Musings on Markets

FEBRUARY 16, 2024

Stepping back a bit, one claim that climate change advocates have made not just about fossil fuel companies, but about all businesses, is that i nvestors are underestimating the effects that climate change will have on economic systems and on value.

Investments 74

Investments Valuation Profit and Loss Marketing 74

CFO News Room

NOVEMBER 6, 2022

Strong and trusting relationships allow the parties to share risks and rewards, invest in each other’s capabilities, and collaborate to achieve common goals. Take a pharmaceutical company that had outsourced its facilities management to a supplier for almost 25 years.

Pharmaceutical 130

Pharmaceutical Communication Accounting Economics 130

CFO News Room

JANUARY 17, 2023

As the world’s attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 130

Economics Valuation Treasury Forecasting 130

CFO News Room

NOVEMBER 11, 2022

In my last post, I used Facebook’s recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 130

Accounting Marketing Advertising Valuation 130

Global Finance

SEPTEMBER 9, 2024

This sentiment is echoed by AI Now, a research institute, which asserts that “AI is now firmly positioned as a critical strategic technology for the geopolitical and economic ambitions of nation-states.” Despite this, China continues to invest heavily in government-funded research and development (R&D).

Economics 105

Economics Construction Leverage Technology 105

CFO News Room

JANUARY 18, 2023

Income from financial holdings (including cash balances, investments in financial securities and minority holdings in other businesses) are added back, and interest expenses on debt are subtracted out to get to taxable income. Returns on Invested Capital (or Equity).

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

PYMNTS

JUNE 19, 2020

Amazon strictly prohibits counterfeit products and, in 2019 alone, invested more than $500 million and had more than 8,000 employees protecting its store from fraud and abuse, including counterfeiting and IP infringing products. “As In line with Amazon’s past joint litigation, Valentino will receive any proceeds from this suit.

Pharmaceutical 72

Pharmaceutical Sales Economics Manufacturing 72

Musings on Markets

MARCH 19, 2022

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. Ukraine, a part of the Soviet Union, has had its shares of ups and downs, and its economic footprint is even smaller.

Economics 100

Economics Valuation Treasury Forecasting 100

CFO Talks

AUGUST 15, 2024

Futuristic Finance: Strategic Thinking for Tomorrow’s CFO In an era where rapid technological advancements and global economic shifts are the norm, Chief Financial Officers (CFOs) are not just financial stewards but strategic visionaries. This strategic decision not only spread the risks but also opened up new avenues for growth.

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CFO Finance Problem Solving Budgeting 52

CFO Thought Leader

DECEMBER 16, 2024

Although the life sciences firms blend of knowledge-driven resources and AI placed it at the forefront of drug discovery innovation, Egorov identified a critical vulnerability: the companys model depended too heavily on a small set of major pharmaceutical customers, leaving its growth in the hands of external decision-makers.

CFO 52

CFO Finance Pharmaceutical Leadership 52

Musings on Markets

FEBRUARY 27, 2022

Income from financial holdings (including cash balances, investments in financial securities and minority holdings in other businesses) are added back, and interest expenses on debt are subtracted out to get to taxable income.

Hurdle Rate 85

Hurdle Rate Investments Accounting Entertainment 85

Musings on Markets

NOVEMBER 10, 2022

In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the power to change management at many younger tech companies in return for being able to invest in young tech companies, with growth potential and well-regarded founders.

Accounting 79

Accounting Advertising Valuation Investments 79

Future CFO

AUGUST 30, 2021

Companies in the region plan to give employees larger rises next year as they recover from the economic fallout of the pandemic and face mounting challenges attracting and retaining employees, according to the latest Salary Budget Planning Report by the company. Average salary increases projected at 3.7% for 2021 and 3.7%

Pharmaceutical 40

Pharmaceutical Budgeting Manufacturing Forecasting 40

PYMNTS

APRIL 22, 2019

While Infibeam continues to invest in FinTech future solution[s], the digitalization of the traditional financial sector, especially the global trade finance sector, has opened an opportunity for more secure and encrypted global FinTech platform[s].

Invoicing 43

Invoicing Finance Pharmaceutical Auditing 43

Future CFO

NOVEMBER 10, 2020

However, the initial, rapid economic rebound is giving way to a patchier, more tenuous recovery, as the pandemic proves hard to contain, the credit rating agency added. Social issues will attract further prominence in 2021 in public policies, corporate strategies and investment decisions, according to Moody’s.

Pharmaceutical 40

Pharmaceutical Economics Marketing Investments 40

Future CFO

APRIL 11, 2021

The IPO markets in Hong Kong and China are well supported to continue to perform vibrantly in the rest of 2021, thanks to the ample liquidity from various monetary and economic easing measures in the world to dissipate the negative impact brought by the ongoing pandemic, said Deloitte China recently when releasing an outlook report. .

Marketing 40

Marketing Pharmaceutical Economics Valuation 40

PYMNTS

MARCH 10, 2017

Greece has seen its ups and downs over the last decade when it comes to economic strength. The European Investment Fund (EIF) via the JERMIE (Joint European Resources for Micro to Medium Enterprises) initiative allocated around €50 million to four programs between 2013 and 2015. Here is an excerpt of the conversation.

Startups 47

Startups Economics Pharmaceutical Technology 47

PYMNTS

JUNE 21, 2016

What government wouldn’t want the infusion of investments and innovation centers that often grease the rails running under cross-border deals? The former was an objectively economic issue. After all, what shopper doesn’t like same-day delivery and biannually upgradeable consumer electronics?

Pharmaceutical 40

Pharmaceutical Economics Retail Investments 40

Musings on Markets

DECEMBER 10, 2023

As someone who teaches corporate finance, I have always tried to pass on the message, especially to those who are headed to finance jobs at companies or investment banks, that of all of the players in an organization, finance people are among the most replaceable, and thus least likely to be key people.

Valuation 118

Valuation Profit and Loss Entertainment Investments 118

PYMNTS

OCTOBER 17, 2019

TruTag offered no immediate comment, but news of the funding round comes not only amid an ongoing push to enable more online pharmaceutical sales and delivery, but also an increasing focus on the global problem of counterfeit goods. In fact, medical items and pharmaceuticals are typically the most-seized products. Counterfeit Trends.

Pharmaceutical 40

Pharmaceutical Profit and Loss Manufacturing Sales 40

PYMNTS

OCTOBER 17, 2019

TruTag offered no immediate comment, but news of the funding round comes not only amid an ongoing push to enable more online pharmaceutical sales and delivery, but also an increasing focus on the global problem of counterfeit goods. In fact, medical items and pharmaceuticals are typically the most-seized products. Counterfeit Trends.

Pharmaceutical 40

Pharmaceutical Profit and Loss Manufacturing Sales 40

PYMNTS

FEBRUARY 12, 2018

The emergence of these models reveals that the standard measure of GDP totally ignores the economic value consumers get from all the free stuff. Because of that perk, the economic value of making it easier for Venmo and P2P networks to move money between parties isn’t captured anywhere: It’s a big zero as far as most economists are concerned.

Manufacturing 54

Manufacturing Retail eCommerce Sales 54

CFO News Room

FEBRUARY 2, 2022

David Conrod, what a fascinating career in the world of capital raising and private equity from Guggenheim Partners to FocusPoint Capital, he really has seen just a little bit of everything and is very, very knowledgeable about how that side of the investment world works. HSBC sponsored the team to invest in India and South Asia.

Investments 100

Investments Economics Numbers Marketing 100

Musings on Markets

OCTOBER 18, 2024

The Law in Spirit and Letter In the latter part of the nineteenth century, as the United States was transitioning from an emerging market to a global economic power, its growth was powered by three industries - steel, railroads and oil - all requiring large investments in infrastructure.

Advertising 73

Advertising Profit and Loss Economics Entertainment 73

Barry Ritholtz

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Global Finance

OCTOBER 10, 2024

Much more is needed: The Central Bank of the Republic of Argentina (BCRA) still lacks independence from the government, and the ongoing economic and financial changes are part of a radical deregulation and modernization agenda that will take time to implement. Still, the rate of GDP expansion is petering out, from 17% in 2021 to 14.4%

Economics 52

Economics Foreign Exchange Currencies Banking 52

Barry Ritholtz

DECEMBER 12, 2023

You fell in love with investing as an 8-year-old. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. Things get worse at one of the companies that I’ve invested in. I’m curious how your investing philosophy has evolved over, over the past 30 plus years.

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

SEPTEMBER 10, 2023

That’s been estimated as high as $50 billion a year by the Economic Policy Institute, which extrapolated from a 2008 survey of low-wage front-line workers in Los Angeles, Chicago and New York. ( Voleon was one of the first hedge funds to use AI as a core of its investing model. Giving him whatever he wants. Previously, he was at D.

Pharmaceutical 52

Pharmaceutical Education Investments Economics 52

Musings on Markets

APRIL 20, 2021

There are other options embedded in the tax code allowing for tax credits and deductions for some investments and expenses, with sectors like real estate being prime beneficiaries. It thus weights bigger companies more than smaller companies. billion in accrual taxes and $15.98 billion in cash taxes.

Pharmaceutical 52

Pharmaceutical Numbers Economics Finance 52

Barry Ritholtz

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein. BERNSTEIN: Yes.

Quantitative Analysis 64

Quantitative Analysis Investments Valuation Marketing 64

Barry Ritholtz

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Investments Construction Concentration 64

Barry Ritholtz

OCTOBER 8, 2024

The transcript from this week’s, MiB: Vincent Aita of Cutter Capital on the DNA of Biotech Investing , is below. You don’t go for a doctorate in economics. So what was your first gig in the world of investing? Paramount was a small boutique biotech firm that had investments in both private equity side and public.

Healthcare 59

Healthcare Investments Pharmaceutical Profit and Loss 59

Barry Ritholtz

APRIL 25, 2023

Brian Hamburger has been one of the leading authorities in the world of registered investment advisories, broker-dealers, SEC regulatory compliance. We also co-invested in an investment recently where we — RITHOLTZ: That’s right. HAMBURGER: — we participated in the same investment. Has that closed?

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Compliance Investments Finance 64

Barry Ritholtz

AUGUST 19, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Investment Lessons from 400 Years of “Confusion of Confusions” Three Hundred and Thirty-Five years ago, in 1688, Joseph de la Vega wrote, “Confusion de Confusiones”, considered to be worlds first book on stock trading.

Pharmaceutical 97

Pharmaceutical Sales Economics Securities 97

Musings on Markets

OCTOBER 28, 2024

What do corporate venture capital (CVC), sovereign wealth funds (SWF) and green investing share in common? Corporate Venture Capital Corporate venture capital (CVC) refers to capital invested by established firms, into young companies and start-ups, sometimes in the same business and sometimes in others.

Investments 67

Investments Profit and Loss Benchmarking Accounting 67

CFO News Room

JANUARY 22, 2023

health department warns of drug-resistant gonorrhea strain Boston.com Davos The ‘greatest tragedy’ would be if central banks don’t finish the job on inflation, Larry Summers says CNBC (Kevin W) World Economic Forum hemorrhoid, Chrystia Freeland, thinks the middle class makes too much money. The WEF is as evil as you think.

Healthcare 130

Healthcare Pharmaceutical Economics Leadership 130

Global Finance

OCTOBER 16, 2024

Beyond that, the Japanese giant pledged to invest another $1.4 The Committee on Foreign Investment in the United States (CFIUS) is now preparing its recommendation, which is not expected until after the November election. Japan overtook the UK in 2019 as the biggest source of foreign direct investment into the US, Hayashi notes.

Pharmaceutical 87

Pharmaceutical Manufacturing Strategic Planning Construction 87