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. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration.

Concentration 52

Concentration Restructuring Leadership Investments 52

Nerd's Eye View

SEPTEMBER 20, 2022

What's unique about Tim, though, is how he leverages the independence he gained by transitioning from an insurance agency model to becoming a hybrid with Thrivent Advisor Network to focus his firm on faith-based planning and restructure his own back office by shifting it into a separate company that also partners with other financial advisory firms (..)

Concentration 69

Concentration Restructuring Planning Leverage 69

PYMNTS

JUNE 3, 2019

Some have been physically restructuring to accommodate mobile order pickup without estranging in-person customers. Mobile doesn’t just mean apps – order-ahead technology is also increasingly being integrated into cars, and the rise in mobile ordering is affecting restaurants themselves. Washington, D.C.-based

Concentration 65

Concentration Restructuring Startups Sales 65

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.

CFO 52

CFO Investments Concentration Restructuring 52

PYMNTS

NOVEMBER 26, 2019

With innovation in mind, EMIs [electronic money institutions] have to not just concentrate on business development, but also dedicate enough resources to stay compliant with the regulatory protocols in place,” he said.

Compliance 73

Compliance Concentration Restructuring Banking 73

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

CFO Leadership

AUGUST 12, 2021

He has been part of numerous global and domestic companies with a great deal of restructuring and CFO management experiences. Kim Ngyuen came to the US from Vietnam to further her education and obtained her MBA with a concentration in Accounting at Albertus Magnus College.

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

Future CFO

DECEMBER 18, 2020

We expect Credit and Political Risk Insurance (CPRI) to play an important and increasing role in supporting lenders in mitigating risk, overcoming concentration issues and improving capital adequacy. In Asia, we have seen a rise in demand for surety as a liquidity tool to replace bank guarantee and LC instruments.

Marketing 52

Marketing Profit and Loss Credit Risk Finance 52

Musings on Markets

AUGUST 19, 2024

In decline, as legal and restructuring challenges mount, and a company can have multiple securities (convertibles, bonds, warrants) trading on it, hedge funds and activists become bigger players.

Corporate Finance 101

Corporate Finance Valuation Investments Finance 101

PYMNTS

NOVEMBER 26, 2018

Field also noted that traffic on Thanksgiving Day was actually up – but that the activity was observed in “ a very concentrated time frame from when that store opens until basically all of those hot commodity items are gone.”. In 2017, for example, visits to physical stores Thanksgiving Day and Black Friday were down 1.6

Concentration 40

Concentration Restructuring Sales Leverage 40

Barry Ritholtz

MARCH 7, 2023

But to me, at the same time, I was finding this concentration on passive investing also problematic because passive investing works when the markets are efficient, and the markets are efficient when there is enough trading happening for new information to be incorporated in the prices. So stock-picking will be a really important component.

Investments 69

Investments Marketing Risk Management Economics 69

Musings on Markets

DECEMBER 2, 2020

In 2019, the company also reported a substantial restructuring charge that presumably was one-time and extraordinary, but that item bears watching, since it has become a convenient vehicle for companies to hide ongoing operating expenses.

Profit and Loss 52

Profit and Loss Valuation Numbers Investments 52

Barry Ritholtz

JUNE 13, 2023

So as the market and the industry restructure, we’ll certainly be very opportunistic. And that could be painful, because someone will have to take the pain, even if, unlike 2008, where the risk was concentrated on banks’ balance sheet, today is much more spread across, let’s say, asset managers.

Investments 59

Investments Banking Entertainment Valuation 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

Download data Again, the steep drop off in invested capital that you see in 2015 is just a reflection of the restructuring of the company that year, as the invested capital in Adani Ports and Power was removed from the mix.

Investments 100

Investments Valuation Auditing Restructuring 100

CFO News Room

NOVEMBER 27, 2022

licensing decisions, are likely to face “significant costs linked to the restructuring of their supply chains.”. Japan’s chip equipment- and material-makers would be hit hard as its global players are concentrated in those areas, and exports of semiconductor manufacturing equipment to China have grown in recent years.

Manufacturing 100

Manufacturing Economics Investments Securities 100

CFO News Room

DECEMBER 8, 2022

Realizing that they would never break the monied interests of the protectionist lobby, they proposed restructuring the entire federal tax system by shifting it away from the corruption-prone tariff schedule. The result was the 16th Amendment , a flanking move that tried to substitute the protective tariff system with the federal income tax.

Economics 130

Economics Education Planning Manufacturing 130

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