Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments 59

Investments Economics Marketing Benchmarking 59

PYMNTS

NOVEMBER 12, 2018

Online lender Social Finance (SoFi) continues to struggle, recording an adjusted loss of around $12 million during the third quarter before interest, taxes, depreciation and amortization. The FinTech company has now recorded losses for the second consecutive quarter. In August, it posted a second quarter loss of about $200 million.

Profit and Loss 73

Profit and Loss Leadership Investments Finance 73

PYMNTS

DECEMBER 18, 2020

Secondhand eCommerce platform Poshmark filed for an initial public offering (IPO) after posting more than $30 million in profit across two consecutive quarters. “We We only recently became profitable and have experienced net losses. The Silicon Valley startup posted a net loss of $14.5 million last year.

Profit and Loss 82

Profit and Loss Startups eCommerce Economics 82

Centage

SEPTEMBER 13, 2022

There is some risk to using past performance to inform your long-term plans, and this can be compounded during times of economic uncertainty. Your company needs to make plans for the future. It shows what your business owes and owns, along with how much shareholders have invested. What Is Financial Forecasting?

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Planning Forecasting Profit and Loss 98

CFO News Room

NOVEMBER 5, 2022

in premarket trading despite reporting a smaller-than-expected quarterly loss and revenue that topped Wall Street forecasts. after reporting better-than-expected quarterly revenue, even though its loss was larger than analysts had anticipated. Starbucks said its investments in new equipment and higher wages for workers are paying off.

Profit and Loss 130

Profit and Loss Forecasting Economics Sales 130

CFO Talks

FEBRUARY 6, 2025

Corporate finance is all about managing money wisely so a company can invest in the right opportunities, fund its growth, manage its daily expenses, and prepare for risks. Without good financial planning, even a profitable company can run into trouble. They ask questions like: Will this investment make more money than it costs?

Corporate Finance 52

Corporate Finance Finance Profit and Loss Investments 52

CFO News Room

DECEMBER 10, 2022

But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? In my estimation, compound interest is critical to successful investing. That’s what compound interest can do with your savings and investments. The $26.28

Investments 130

Investments Accounting Treasury Construction 130

CFO Talks

FEBRUARY 18, 2025

Without proper planning, companies may struggle to pay bills, manage debts, or take advantage of new opportunities. It ensures that businesses have enough cash to pay for daily expenses, manage investments, and protect themselves from financial risks. Invest money wisely to earn profits without taking unnecessary risks.

Treasury 52

Treasury Profit and Loss Currencies Risk Management 52

CFO News Room

JANUARY 6, 2023

Having $2,000 to $3,000 to invest is a good feeling, but how you allocate those funds can impact your finances more than you might realize. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money. Before you decide where to invest $2,000 to $3,000, think about when you’ll need the money.

Investments 130

Investments Accounting Finance Healthcare 130

Future CFO

MARCH 3, 2025

This doesn't necessarily translate to job losses, but rather a shift in required skills. This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. Integrate ESG : Incorporate ESG considerations into financial planning, reporting, and investment decisions.

Finance 69

Finance Communication Leadership Profit and Loss 69

The Finance Weekly

FEBRUARY 23, 2025

Did you know that 35% of organizations identify data quality and timeliness as significant barriers to effective financial planning and analysis (FP&A)? According to Gartner, 53% of organizations do not fully achieve their strategic objectives, often due to poor planning. Steps to implement: Define a forecast period (12-24 months).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Risk Management 52

CFO News Room

NOVEMBER 10, 2022

Nio (NIO) – The China-based electric car maker posted a wider-than-expected quarterly loss, but said it expected deliveries to nearly double in the current quarter from a year ago. in the premarket after it reported a wider-than-expected quarterly loss. WeWork also plans to exit about 40 underperforming locations this month.

Profit and Loss 130

Profit and Loss Forecasting Sales Investments 130

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. A loss decreases equity.

Financial Modeling 52

Financial Modeling Mergers and Acquisitions (M&A) Budgeting Forecasting 52

Fpanda Club

JULY 24, 2022

oracle Aesop formulated his investment insight "a bird in the hand is worth two in the bush" and since that time the model for calculating the value of an asset as the present value of the cash generated by this asset throughout its life has remained unchanged. In about 600 B.C. and help identify most probable outcomes.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

FEBRUARY 26, 2025

However, a poorly executed deal can cause financial losses, employee dissatisfaction, and even the downfall of a company. Discounted Cash Flow (DCF) Analysis DCF estimates the future profits of a business and calculates their present value. Poor integration can lead to employee turnover, customer loss, and operational disruptions.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Profit and Loss Valuation Compliance 52

CFO Plans

FEBRUARY 17, 2025

It’s imperative to track financial health indicators, such as cash flow statements, balance sheets, and profit and loss accounts. Learn how CFO Plans can help you monitor these vital signs. Sustainable growth strategies ensure that every step forward is backed by careful planning and financial stability.

Cash Flow Forecasting 52

Cash Flow Forecasting CFO Profit and Loss Startups 52

CFO News Room

JANUARY 28, 2023

Paco Freire/Sopa Images | Lightrocket | Getty Images Check out the companies making headlines before the bell: Intel — The chipmaker suffered a 9% loss in its shares in early morning trading after its latest financial results missed analysts’ estimates and showed significant declines in the company’s sales, profit and gross margin.

Profit and Loss 130

Profit and Loss Forecasting Marketing Sales 130

E78 Partners

NOVEMBER 18, 2024

Budget Mismanagement: With a clear financial plan, interim leaders may be able to manage budgets effectively, resulting in overspending or resource misallocation. Loss of Stakeholder Confidence: Investors and clients may become wary during leadership changes, which can cause fluctuations in stock prices or contract renewals.

Leadership 52

Leadership Budgeting Profit and Loss CFO 52

PYMNTS

FEBRUARY 18, 2019

However, Uber’s revenue increased only 2 percent between Q3 and Q4, reaching $3 billion, a 24 percent increase over the previous year — leading some investors to question the ridesharing firm’s future prospects for profitability. Losses came in at $1.8 billion in losses reported at the same time in 2017.

Profit and Loss 73

Profit and Loss Transportation Advertising Accounting 73

PYMNTS

MAY 24, 2018

Uber, the ride-hailing company, plans to pour its profits into expanding its products and investing in technology in emerging markets. BGR , citing an email penned by Uber CEO Dara Khosrowshahi, reported the company will reinvest profits in emerging markets, including India, so it can beef up Uber Eats and JUMP.

Profit and Loss 40

Profit and Loss Planning Marketing Valuation 40

PYMNTS

OCTOBER 21, 2020

Swedish peer-to-peer (P2P) lending startup Lendify has secured $115 million in funding from Insight Investment, according to a Bloomberg report on Wednesday (Oct. Last year Insight Investment supported the digital lender with a 1.5 Lendify said the latest funding round will help the company advance its European expansion plans.

Startups 103

Startups Profit and Loss Investments Banking 103

PYMNTS

NOVEMBER 17, 2020

Chinese eCommerce platform Pinduoduo plans to raise up to $5.6 billion to invest in its one-day delivery service of farm goods across China, among other projects. The company plans to offer up to 25.3 Despite being one of China’s largest shopping platforms, Pinduoduo has yet to turn a profit.

Profit and Loss 90

Profit and Loss Manufacturing eCommerce Investments 90

PYMNTS

AUGUST 3, 2020

HSBC, Europe’s biggest bank, has seen its profits plunge in the first six months of 2020, squeezed by low interest rates and the COVD-19 pandemic, The Telegraph reported. Pre-tax profits fell to $4.3 billion loss, the newspaper reported. Pre-tax profits fell to $4.3 billion loss, the newspaper reported.

Profit and Loss 56

Profit and Loss Banking Securities Numbers 56

CFO News Room

JANUARY 19, 2023

It was founded in 2013 by two Stanford roommates, Baiju Bhatt and Vlad Tenev, who wanted to make investing simpler and more accessible to everyone. They also offer educational resources to help users learn the basics of investing. Their CRD # 165998 which can be found on their FINRA BrokerCheck firm summary. Is Robinhood Safe to Use?

Profit and Loss 130

Profit and Loss Securities Nonprofit Investments 130

CFO Share

FEBRUARY 22, 2024

The result is never enough cash to pay vendors, make payroll, or invest in equipment or systems required for basic operations. Plan and execute staffing reductions during off-peak or slow seasons. In reality, they are digging their way deeper into a hole by incurring losses on each additional unit sold.

Profit and Loss 20

Profit and Loss Forecasting CFO Sales 20

PYMNTS

OCTOBER 30, 2020

Sportswear giant Under Armour reported a third-quarter profit of $38.9 Patrik Frisk, president and CEO of Under Armour, told The Baltimore Sun that the company is focused on returning to profitability and is planning to invest in eCommerce and company-owned retail outlets. . The deal is valued at up to $345 million.

Sales 87

Sales Profit and Loss eCommerce Retail 87

PYMNTS

APRIL 26, 2019

Uber , the ride-hailing startup gearing up to go public via an initial public offering (IPO), is reportedly seeking a valuation of between $80 billion and $90 billion and is getting a $500 million investment from PayPal. At the high end of its IPO range, it’s below the $120 billion that investment bankers told Uber it could garner in 2018.

Valuation 56

Valuation Investments Profit and Loss Startups 56

PYMNTS

MARCH 27, 2019

On-demand workspace startup WeWork has secured significant funding from investors and has aggressive plans for global expansion, but the company’s losses are ballooning, according to reports in The New York Times this week. According to the company’s latest financial disclosure, the firm’s losses have hit $1.9

Profit and Loss 43

Profit and Loss Startups Valuation Securities 43

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors. Team Kitces.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Musings on Markets

DECEMBER 10, 2023

We will end with a discussion of how enterprises try, with mixed effects, to build protections against the loss of key personnel. We will then follow up with a framework for thinking about how key people can affect the value of a business, with practical suggestions on valuing and pricing key people. Who is a key person?

Valuation 128

Valuation Profit and Loss Entertainment Investments 128

PYMNTS

FEBRUARY 16, 2020

Rakuten’s sales come on the heels of its operating loss of 40 billion yen, or $360 million, last quarter. Though it saw some gains in the financial technology business, it had losses when it came to ride-hailing investments, like the one it had in Spain’s Cabify.

Profit and Loss 67

Profit and Loss Valuation Investments CFO 67

CFO News Room

FEBRUARY 4, 2022

suffered the largest-ever loss. John Lynch, chief investment officer at Comerica Wealth Management, which manages $175 billion. Amazon relieved investors with a near doubling in profit in the holiday period and said it is raising the price of its Prime membership in the U.S. AMZN 13.54%. Meta Platforms Inc. Pinterest Inc.

Marketing 130

Marketing Profit and Loss Advertising Valuation 130

PYMNTS

SEPTEMBER 12, 2016

Spend management software company Coupa first grabbed headlines when it entered the Unicorn Club following its $80 million investment round last year. Coupa is going public, planning an IPO to raise a goal of $75 million on the Nasdaq Global Market, reports said on Friday (Sept. Now, the company is doing it again.

Planning 51

Planning Accounts Payable Profit and Loss Accounting 51

Global Finance

OCTOBER 11, 2024

JPMorgan Chase takes the top honor as Global Finance ’s World’s Best Bank for 2024, as well as the World’s Best Investment Bank and World’s Best Private Bank. Despite this, select financial institutions have threaded the needle and delivered stellar performances to their clients and shareholders over the past year.

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

CFO News Room

DECEMBER 30, 2022

has brought a wide range of changes to the world of retirement planning. And given the variety of planning opportunities created by the legislation – from the raising of the beginning age for RMDs to the ability to transfer funds from 529 plans to Roth IRAs – advisors have a significant opportunity to demonstrate value for their clients!

Planning 130

Planning Auditing Investments Securities 130

CFO News Room

DECEMBER 26, 2022

Personally, it has been a big year of change as well, with the Kitces.com platform adding new team members, rolling out a new IAR CE offering and our latest Estate Planning course, and introducing the AdvisorTech Directory, among other additions, to fulfill our own mission of “Making Financial Advicers Better and More Successful”.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Musings on Markets

FEBRUARY 8, 2024

I was planning to finish my last two data updates for 2024, but decided to take a break and look at the seven stocks (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia and Tesla) which carried the market in 2023. trillion during the course of the year.

Marketing 139

Marketing Valuation Profit and Loss Advertising 139