Musings on Markets

DECEMBER 21, 2022

Starting in late January 2023, I will be back in the classroom, teaching valuation and corporate finance to the MBAs and valuation to the undergraduates, and these classes will continue through May 2023. It is ironic, and perhaps telling, that our understanding of statistics seems to have hit rock bottom in the age of big data.

Valuation 91

Valuation Corporate Finance Finance Financial Analysis 91

Fpanda Club

JULY 24, 2022

Warren Buffett once suggested that the concepts of time value of money and discounted cash flow (DCF) model were introduced more than 2500 years ago. A related idea is articulated by the information-action paradox which describes the problem many companies face while investing in projects with high level of uncertainty, including innovation.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

Musings on Markets

NOVEMBER 15, 2022

In fact, I concluded the post by arguing that investors in Facebook were pricing in their belief that the billions of dollars the company had invested in the Metaverse would be wasted, and argued that Facebook faced some of the blame, for not telling a compelling story to back the investment.

Valuation 92

Valuation Advertising Numbers Investments 92

Fpanda Club

SEPTEMBER 2, 2021

This process usually presumes the close collaboration of FP&A teams with business leaders and executives to align goals and expectations and create a common financial model of future revenues, costs and cash flows based on the external and internal factors and conditions.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

Cube Software

MAY 11, 2023

These financial modeling tools are one of the most important to help a company prepare for any kind of scenario imaginable and map out a future trajectory. Pro forma statements are financial projections that ask and attempt to answer "what if" questions. That's where pro forma statements come into play.

GAAP 40

GAAP Financial Planning and Analysis (FP&A) Profit and Loss Accounting Principles 40

BlueLight

AUGUST 21, 2020

From there I was recruited by Coopers & Lybrand in San Francisco to join their valuation group?—?before While at PWC I started writing business plans and creating financial models for startups. After a brief stint in investment banking, I missed working with founders and decided to venture out on my own.

Planning 52

Planning Startups Marketing CFO 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 104

Benchmarking Concentration Investments Profit and Loss 104