The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. For instance, a healthcare solutions company might have a long-term strategy to introduce a new telemedicine platform.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. A study from the Cuna Mutual Group found that CU membership has increased 3.5 percent within the past year, total assets have risen 6.4

Concentration 63

Concentration Leverage Healthcare Advertising 63

Barry Ritholtz

DECEMBER 19, 2023

They run long short across each of these, and they’ve put up some pretty impressive numbers over the past couple of years. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help. It’s beta neutral, market neutral.

Healthcare 64

Healthcare Investments Construction Concentration 64

CFO News Room

NOVEMBER 22, 2022

CHRISTINE PORATH: Well, the stories were actually quite terrible, particularly in places like healthcare. I would have to say the extreme as far as at least intensity, and then how often people are witnessing it though, healthcare was a big one that popped. ALISON BEARD: And what are some of the stories that you heard from them?

Healthcare 100

Healthcare Education Concentration Planning 100

PYMNTS

SEPTEMBER 5, 2017

With a growing number of automated machines performing jobs and tasks that could eliminate jobs, one San Francisco official is pushing a statewide “tax” in California on robots that put people out of work. jobs are lost to automation. I really do think automation is going to be one of the biggest issues around income inequality,” Kim says.

Concentration 43

Concentration Healthcare Securities Numbers 43

CFO News Room

NOVEMBER 29, 2022

And so, that’s how this actually started was, at first, I knew I wanted to just get a deeper dive into our numbers, into our business, our process, and, so, I engaged in the CFO solutions services. Or how do we work around a concentrated stock position, right? ” That’s what we did.

Leverage 130

Leverage Planning Concentration Tax Planning 130

CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary. ESG/SRI criteria); advisors who want to overlay various rules (e.g.,

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

SEPTEMBER 10, 2024

So that’s, that’s number one. 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. Is low, right?

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. 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.

Investments 119

Investments Marketing Profit and Loss Banking 119

CFO News Room

FEBRUARY 6, 2022

At present, just four manufacturers control 84% of the hearing-aid market, according to the Open Markets Institute, a think tank critical of corporate concentration. Has corporate concentration raised prices for you? Officials argued that corporate concentration made it easier for companies to raise prices amid disrupted supply.

Concentration 130

Concentration Profit and Loss Manufacturing Economics 130

Barry Ritholtz

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I was employee number 10. RITHOLTZ: Which is really a pretty big number. billion dollars in AUM.

Investments 64

Investments Marketing Numbers Risk Management 64

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. The healthcare and insurance industries are facing similar problems with checks.

B2C 56

B2C Healthcare Concentration Entertainment 56

PYMNTS

DECEMBER 7, 2020

and abroad that the concentration of power amongst a small number of tech companies is curtailing growth in the tech sector, reducing innovation and potentially having negative impacts on the people and businesses that rely on them.”. Google Unveils Healthcare Interoperability Readiness Program.

Healthcare 57

Healthcare Marketing Compliance Advertising 57

Barry Ritholtz

NOVEMBER 4, 2024

I can’t list all her accolades because they’re just a hundred most influential people in healthcare. Just an incredible track record of investing primarily in the healthcare, but also the financial technology space. And just as, as insightful as anyone in the world about those areas, especially healthcare.

Healthcare 52

Healthcare Investments Numbers Marketing 52

Barry Ritholtz

JUNE 13, 2023

CHABRAN: Obviously, food, energy, housing, and not even talking about school, healthcare, and obviously in Europe we have a totally different environment about this matter. RITHOLTZ: Right. And then you, obviously the real estate, many areas that were over-levered at the wrong cost.

Investments 59

Investments Banking Entertainment Valuation 59

Barry Ritholtz

AUGUST 15, 2023

Or at least the top, pick a number, 30, 40%. I don’t remember the number. ” 29, 87, 74, just pick any 50 plus percent number and certainly 2000 and ’08, ’09, a major index gets cut in half. So you’re talking about an average of a large number. SEIDES: So it’s Hartford HealthCare.

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

MARCH 26, 2024

There’s Saunders is not spelled with a z There’s no numbers added to it. If 00:34:44 [Speaker Changed] You, so wait, gimme those numbers again. You still get these, you know, cap driven concentration problems in the market like last year. But, but the big ones he really nailed. But it’s still a must read.

Investments 59

Investments Marketing Concentration Economics 59

CFO News Room

JANUARY 2, 2023

Does Using Corsi–Rosenthal Boxes to Mitigate COVID-19 Transmission Also Reduce Indoor Air Concentrations of PFAS and Phthalates? Healthcare. If China had had their own Operation Warp Speed, this would have been ready for use by the time they adopted “Let ‘er rip.” Environmental Science and Technology. That’s not the motivation.

Concentration 130

Concentration Healthcare Budgeting Numbers 130

Barry Ritholtz

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. So, so you choose a number of specific industries or did you choose them? RITHOLTZ: Wild number.

Treasury 52

Treasury Retail Economics Entertainment 52

Barry Ritholtz

APRIL 11, 2023

DAMODARAN: I am interested in numbers. I’m naturally a numbers person. To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. It has allowed for this acceleration of number crunching.

Valuation 119

Valuation Education Finance Numbers 119

Barry Ritholtz

NOVEMBER 12, 2024

Which on the books, if all you’re thinking about is you’re in a cubicle and you’re analyzing numbers for some publicly traded company, you slash inventory, you’ve lowered, or I’m sorry, you’ve increased return on asset because inventory is asset, right? We Right, we don’t have national healthcare.

Manufacturing 104

Manufacturing Economics Numbers Entertainment 104

CFO News Room

NOVEMBER 6, 2022

This is a true reflection of what we’re seeing as far as the virus concentration in our population.’”. Healthcare. citizens include: names, addresses, birth dates, biometric data like fingerprints and facial images, email addresses, phone numbers, gender, race, Social Security numbers and other types of personal information.

Concentration 130

Concentration Healthcare Securities Numbers 130

CFO News Room

DECEMBER 12, 2022

Melbourne University epidemiologist Professor Nancy Baxter said the rising number of infections was due to waning immunity, but underreporting was camouflaging the prevalence of sickness. ‘We December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. Healthcare.

Concentration 130

Concentration Accounting Numbers Healthcare 130

CFO News Room

JANUARY 10, 2023

Now we’re looking back at data and we can see how concentrated this was in one small portion of the population, and how the fact that people who were being exposed to these were really, really likely to vote for Trump,’ Tucker said. Second, exposure was concentrated among users who strongly identified as Republicans.

Concentration 130

Concentration Education Healthcare Numbers 130

CFO News Room

DECEMBER 29, 2022

According to the National Conference of State Legislatures , “state control is more unified in either the blue or the red column than ever, and the number of divided state governments is lower than ever.” And they’re already tuned in to a cliché critical to commanding Congress: There’s power in numbers. .” • Seems a bit early.

Healthcare 130

Healthcare Economics Numbers Concentration 130