Musings on Markets

MAY 5, 2023

A bank collects deposits from customers, offering the quid quo pro of convenience, safety and sometimes interest income (on those deposits that are interest-beating) and either lends this money out to borrowers (individuals and businesses), charging an interest rate that is high enough to cover defaults and leave a surplus profit for the bank.

Banking 78

Banking Profit and Loss Securities Investments 78

Musings on Markets

OCTOBER 6, 2023

While companies that were listed for much of the twentieth century waited until they had established business models to go public, the dot-com boom saw the listing of young companies with growth potential but unformed business models (translating into operating losses), and that trend has continued and accelerated in this century.

Valuation 106

Valuation Profit and Loss Accounting Investments 106

Musings on Markets

OCTOBER 4, 2021

The last is the operating margin , it operating income (or loss) as a percent of operating income each year. Third, access to c apital from its deep pocketed investors , especially Alibaba, seems to have made this company casual about its business model and profitability, even by young, tech company standards.

Valuation 75

Valuation Profit and Loss Investments Numbers 75

Musings on Markets

SEPTEMBER 11, 2023

The music retail business was decimated, as music retailers like Tower Records shut down, and as artists looking to replace lost revenues from record sales with live performances and merchandising sales, companies like LiveNation stepped in to fill the need. With Apple TV+ and Amazon Prime, the game is even more difficult to gauge.

Entertainment 76

Entertainment Profit and Loss Numbers Marketing 76

Musings on Markets

AUGUST 19, 2024

If you are concerned that you are going to be hit with a sales pitch for that book, far from it! The third is to focus on the operating metrics of the firm, with firms that deliver high revenue growth, with low/negative profits and negative free cash flows being treated as young firms.

Corporate Finance 98

Corporate Finance Valuation Investments Finance 98

CFO News Room

DECEMBER 26, 2022

Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. Sales & Marketing. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. He can be reached at [email protected].

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management. Executive Summary. He can be reached at [email protected].

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

AUGUST 20, 2024

And so that then led to the sale of that business in the late 1990s to Credit Suisse. So the actual source of profitability in that trade is not the level of the vix, but the shape of the vol surface. It’s, it’s double concentrated risk. That actually is exactly what we ended up doing. This was a giant win.

Concentration 68

Concentration Valuation Marketing Investments 68

Musings on Markets

DECEMBER 2, 2020

While the concept was heavily promoted, it has been slow to take off, with only $10 million in sales in 2017, but Airbnb has not given up, hiring Catherine Powell, a Disney theme park executive in 2020, to revamp the business.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

PYMNTS

MAY 8, 2017

Just like any good sales associate would — or should — do in a physical store. Disintermediating traditional retailers — and forcing brands to decide how to become part of Amazon’s ecosystem or risk losing sales. It was the company’s sixth consecutive quarter of declining sales. percent of all jobs added. we estimate 3.7

Retail 49

Retail Profit and Loss Sales Manufacturing 49

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. He did an immense number of sales, and had cultivated a huge number of relationships. Author: Michael Kitces. Team Kitces. Matthew: Yeah.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. Home sales are declining, although rents remain high. BITTERLY MICHELL: Sure.

Investments 118

Investments Marketing Profit and Loss Banking 118

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. While hearing aids are a relatively small industry, with annual sales of about $1.5 Has corporate concentration raised prices for you? SHARE YOUR THOUGHTS.

Concentration 130

Concentration Profit and Loss Manufacturing Economics 130

Barry Ritholtz

DECEMBER 12, 2023

They announced a $640 million loss and ouch. But if, if it has a history of not being profitable, you you really want to exclude that. Low price stock has historically had some very large concentrated positions. The visibility on earnings they grew but they stayed profitable as, as they grew. So big loss.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

PYMNTS

APRIL 22, 2016

needed a comprehensive set of tools to protect them, and their merchants, from fraud losses. We concentrated on easy integration, appropriate pricing, sales support, client success, and four profitable (for the merchant aggregation points) use cases. From that meeting, Kount Central was born. And since the U.S.

Concentration 40

Concentration Profit and Loss Technology Sales 40

Musings on Markets

JANUARY 9, 2021

While the universe of companies is diverse, with approximately half of all firms from emerging markets, it is more concentrated in market capitalization, with the US accounting for 40% of global market capitalization at the start of the year.

Valuation 52

Valuation Currencies Numbers Corporate Finance 52

PYMNTS

OCTOBER 16, 2017

Their sales pitch was very convincing. Bitcoin’s infrastructure is highly concentrated and not all that secure. As a result, bitcoin mining is concentrated in two countries : China, with 60 percent, and Georgia , with 15 percent of bitcoin processing power. Two innovators approached a well-heeled investor asking for money.

Currencies 71

Currencies Concentration Financial Systems Investments 71

Barry Ritholtz

APRIL 6, 2023

Alarmed by dwindling sales to Gen Z, the dairy industry is going all out to get younger Americans on the milk train. ( Alarmed by dwindling sales to Gen Z, the dairy industry is going all out to get younger Americans on the milk train. ( TBP ) see also Could Direct Indexing Lower Your Taxes? Bloomberg ) • How Disney beat Gov.

Valuation 115

Valuation Profit and Loss Financial Analyst Concentration 115

CFO News Room

FEBRUARY 5, 2023

If you review the Adani website and sales pitch, it is quite clear that the company learned to play the ESG game well, creating an entire ESG universe to underpin its companies, and exploiting the green bond market , presumably for its green energy business.

Marketing 130

Marketing Investments Auditing Profit and Loss 130

Barry Ritholtz

DECEMBER 14, 2022

I mean, I think separating the for sale residential market from for rent commercial real estate, including rental apartments is so important. And it became the most profitable private equity investment ever made and — it is true. Goods are still being moved around the country. MCCARTHY: A 100 percent. These are different things.

Mergers and Acquisitions (M&A) 63

Mergers and Acquisitions (M&A) Investments Construction Concentration 63

Musings on Markets

FEBRUARY 4, 2023

If you review the Adani website and sales pitch, it is quite clear that the company learned to play the ESG game well, creating an entire ESG universe to underpin its companies, and exploiting the green bond market , presumably for its green energy business.

Investments 100

Investments Valuation Auditing Restructuring 100

PYMNTS

OCTOBER 14, 2016

And so, Caviar finds itself for sale, without much luck. Business Insider said that Caviar does not make a profit, and the extent of the losses are not shown in the company’s financials. It, of course, couldn’t be the first company in this business not to make a profit, so it’s not clear that that alone is its death knell.

Profit and Loss 60

Profit and Loss Concentration Finance Sales 60