PYMNTS

JANUARY 21, 2021

It all started in November when the Shanghai Stock Exchange acted to delay his Ant Group’s plan to go public, after he met with Chinese regulators. 21) that Ant’s valuation may fall all the way to $108 billion due to antitrust concerns. 21) that Ant’s valuation may fall all the way to $108 billion due to antitrust concerns.

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Valuation Concentration Banking Marketing 56

PYMNTS

JANUARY 12, 2021

In today’s top payments news around the world, Checkout.com has brought its valuation to $15 billion after the closing of a $450 million Series C funding round, while Pakistan has debuted a government-run instant digital payment infrastructure. Checkout.com Closes $450 Million Series C For $15 Billion Valuation. Checkout.com, a U.K.

Valuation 54

Valuation Concentration Banking Planning 54

Musings on Markets

OCTOBER 4, 2021

In this post, I will look at the levers that drive Paytm's value, and you can make your judgments on where you think this offering will lead in terms of valuation and pricing. To get from these numbers to a value per share, I use the existing share count, in conjunction with the information in the prospectus that the company plans to raise ?

Valuation 97

Valuation Profit and Loss Investments Numbers 97

E78 Partners

JANUARY 5, 2024

Develop a Plan and Timeline: Establish a clear project plan and timeline for management and the audit team. Engage Third Parties Early: Engage valuation firms and appraisers early in the process, as these experts can help support audit preparation and reduce hassles later on.

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Auditing Valuation Concentration Reconciliations 59

PYMNTS

JANUARY 13, 2021

While the risks — and concerns — posed by a highly concentrated customer base are legitimate, they are expected to spread out over time, given the fact that Affirm has thousands of merchant relationships now offering its BNPL financing option. Read More On Affirm: Affirm IPO Now On Track To Raise More Than $1.1

Valuation 66

Valuation Concentration Startups Finance 66

PYMNTS

NOVEMBER 15, 2019

Grab had a $14 billion valuation in March and in 2018 acquired Uber’s share of the Southeast Asia market. The startup is also planning to earmark $150 million for additional research into artificial intelligence (AI). Tan said Grab is concentrating on its customers’ most immediate needs. “We The sale gave Uber a 23.2

Concentration 50

Concentration Valuation Startups Technology 50

Musings on Markets

JANUARY 12, 2021

I end the class with a corporate finance version of valuation, where I tie inputs into value (cash flows, growth and risk) to investment, financing and dividend decisions. Valuation : It is unfortunate, but for most people, the vision that comes to mind when I say that I teach valuation is excel spreadsheets and high profile company names.

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Valuation Corporate Finance Finance Investments 52

Musings on Markets

JULY 17, 2023

The first half of 2023 was a reminder that no matter who you are as an analyst, and how well thought through your investment thesis is, the market has other plans. trillion in the first six months of 2023, 97.2% trillion increase in value for all US equities.

Marketing 98

Marketing Treasury Currencies Valuation 98

Barry Ritholtz

SEPTEMBER 3, 2024

It sounds like the career plan was always finance. Was that the plan? Heather Brilliant : It was not the plan. 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. But maybe second to valuation as a primary consideration.

Investments 59

Investments Valuation Concentration Marketing 59

Barry Ritholtz

FEBRUARY 6, 2024

What, what was the career plan? And speaking of the.com implosion, like Microsoft via a case study where we, in previous strategies, we held Microsoft for a very long time, that’s where the valuation could help us in the.com bus. It’s great to be here. Let, let, let’s start there. 00:18:41 [Speaker Changed] Yep.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

FEBRUARY 12, 2024

What was the original career plan? And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. Let’s start out talking a little bit about your background. You, you graduate from Cornell Summa Laude with Distinction Phi Beta Kappa, all the good stuff.

Investments 118

Investments Marketing Numbers Entertainment 118

Barry Ritholtz

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. It has to be such a different set, the retirement planning is different, the safety net is different. I think 401(k) plans are starting to use ETFs more broadly. BERRUGA: You know, great question. RITHOLTZ: Yeah.

Investments 65

Investments Marketing Numbers Risk Management 65

Barry Ritholtz

AUGUST 15, 2023

Was that the plan or was he just going to announce it? That was never part of the plan, didn’t happen. It’s part of their own tax planning. What’s the valuation? ” One about five years ago, I’m planning a trip to Silicon Valley. SEIDES: I was independent. SEIDES: Oh no.

Investments 52

Investments Benchmarking Marketing Treasury 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. Brewer was replaced as CEO by Tim Wentworth, and Village MD scaled back its growth plans.

Valuation 134

Valuation Construction Manufacturing Marketing 134

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Concentration 69

Concentration Valuation Marketing Investments 69

CFO News Room

NOVEMBER 5, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that as part of the ongoing integration between the merged companies, Charles Schwab plans to transition advisors currently on the TD Ameritrade custodial platform to Schwab’s platform over Labor Day weekend 2023.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130

Barry Ritholtz

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. Was investing always the career plan? Second part of our framework is valuation fundamental work.

Valuation 65

Valuation Investments Economics Marketing 65

Barry Ritholtz

OCTOBER 24, 2022

I think it was just a bit of poor planning more than anything else. And so my coverage list kind of converted over time to focus more on mutual funds, to focus on five to nine plans, college savings. And how do we think about them from a valuation perspective? And like all things, it took longer, was more complex. NORTON: No.

Investments 52

Investments Valuation Benchmarking Marketing 52

Barry Ritholtz

DECEMBER 12, 2023

And the division that I was in was below plan. 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. Real money.

Benchmarking 106

Benchmarking Concentration Investments Profit and Loss 106

Barry Ritholtz

JUNE 13, 2023

Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And so we go back to the basics of what our job should be, risk underwriting, risk assessment, asset prices are different from asset valuation. RITHOLTZ: Yes, I can imagine. Well guess what?

Investments 59

Investments Banking Entertainment Marketing 59

Barry Ritholtz

APRIL 11, 2023

 The transcript from this week’s, MiB: Aswath Damodaran: Valuations, Narratives & Academia , is below. You’re known as the dean of valuation. He said, oh, dean of valuation, it’s easier to say. So let’s start with the question, what led you to focus on valuation? RITHOLTZ: Right. And I said, why?

Valuation 119

Valuation Education Numbers Finance 119

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. MCCARTHY: That is what’s most important. Cambridge U.K.,

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Investments Construction Concentration 65

Musings on Markets

FEBRUARY 4, 2023

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

FEBRUARY 5, 2023

I have seen this group target companies before, using the game plan that they are using with Adani, but their typical target firms are usually much smaller, under-the-radar firms, where public market investors may have missed troubling aspects of operations.

Marketing 130

Marketing Investments Auditing Profit and Loss 130

Barry Ritholtz

MARCH 26, 2024

What was the original career plan? 00:09:37 [Speaker Changed] So again, I was on the avatar side of this y avatar broader organization, which was institutional money management, managing money for a lot of large corporate plans and foundations and endowments. You get a BA in economics and poli sci from the University of Delaware.

Investments 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

DECEMBER 17, 2024

What were the career plans? Tony Kim : Career plans? Doesn’t it deserve a, a richer valuation? 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?

Technology 52

Technology Investments Numbers Concentration 52

Barry Ritholtz

DECEMBER 10, 2024

What was the career plan? He, was he talking about a plan or was he talking about David Roux : No, no, no. These 10% are what’s driving the entire valuation. The parallels are that there is a concentration of interest. We’ll buy the rest of it at a, a full valuation, which we did.

Technology 52

Technology Manufacturing Investments Education 52

Barry Ritholtz

NOVEMBER 4, 2024

But I think the reality is right now, we just have an overhang from, I certainly in my world, I can speak to healthcare and FinTech, a number of companies going public and then disappointing or valuation just being excessive compared to the maturity of the businesses. Cost of care is 85% of all healthcare. And that is what they do.

Healthcare 52

Healthcare Investments Numbers Marketing 52

CFO News Room

DECEMBER 12, 2022

If you are planning to travel on Xmas, do consider your plans carefully. * * *. • December 5: • California data point (1): 1/ SARS-CoV-2 concentrations are skyrocketing in wastewater across California. I would bet that speckling of red in Utah is sky country. Stay safe when travelling. pic.twitter.com/h8nki3QoHx.

Concentration 130

Concentration Accounting Numbers Healthcare 130

Barry Ritholtz

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. It was not our plan. How do you think about valuations for both equities and fixed income here in the beginning of 2025? So Sheila Cyclically adjusted so-called cape ratio at 37 is and 38 and approaching 40 is indeed a very, very elevated level of valuation.

Economics 103

Economics Finance Manufacturing Banking 103