Musings on Markets

JANUARY 10, 2025

It is the end of the first full week in 2025, and my data update for the year is now up and running, and I plan to use this post to describe my data sample, my processes for computing industry statistics and the links to finding them. Insider, CEO & Institutional holdings 2. Aggregate operating numbers 3. Beta & Risk 1.

Corporate Finance 119

Corporate Finance Valuation Finance Numbers 119

Musings on Markets

FEBRUARY 12, 2025

In this post, I will focus on how companies around the world, and in different sectors, performed on their end game of delivering profits, by first focusing on profitability differences across businesses, then converting profitability into returns, and comparing these returns to the hurdle rates that I talked about in my last data update post.

Hurdle Rate 72

Hurdle Rate Accounting Investments Economics 72

Global Finance

FEBRUARY 4, 2025

Additionally, SCF makes cash flow more predictable, aiding in better emergency planning. Financial institutions can better understand the risk profiles of small suppliers by leveraging alternative data and machine learning, thus expanding access to financing. It also boosts adaptability and maintains stability in challenging markets.

Finance 52

Finance Invoicing Banking Manufacturing 52

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. But the true change comes when, hey, you know what, those loyal to that technological change figure out over not one, two, but three, five years, how to drive change and how to leverage it. That means a low hurdle rate.

Leadership 111

Leadership Investments Profit and Loss Technology 111

CFO News Room

NOVEMBER 8, 2022

Michael Kitces is Head of Planning Strategy at Buckingham Strategic Wealth , a turnkey wealth management services provider supporting thousands of independent financial advisors. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Musings on Markets

MARCH 8, 2023

The dividend principle, which is the focus of this post is built on a very simple principle, which is that if a company is unable to find investments that make returns that meet its hurdle rate thresholds, it should return cash back to the owners in that business.

Hurdle Rate 102

Hurdle Rate Corporate Finance Investments Finance 102

Barry Ritholtz

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. A great example, you know, some of these things you can plan for and some you can’t. You begin in audit practice at KPMG.

Investments 119

Investments Banking Advertising Numbers 119