai. Share your thoughts on that.

Technology 52

Technology Investments Numbers Concentration 52

PYMNTS

OCTOBER 9, 2017

With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Apps as commerce gateways have stalled too. Amazon and Whole Foods, though, are just getting started.

Sales 51

Sales Retail Advertising Leverage 51

PYMNTS

OCTOBER 9, 2017

With Amazon Restaurants and Pay Places , Amazon’s share of the consumer’s food and entertainment budget has the potential to swell further. Apps as commerce gateways have stalled too. Amazon and Whole Foods, though, are just getting started.

Sales 44

Sales Retail Advertising Leverage 44

Barry Ritholtz

DECEMBER 10, 2024

00:16:27 [Speaker Changed] How much of what’s been going on in the 2020s has been a focus on that same top 10% of tech companies as being overly concentrated and wildly expensive. The parallels are that there is a concentration of interest. What’s keeping you entertained these days? So this will be our speed round.

Technology 52

Technology Manufacturing Investments Education 52