Musings on Markets

FEBRUARY 8, 2025

A key tool in both endeavors is a hurdle rate a rate of return that you determine as your required return for business and investment decisions. It deepens the acquaintance because you encounter hurdle rates in almost every aspect of finance, and it ruins it, by making these hurdle rates all about equations and models.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

Musings on Markets

JANUARY 10, 2025

The Variables The variables that I report industry-average statistics for reflect my interests, and they range the spectrum, with risk, profitability, leverage, and dividend metrics thrown into the mix. Since I teach corporate finance and valuation, I find it useful to break down the data that I report based upon these groupings.

Corporate Finance 115

Corporate Finance Valuation Finance Numbers 115

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” Is it at 1.5%?” And then we have the 0% cap.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

NOVEMBER 8, 2022

I mean, I didn’t want to blow my own trumpet up too much because most of the positions were in place, the quality funds, which more defensive and less leveraged, and low allocation to — a relatively low allocation to equities, and then the hedge funds sort of long/short positions that benefited in the financial crisis.

Valuation 59

Valuation Finance Investments Banking 59

Barry Ritholtz

NOVEMBER 25, 2024

So you’ve got, you’ve got a modeling hurdle rate that you need to figure out when you’re adding diversifiers. And instead of replacing a house, you’re replacing exposure like the s and p 500 or treasuries, where historically it’s been really hard to beat the market. This is implicitly leverage.

Leverage 59

Leverage Investments Marketing Math 59

Barry Ritholtz

DECEMBER 26, 2023

00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. You, you mentioned the fed raising rates. What do you see in, in treasuries and the fixed income half of the portfolio? You can see it also in futures positioning. You had a long time, long way to go.

Marketing 64

Marketing Leadership Finance Investments 64