Future CFO

OCTOBER 22, 2020

Technology, industrials and healthcare once again topped the ranks Technology saw 210 IPOs raise US$53.9b, industrials saw 168 IPOs raise US$23.3b Globally, a divergence between economic well-being and GDP, and stock market valuations, may also cause anxiety among some investors, the company noted.

Valuation 52

Valuation Healthcare Numbers Economics 52

PYMNTS

OCTOBER 21, 2020

Current market volatility fueled by the global pandemic and subsequent economic disruption may seem to present an inopportune moment for companies to go public. What the private placement did is underwrite our business, our strategy, our management and our valuation. Finding Mid-Market Opportunities.

Healthcare 75

Healthcare B2B Valuation Technology 75

Future CFO

JULY 5, 2023

New York Stock Exchange will have taken 3rd place with the world's largest IPO, which was from a consumer healthcare company, CMSG said. Shanghai hosted three of the world's 10 biggest IPOs while Shenzhen recorded one during the period, with the four IPOs coming from the semiconductor or energy and resources sectors, CMSG observed.

Marketing 52

Marketing Forecasting Economics Healthcare 52

Future CFO

FEBRUARY 5, 2023

The largest drops came among deals for Technology and Healthcare & Life Sciences assets, the firm pointed out. The good news amid recent pessimism is that recent history of economic downturns supports confidence in making bold moves in global M&A, Bain said.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Healthcare Valuation 52

CFO Talks

SEPTEMBER 10, 2024

Valuation: Getting the Numbers Right Valuing a company isn’t just a numbers game; it’s about understanding the strategic fit of the target company within your organization. Consider post-merger compliance obligations, especially if the target operates in a heavily regulated sector such as financial services, healthcare, or telecommunications.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Prioritization Leadership CFO 52

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. But generally starts with the economic cycle. Where are you in the economic cycle? I, I love that area.

Valuation 64

Valuation Investments Economics Marketing 64

Barry Ritholtz

DECEMBER 19, 2023

And when they look at a sector, they want to be long, the very best stocks at the best valuations they can, and short the worst stocks at the worst valuations. 00:04:29 [Speaker Changed] So you start at the healthcare group as an analyst in Citi in the early two thousands, obviously the background in neuro had to help.

Healthcare 64

Healthcare Investments Construction Concentration 64

Barry Ritholtz

FEBRUARY 6, 2024

There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets. And big consumer and healthcare. 00:18:41 [Speaker Changed] Yep. So Microsoft now is on 30 times earnings.

Valuation 52

Valuation Investments Finance Math 52

CFO News Room

FEBRUARY 2, 2022

economics, correct. RITHOLTZ: Oh, not the control, just the economics. capital problem helps improve our economic sharing …. But you’re seeing that in specialty industrial managers, health — healthcare managers. RITHOLTZ: Is that valuation issue ongoing? Is that right? CONROD: Of the — of the G.P. CONROD: Yeah.

Investments 100

Investments Numbers Economics Marketing 100

Barry Ritholtz

DECEMBER 5, 2023

So, so let’s talk a little bit about your, your background ba in economics from Dartmouth. How, how are the higher rates affecting valuations amongst private companies? 00:37:43 [Speaker Changed] So there’s two issues that are affecting valuations. The auditors look at those valuations. You get a Stanford MBA.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

Barry Ritholtz

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. The best example I always love to give is that Amazon’s last private round was at a $60 million post money valuation. And now we’ve added privates to that.

Investments 64

Investments Marketing Numbers Valuation 64

Barry Ritholtz

FEBRUARY 13, 2023

Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. Healthcare, education, not hugely cyclical, not interest rate sensitive. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. RIEDER: Yeah. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Investments Marketing Education 59

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. What’s the valuation? SEIDES: So it’s Hartford HealthCare. So, it cost the firm $320,000, well worth every penny? Or was this a, like, to me it sounds like the whole thing was spectacular. RITHOLTZ: Right. Is there any chance of fraud?”

Investments 52

Investments Benchmarking Marketing Treasury 52

Barry Ritholtz

SEPTEMBER 26, 2023

So you have almost a doubling of the interest coupon paid by some of these businesses against the backdrop of c ovid 19 inflation and some of the economic pressures that come with, with those factors. And if they don’t, we’re happy to own them at the valuation that we are creating that company act. Tell us about that.

Investments 52

Investments Banking Economics Marketing 52

Barry Ritholtz

JUNE 13, 2023

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. I mean the valuation is the future cash flow discounted at a risk-free rate plus a risk premium. RITHOLTZ: So let’s talk a little bit about valuations relative to risk and reward.

Investments 59

Investments Banking Entertainment Marketing 59

Barry Ritholtz

SEPTEMBER 5, 2023

And we’d sort of turn that into a valuation business. MILLER: Well actually I thought, leading up to the great financial crisis, I thought to myself, we’re going to be out of business within a couple of years because nobody wanted an independent valuation. What are the, you know, I’d literally have it in my handheld.

Sales 52

Sales Marketing Numbers Construction 52

PYMNTS

NOVEMBER 15, 2018

The fund will be focused on AI, cloud technology, commerce and healthcare among other avenues. What this does is force more capital through the narrow aperture of the winner,” he told Webster, and then the valuations get lofty as “investors say ‘I do not care what I have to pay, I need to be in the winners.’”. Seed Rounds Sprouting.

B2B 55

B2B Startups Investments Healthcare 55

Barry Ritholtz

OCTOBER 8, 2024

So healthcare is your focus, your entire career. You don’t go for a doctorate in economics. And one of the professors at Columbia who was a mentor of mine and, and I had worked with Izzy Edelman, his son, Joe Edelman, founded Perceptive, which is a firm that has been tremendously successful as, as healthcare investors.

Healthcare 59

Healthcare Investments Pharmaceutical Profit and Loss 59

Barry Ritholtz

MARCH 26, 2024

You get a BA in economics and poli sci from the University of Delaware. And it had to do with the discipline of the models that he used and how he segmented economic liquidity, investor liquidity, and then technicals and and breath conditions and understood how they melded together. What was the original career plan?

Investments 59

Investments Marketing Concentration Economics 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 Finance Numbers 119

Barry Ritholtz

MAY 21, 2024

And one of the worst performing factors has been valuation. So we’re now in an environment where all the 45-year-old portfolio managers out there have been, have worked their entire careers in these momentum fueled markets, and they’ve been trained to believe that valuation doesn’t matter.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

DECEMBER 10, 2024

And it, you know, it was a very challenging economic environment. These 10% are what’s driving the entire valuation. The other thing that’s different is, is that today the companies with the most spectacular valuation levels are private. We’ll buy the rest of it at a, a full valuation, which we did.

Technology 52

Technology Manufacturing Investments Education 52

Global Finance

SEPTEMBER 18, 2024

The valuation of the largest companies in the world fluctuates day to day, even minute by minute, but true success is a marathon, not a sprint. Finance and healthcare are also represented. healthcare companies UnitedHealth Group and Eli Lilly, and Denmark’s Novo Nordisk are also in the top 20. 9 Eli Lilly Healthcare U.S.

Healthcare 98

Healthcare Valuation Technology Marketing 98

Barry Ritholtz

SEPTEMBER 26, 2022

But thankfully, the next decade, things really accelerated in terms of the growth of the company and growth in the valuation, things like that. Take healthcare, the healthcare really is going to require systems level change to really revolutionize how we think about our health. And increasingly, healthcare is using telemedicine.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Startups Investments Healthcare 69

Global Finance

OCTOBER 29, 2024

Meghan Robson: The economic landscape has been positive and driven credit spreads to multiyear tights. Robson: We have a modest preference for Europe over the US, given where valuations are. So, we do like noncyclical sectors like utilities and healthcare, which we think could perform better should we see a pickup in volatility.

Economics 98

Economics Leverage Investments Finance 98

Barry Ritholtz

FEBRUARY 4, 2025

WA was the career plan, always economics and finance. And I studied economics in university. And I spent a year in Princeton in the economics department in 95, 96 when Ben Panke was the chairman of the economics department. I’m curious how different studying economics is in Denmark versus United States.

Economics 103

Economics Finance Manufacturing Banking 103

Barry Ritholtz

JANUARY 7, 2025

But it allowed me to go into the healthcare vertical straight out of Stanford. 00:13:05 [Speaker Changed] But you are also on the advisory board for the Stanford Institute of Economic Policy and Research. 00:24:49 [Speaker Changed] So let’s talk a little bit about valuation in the public markets.

Valuation 52

Valuation Investments Marketing Math 52

CFO News Room

DECEMBER 12, 2022

Healthcare. It’s counterintuitive, but when valuations are high, it is the worst time to retire,’ said Morningstar personal finance director Christine Benz.” • What an insane system. Rapture Index: Closes down one on Israel. Israel has been rarely calm in the past few days” [ Rapture Ready ]. Record High, October 10, 2016: 189.

Concentration 130

Concentration Accounting Numbers Healthcare 130

CFO News Room

JANUARY 26, 2023

An economic adviser in the Obama White House, David] Kamin isn’t the only one struck by a foreboding sense of déjà vu. And too many people don’t receive the right care.” • Amazing how Vax-only (plus, to be clear, treatment plus a handwave to healthcare here) has worked like a strange attractor for global elite opinion.

Manufacturing 130

Manufacturing Economics Communication Healthcare 130