Barry Ritholtz

DECEMBER 30, 2023

When you have a momentum market [like now] and you have five companies that take their 25% of the index, a professional manager gets nervous by that type of concentration, say the S&P 500. There’s not enough discussion about how the market risk of the index changes depending on [a few stocks].

Concentration 52

Concentration Restructuring Leadership Investments 52

CFO Thought Leader

APRIL 15, 2024

This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. Top-of-mind for Bray is a careful analysis of sales productivity and pricing integrity.

CFO 52

CFO Investments Concentration Restructuring 52

PYMNTS

NOVEMBER 6, 2019

The news comes as the bank reported a net loss below market expectations amid a restructuring plan that includes about 18,000 layoffs. The restructuring has Deutsche Bank leaving equities trading along with other operations that aren’t profitable. This is the second quarterly loss for Deutsche Bank, which triggered a 7.9

Banking 40

Banking Profit and Loss Restructuring Concentration 40

Musings on Markets

AUGUST 19, 2024

The second is to look at the industry group or sector that a company is in, and then follow up by classifying that industry group or sector into high or low growth; for the last four decades, in US equity markets, tech has been viewed as growth and utilities as mature.

Corporate Finance 121

Corporate Finance Valuation Investments Finance 121

CFO Leadership

AUGUST 12, 2021

Joy Harper is the Head of Go-To-Market Finance for Cloud Partnerships and Industry Solutions. She has extensive public speaking, general finance, capital markets, treasury, and tax experience. He has been part of numerous global and domestic companies with a great deal of restructuring and CFO management experiences.

Leadership 98

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

E78 Partners

APRIL 12, 2024

During these periods of concentrated growth, organizations must assess their company’s “platform infrastructure” to identify scalability gaps that could negatively impact critical business processes, customer relationships, and which could also overwhelm valuable employees.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Concentration Restructuring Planning 59

Barry Ritholtz

MARCH 7, 2023

She wants to know exactly when this, that and the other thing happens, what does it mean for this segment of the market? And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. The market microstructure has changed.

Investments 69

Investments Marketing Risk Management Economics 69

Musings on Markets

DECEMBER 2, 2020

In this post, I will argue that there are good reasons for Airbnb's IPO timing, and make my first attempt at valuing this latest entrant into public markets. By the start of 2020, Airbnb had already become one of the largest players in its market of vacation and travel rentals, a sign of success, but also a crimp on future growth.

Profit and Loss 52

Profit and Loss Valuation Numbers Investments 52

CFO News Room

NOVEMBER 8, 2022

directly via email: Resources Featured In This Episode: Looking for sample client service calendars, marketing plans, and more? And we’re going to talk about what’s going on in the markets, briefly talk about the portfolio. Get notified of the latest episodes (and all our research as it’s released!) Cean: Thanks, Michael.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Future CFO

DECEMBER 18, 2020

FutureCFO spoke to three executives for their expressed views on the impact of COVID-19 on the Asia Pacific’s (APAC) credit market: Mike San Diego, chief financial officer at JK Capital Finance; James Ponsford, regional director & growth leader, Credit Solutions, Asia at Aon; and Matthew Wells, APAC regional commercial director for Euler Hermes.

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52

Barry Ritholtz

JUNE 13, 2023

And so late 90s, that’s the emergence of the high yield market in Europe, you would print deals like never before. Now, on the positive and the silver lining was that this whole situation started putting a lot of light on, let’s say, the alternative market. Is it just the size of the US market? I think we learned a lot.

Investments 59

Investments Banking Entertainment Marketing 59

CFO News Room

FEBRUARY 5, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Marketing 130

Marketing Investments Auditing Profit and Loss 130

Musings on Markets

FEBRUARY 4, 2023

The History The Adani Group, founded by Gautam Adani, started life as a commodity trading partnership business in Gujarat, and listed on stock markets in 1994, as Adani Exports, with a large chunk of its revenues coming from its operation of a local port in Mundra, with a subsequent entry into the edible oil business.

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

DECEMBER 8, 2022

Clay’s doctrines amounted to an early experiment in import substitution : the strategy of using tariffs and other commercial restrictions to divert raw-material production away from international markets and into a heavily subsidized domestic industry. It is just the reverse of the English attitude.

Economics 130

Economics Education Planning Manufacturing 130

CFO News Room

NOVEMBER 27, 2022

licensing decisions, are likely to face “significant costs linked to the restructuring of their supply chains.”. SK Hynix’s chief marketing officer Kevin Noh said last month that the company might be forced to sell its manufacturing operations in China. There are signs US pressure is beginning to work. trillion yen annually.

Manufacturing 100

Manufacturing Economics Investments Securities 100

CFO News Room

JANUARY 10, 2023

The decision, which has not yet been finalized amid more immediate efforts to manage a recent spike in Covid cases, would trigger a complex restructuring of major elements of the federal response — and set the stage for the eventual shifting of greater responsibility for vaccines and treatments to the private market.

Concentration 130

Concentration Education Healthcare Numbers 130