VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. This gradual approach mirrors the benefits of diversifying personal investments to reduce risk.

Planning 81

Planning Concentration Strategic Planning Securities 81

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. underlying investment strategy similar to what you intended. Equity returns. Ari Rosenbaum, welcome to At The Money.

Concentration 96

Concentration Investments Accounting Marketing 96

Future CFO

DECEMBER 21, 2023

Declining profitability: For example, are your sales lower or your cost of goods sold higher? Check out our business liquidity calculator to assess how your liquidity could evolve depending on external factors such as a drop in sales, payments delays or one-off losses. Operating margins: Are they becoming thinner?

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

PYMNTS

JANUARY 23, 2020

We are investing close to ?100 The expectation is that we will do GMV sales north of ?500 And global online giant Amazon recently invested $1 billion in India development to sell groceries and other items. Three warehouses were being prepped in advance of the sales event. “We 18 and will continue through Jan.

Concentration 52

Concentration Manufacturing Sales Investments 52

PYMNTS

AUGUST 27, 2020

Walmart is selling two of its online brands in a continuing goal to concentrate on its website. The number of customers we’re serving in these categories on Walmart.com, along with the corresponding sales volume, is very different than before each acquisition,” Walmart told Bloomberg in an emailed statement. government regulators.”.

Concentration 57

Concentration Advertising eCommerce Manufacturing 57

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. The ideal window tends to be within six months before a sale. A QoE report assesses business risk and predictability of earnings. How Long Does it Take?

Valuation 83

Valuation Auditing Concentration CFO 83

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. Accounts Receivable Turnover Ratio Your accounts receivable turnover ratio indicates how efficiently you collect cash from credit sales. Calculation: Net credit sales ÷ average accounts receivable = Accounts Receivable Turnover Ratio 5.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

Future CFO

AUGUST 23, 2023

Although they appreciate being able to engage live with sales agents, they also value the convenience of using online channels—sometimes even more than their younger counterparts do. The category-specific numbers range from 50% of spending on vehicles and 54% on travel to 68% on investment products.

Concentration 52

Concentration Economics Investments Numbers 52

Global Finance

OCTOBER 11, 2024

JPMorgan Chase takes the top honor as Global Finance ’s World’s Best Bank for 2024, as well as the World’s Best Investment Bank and World’s Best Private Bank. The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk.

Banking 107

Banking Foreign Exchange Profit and Loss Finance 107

PYMNTS

FEBRUARY 19, 2020

FinTech companies are keeping an eye on investment trends as they aim to serve the needs of the marketplace. Venture capital (VC) and private equity firms, in general, have been investing in FinTech companies for years, and each firm has different specializations. But in the B2B case, he noted that there has been less automation.

Concentration 60

Concentration B2B Investments Accounting 60

PYMNTS

NOVEMBER 13, 2019

The sneaker and sports apparel company said it is going forge new retail partnerships and concentrate on its direct business. We will continue to invest in strong, distinctive partnerships for Nike with other retailers and platforms to seamlessly serve our consumers globally.”.

Concentration 81

Concentration eCommerce Retail Sales 81

Global Finance

JUNE 14, 2024

While only some institutions have made early investments, going AI-first is an imperative for growth and efficiency. This can help institutions identify concentration risk earlier and determine actions for loan diversification. This strengthens financial institutions’ resiliency and security.

Leverage 93

Leverage Risk Management Compliance Concentration 93

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Profit Margins: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

APRIL 13, 2020

New customers for Amazon grocery delivery will be directed to a waitlist so the eCommerce giant can concentrate on fulfilling backlogged orders, the company said on Sunday (April 12). Prime Day was started in 2015 to encourage sales during the quiet summer shopping season, and it has taken place in July in the past.

Concentration 71

Concentration eCommerce Securities Sales 71

The Charity CFO

FEBRUARY 8, 2023

Cash flows are sorted into the below categories: Operating activities Investing activities Financing activities Operating activities include anything that occurs during the normal course of business. Investing activities include buying or selling long-term assets, such as purchasing new equipment or selling property.

Nonprofit 52

Nonprofit Accounts Payable CFO Concentration 52

PYMNTS

DECEMBER 8, 2019

The Oculus team was becoming too expensive for Facebook, and the decision to sell could indicate that Facebook is streamlining the virtual reality projects it concentrates on. . In May , Oculus has announced the impending launch of the new Oculus for Business, designed to streamline and expand virtual reality (VR) in the workplace.

Concentration 61

Concentration Sales Investments Technology 61

CFO News Room

NOVEMBER 7, 2022

Ultimately, the concentration of RIA assets at a small number of mega-players does highlight a need for greater competition, but the sheer economies of scale needed to effectively compete in the RIA custody business also highlights how difficult it is to break into a highly competitive – and highly commoditized – marketplace.

Compliance 130

Compliance Communication Planning Concentration 130

Musings on Markets

MAY 5, 2023

In addition, banks can also invest some of the cash in securities, usually fixed-income, and with varying maturities and degrees of default risk, again earning income from these holdings. Morgan and other wealthy bankers to step in and save the system, the Federal Reserve Bank was created in 1913.

Banking 78

Banking Profit and Loss Securities Investments 78

VCFO

MARCH 30, 2023

If that assessment of the customer portfolio shows that the base is too heavily weighted, one step would be to examine sales strategy and whether broadening the customer base across new markets or industries or via new offerings is a viable play. Innovation Innovation is closely related to product and service offerings.

Valuation 86

Valuation SAP Concentration Benchmarking 86

PYMNTS

NOVEMBER 19, 2020

The company added that 64 percent of sales came from repeat customers. Customer Concentration . Peloton accounts for almost a third of Affirm’s top line, coming in at 28 percent of sales for the latest fiscal year and 30 percent of sales for the quarter that ended Sept. Transactions . The filing revealed that as of Sept.

Concentration 76

Concentration Entertainment Sales Accounting 76

PYMNTS

FEBRUARY 28, 2020

Southeast Asia led the way thanks to ridesharing firm Grab, which continues to expand its B2B financial services offering with its fundraising windfall — and it wasn’t the only small business lender to secure investment. In India, BharatPe is perhaps best known as a point-of-sale solution, enabling merchants to accept digital payments.

B2B 70

B2B B2C Concentration Startups 70

The Finance Weekly

APRIL 25, 2022

Corporate boards are focused on cybersecurity risks, capabilities and investments, as well. More analyses need to look beyond sales projections and gauge delivery streams that determine how much, and when, revenue will be earned and realized in cash.

Finance 107

Finance Forecasting Treasury Concentration 107

PYMNTS

MARCH 13, 2020

The result is a lack of capital to fund the substantial investments required by innovations, especially online. Economy of scale to improve investment is cited as another important tool. Strong private labels are key, and must generate 30 percent or more of sales.

Concentration 57

Concentration Prioritization Cost Management Forecasting 57

The Finance Weekly

AUGUST 5, 2023

Collaboration with cross-functional teams such as sales, marketing, and operations is common for FP&A professionals as they work towards shared objectives. The progression from more junior to more senior roles in this chosen field typically follows a certain path.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

PYMNTS

JANUARY 28, 2019

Private-label sales are (and possibly should be) coveted by almost any firm, as they have higher margins, in general, and also enable companies to control at least some aspects of the supply chain, ensuring quality control and perhaps even some customer stickiness. In tandem, more than 1.1 and a Bit of Nationalism. Chekhov’s Rule.

eCommerce 75

eCommerce Concentration Economics Startups 75

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. All sales are now online, although appointments can be made to see bigger and more expensive items. ” According to the Art Basel and UBS Global Art Market Report of 2020, global sales of art and antiques reached $64.1

Marketing 60

Marketing eCommerce Concentration Sales 60

The Finance Weekly

SEPTEMBER 10, 2023

The cash flow statement reveals how money moves in and out of the company through its operations, investments, and financing. This statement tells us how the , business performed during a certain period, with sales revenue at the top. It has three parts: cash from daily operations, cash used for investments, and cash from financing.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

PYMNTS

NOVEMBER 4, 2020

The companies that have survived — and thrived — through the changes in consumer behavior have been those that made investments in journalism. The big mistake many media companies have made is not investing in journalism,” Litvack told PYMNTS in an interview. If it’s not quality journalism, people won’t buy it.”. Litvack should know.

Advertising 73

Advertising Concentration Investments Numbers 73

The Finance Weekly

APRIL 21, 2024

They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Spot investment and financial planning prospects. They help shape and carry out corporate strategy, sales efforts, and product development. Facilitate risk management, audits, and research.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

Spreadym

JUNE 15, 2023

By identifying the key drivers, organizations can concentrate their efforts and resources on those areas that have the most significant impact on achieving their goals. This driver involves investing in research and development, introducing new features or products, and adapting to market trends.

Planning 52

Planning Prioritization Concentration Compliance 52

Future CFO

OCTOBER 27, 2021

The inaugural CFO Insights Survey 2021 sampled a cross-section of CFOs from startups, SMEs, MNCs and listed companies in the private sector globally with a concentration on the key Asia Pacific economies of China, Hong Kong, Malaysia and Singapore, the two organisations noted. Cautious optimism prevails in Malaysia.

CFO 52

CFO Compliance Concentration Auditing 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Jedox Finance

MARCH 7, 2023

Tapping into the Jedox platform and its endless integration capabilities, Jedox created a ChatGPT integration model to show how finance, sales, HR, marketing, supply chain, and environmental, social, and governance (ESG) teams can experiment with generative AI in their integrated business planning (IBP) processes.

Planning 52

Planning Concentration Forecasting Finance 52

Musings on Markets

SEPTEMBER 9, 2024

In parallel, I also noted that investors have to change the way they value and price companies, to reflect where they are in the life cycle, and how different investment philosophies lead you to concentrated picks in different phases of the life cycle.

Valuation 109

Valuation Construction Manufacturing Investments 109

Global Finance

OCTOBER 31, 2024

While home sales and consumer spending have slowed since pandemic-related restrictions ended in early 2023, banks have been busy brainstorming, designing, and introducing clever business strategies, investment paths, and customer services to support and reinvigorate their sector.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Manufacturing Risk Management Construction 52

Barry Ritholtz

AUGUST 20, 2024

Some of the things Mike said about investing, like what would you tell your friends and family to put your money into? And so that then led to the sale of that business in the late 1990s to Credit Suisse. But the reality is, is that we’re all massively under-invested, right? It’s, it’s double concentrated risk.

Concentration 67

Concentration Valuation Marketing Investments 67