CFO News Room

DECEMBER 24, 2022

Invest with Peer-to-Peer Lending. Capital to invest, basic credit knowledge, risk tolerance. Investing in Cryptocurrency. Capital to invest, high risk tolerance, basic understanding of cryptocurrency trends. Capital to invest. Ability to identify profitable sale items, marketing and organizational skills.

Investments 130

Investments Marketing Communication Advertising 130

Barry Ritholtz

MARCH 23, 2024

The bill, meant to force the sale of TikTok, passed by a landslide. link] • Large language models, explained with a minimum of math and jargon : Want to really understand how large language models work? link] Be sure to check out our Masters in Business this week with Liz Ann Sonders , Chief Investment Strategist at Schwab.

Math 75

Math Investments Finance Sales 75

Barry Ritholtz

JULY 20, 2023

Second, follow Charlie Munger’s advice and invert the sales pitch: 70% of the upside (you give up 16.62% per year for 2 years) with none of the downside sounds attractive – unless you think about what you are really giving up and getting in exchange.

Math 74

Math Planning Sales Retail 74

PYMNTS

MARCH 30, 2020

The construction and manufacturing sectors were the most bullish, as consumers bought new houses and invested in improving the ones in which they were living. Thirty-eight percent report between $1 million and $5 million in annual sales, and 50 percent report between $100,000 and $1 million. A third (33 percent) aren’t sure they will.

Construction 92

Construction Sales Math Manufacturing 92

Michigan CFO

JULY 13, 2021

Jason Calacanis, an early Uber investor, congratulated the company on Twitter for continuing to grow its sales while cutting its loss from $991 million in the previous quarter. Losses down, even though they keep investing heavily around the world.” Finding a way to be profitable at less-than-record-sales levels is critical.

Profit and Loss 52

Profit and Loss Math Sales CFO 52

PYMNTS

JUNE 14, 2016

The firm said via release that the latest funding brings the cumulative investment in the firm to date to just under $13 million. Through the Market platform, sales agents, who are billed as micro-entreprenuers, help with prepaid electric bills, for example. It’s simple math.”.

Securities 52

Securities Math Marketing Sales 52

PYMNTS

AUGUST 20, 2019

While rivals Papa John’s and Pizza Hut have said deliveries through Grubhub and DoorDash have helped them expand into new markets and boost sales, Domino’s Chief Executive Ritch Allison told The Wall Street Journal that the profit hit and reputational risk of working with those companies isn’t worth the extra revenue.

Math 49

Math Sales Technology Investments 49

Barry Ritholtz

MARCH 31, 2023

Embattled First Republic Bank is no longer searching for a buyer as investment advisors and company executives seek to repair the company’s balance sheet before any sale might take place, FOX Business has learned. ( It’s how the world’s most valuable company built a better way of listening to Mozart and Beethoven.

Math 64

Math Banking Economics Securities 64

PYMNTS

OCTOBER 14, 2016

In a retail reality where everything is always on sale, coupons were the clever method by which brick-and-mortar shops drew in customers with deals. Because everything is always on sale and because there are any number of ways to collect digital coupons and discounts, who needs all the extra paper?

Profit and Loss 75

Profit and Loss Math Retail Sales 75

PYMNTS

SEPTEMBER 7, 2018

When Stripe did the back-of-the-envelope math on that misallocation of time, the company found it to be worth nearly $300 billion in potential gross domestic product (GDP) on an annual basis. Business[es], particularly smaller ones when they are growing, need to invest in core innovation,” Johnson said.

Math 61

Math Sales CFO Leverage 61

PYMNTS

SEPTEMBER 8, 2020

There are challenges to overcome, as always, but the math works out well for adopters. The ROI of Orchestration. Tech stacks are using orchestration layers to achieve this, with some eye-opening results.

Math 58

Math eCommerce Retail Sales 58

The Charity CFO

JANUARY 17, 2022

You can grasp nonprofit accounting basics in just a few minutes, even if you’ve never taken an accounting course (and even if you hated math in high school). However, it can also be cash from sales of products, courses, or subscriptions. Sales of products or services. Examples of nonprofit revenue sources: Cash donations.

Nonprofit 98

Nonprofit Accounting Profit and Loss Accounts Payable 98

CFO News Room

DECEMBER 17, 2022

sales positions), which unfortunately makes it easier for those who take full-time sales jobs with no real financial planning to meet the experience requirement than those who take part-time paraplanner jobs as career changers even though it provides far more meaningful financial planning experience.

Planning 130

Planning Education Investments Benchmarking 130

Barry Ritholtz

SEPTEMBER 19, 2022

He has a fascinating background in technology and software, and is interested in all sorts of interesting things, ranging from climate change to humanism, to the huge transitions that humans have gone through as a species and what it means to society, investing, scarcity and just the quality of life that we will enjoy as a species.

Valuation 122

Valuation Investments Marketing Technology 122

PYMNTS

NOVEMBER 19, 2018

Walmart’s Q3 earnings last week was a story of strong digital sales and 16 consecutive quarters of same-store sales growth. 3 post position, displacing Apple, at roughly 4 percent of retail sales. First, the rapid growth in online sales, of which Amazon has a 50 percent share. The Battle for the Consumer’s Whole Paycheck.

Healthcare 66

Healthcare Retail Sales Math 66

Barry Ritholtz

AUGUST 29, 2023

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. Businessweek ) but see With cash earning 5%, why risk money on the stock market?

Treasury 52

Treasury Math Economics Sales 52

CFO News Room

DECEMBER 15, 2022

Just the math of an advisory firm only goes so far at the end of the day.” I could do the rough math on his firm. just to make the math easy. And literally in the same day, I had somebody super smart who invests in big RIA firms tell me that fee compression is going to eat everything. If you charge 1.1

Math 130

Math Planning Benchmarking Technology 130

PYMNTS

FEBRUARY 2, 2017

Analysts expect the online retail giant to report a 25 percent increase in fourth-quarter sales to $44.7 Revenue could largely be boosted by the company-reported best-ever holiday sales. All toys selected will in some way be related to science, technology, engineering and math. 2 after market close.

Math 51

Math Transportation Retail Education 51

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). Let’s look closer at the headcount math. Current staff.

Planning 98

Planning Financial Planning and Analysis (FP&A) Forecasting Math 98

CFO News Room

DECEMBER 1, 2022

So, a few years ago I was at a conference for executives of very, very, very large financial services enterprises who were talking about these huge ginormous checks that they were writing to make investments into advisor technology. What an incredible technology investment if they can pull this off.”

Technology 130

Technology Planning Investments Leverage 130

Barry Ritholtz

SEPTEMBER 12, 2022

She is Head of North America Investments for Citi Global Wealth, which is a giant wealth management arm of the giant Citibank. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned. Her name is Kristen Bitterly Michell.

Investments 119

Investments Marketing Profit and Loss Banking 119

PYMNTS

JULY 20, 2018

Capital One delivered another quarter of strong financial performance as we continued to invest to grow and drive our digital transformation,” Fairbank said in a statement. “We We saw credit improvement across our businesses, and growth math is now helping overall domestic credit card trends.”. The company reported earnings of $1.9

Profit and Loss 40

Profit and Loss Math Banking eCommerce 40

Barry Ritholtz

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52

Math Investments Leadership Entertainment 52

CFO News Room

FEBRUARY 2, 2022

Dan is a Partner and the Chief Investment Officer at Capasso Planning Partners, a rapidly growing independent RIA based in Charleston, South Carolina that oversees about $250 million of assets under management for 300 client households across the country that are all served virtually. Executive Summary. Dan: It’s interesting.

Planning 130

Planning Math Numbers Investments 130

PYMNTS

MAY 8, 2017

While many consumers know Moore’s pain, most do not have a degree from the Harvard Business School like Laura Moore does — nor over a decade of experience investing in the food and grocery businesses. We can solve this problem with math and data. Whoever said math couldn’t be delicious?” Moore said.

Math 48

Math Budgeting Planning Marketing 48

Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Partnering with various functions such as marketing, sales, and supply chain has equipped me with a holistic view of how finance intertwines with the broader spectrum of business operations.

Finance 52

Finance Leadership Auditing Math 52

CFO News Room

DECEMBER 6, 2022

And it was a very sales-oriented culture. And what I realized very quickly is that I really didn’t like the sales aspect, but I was actually good at it. And I think he wanted to train me and wanted to invest in me, and he saw that to be the best way to invest in me. I was at the top of the board. Natalie: Yeah.

Planning 130

Planning Budgeting Investments Communication 130

PYMNTS

NOVEMBER 6, 2017

It’s a tempting value proposition: fashion made easy by handing off the curation to those with the time, skill and interest in turning around on-point looks — and all with minimal investment of intellectual energy on the part of the consumer. million in clothing sales and fees last year, and but also its active client base of 2.2

Math 40

Math Retail Valuation Forecasting 40

PYMNTS

NOVEMBER 29, 2017

If they want to look legitimate, said Frechtling, then bad guys must manage their core business by the same four business fundamentals as good guys: marketing, sales, operations and receivables. Scalable costs are investments made so that the business is easy to find for those who want it. Management teams should do so monthly.

Math 46

Math Communication Sales Transportation 46

Barry Ritholtz

SEPTEMBER 19, 2023

Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. I, I found this to be really an intriguing conversation with somebody who, whose investment charge is unconstrained. Two reasons.

Investments 59

Investments Math Risk Management Benchmarking 59

PYMNTS

OCTOBER 26, 2019

Just assume it would be somewhere between unaffordable and priceless, assuming it would even be available for sale. When it comes to objects from mythology – well, you can certainly do the math on that one. That said, data about potential cost is still hard to come by, at least for this particular object.

Math 40

Math Education Economics Sales 40

CFO News Room

NOVEMBER 1, 2022

It’s why we tend to also do investment management, or also do something to implement. And not because it’s not necessarily profitable to give advice for clients at those price points, but that in order to do it and make the math work, you need a lot of clients.

Planning 130

Planning Investments Accounting Numbers 130

PYMNTS

MAY 16, 2016

First, overall, the government reported that retail sales were up – and by a lot. Sales of clothes, home furnishings, sporting goods and more were all up. In fact, sales of sporting goods were up more than 7 percent this year over last, and home furnishings up nearly 5 percent. It’s all about the math.

Retail 43

Retail Sales CFO Numbers 43

PYMNTS

JUNE 14, 2019

by 22 percent based on CEO Jeff Bezos’ recent disclosure that independent retailers accounted for more than 58 percent of Amazon’s gross margin on retail sales. retail sales. It is a complicated question — and one greatly dependent on how exactly one lays out the math. The firm is also investing $1.5 market share.

eCommerce 40

eCommerce Retail Leverage Marketing 40

CFO News Room

NOVEMBER 22, 2022

So, my prior broker dealer, it was Fortune 100 company, they have tremendous obviously philosophies in place on how they get their sales force to produce amazing results. The compensation, ultimately, was dependent on a mix of products, and then the investment revenue coming in. The culture was very product driven. It feels amazing.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

DECEMBER 20, 2022

Emily is the Senior Financial Planner for Archer Investment Management, a virtual Independent RIA based in Austin, Texas, that oversees $170 million of assets under management for nearly 170 families. ” I’m guessing someone else was like, “And I’m going to go on and get the next sale.” Emily: Yeah.

Education 130

Education Planning Numbers Securities 130

Onplan

DECEMBER 28, 2021

NoMoreOffice has a 80-person team scattered around the country; 60 are already remote, and 20 work in one of three offices: a 5-person marketing team in Utah; 10-person customer service team in Arkansas; and 5 sales reps in Florida (see screenshot below). Let’s look closer at the headcount math. Current staff.

Planning 52

Planning Financial Planning and Analysis (FP&A) Forecasting Math 52