CFO News Room

JANUARY 18, 2023

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. To the extent that accountants mis-categorize expenses like leases and R&D, returns can be skewed, as can restructuring and one-time charges.

Marketing 130

Marketing Hurdle Rate Investments Accounting 130

Musings on Markets

FEBRUARY 27, 2022

Even though we live in an age where user platforms and hyper revenue growth can drive company valuations, that adage remains true. To the extent that accountants mis-categorize expenses like leases and R&D, returns can be skewed, as can restructuring and one-time charges.

Hurdle Rate 99

Hurdle Rate Investments Accounting Entertainment 99

Barry Ritholtz

OCTOBER 21, 2024

Default rates are near zero now, fault rates are, are kind of skewed a bit because you, you do have perhaps in high yield, if you look at, you know, with these liability management exercises and other restructurings outta court, it doesn’t default. What’s been been keeping you entertained? So it does factor into it.

Investments 59

Investments Numbers Marketing Leverage 59

Barry Ritholtz

MARCH 5, 2024

What happened over the last year and a half or so is rates went up and valuations went down. I think those are the things that are gonna keep lawyers and restructuring advisors very busy for the foreseeable future. What’s been keeping you entertained either video or audio, Netflix or, or podcasts? Do originations change?

Mergers and Acquisitions (M&A) 59

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 59

Barry Ritholtz

SEPTEMBER 23, 2024

You know, when you look at something like a Bloomingdale’s, what you have to ask yourself is, Bloomingdale’s is restructuring. And at this point in time, the bankruptcy processes, the restructuring processes weren’t that well developed, right? It’s going through a bankruptcy, right? You have to price it.

Restructuring 59

Restructuring Leverage Investments Banking 59

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. So as the market and the industry restructure, we’ll certainly be very opportunistic.

Investments 59

Investments Banking Entertainment Valuation 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