Barry Ritholtz

OCTOBER 9, 2024

 ATM: Valuation is an exercise in faith with Aswath Damodaran. Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. . ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation.

Valuation 130

Valuation Investments Finance Marketing 130

CFO News Room

FEBRUARY 3, 2023

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Based at least on the reactions, I have realized that some may be misreading my story and valuation, ore reacting just to a picture in a tweet.

Valuation 130

Valuation Investments Forecasting Numbers 130

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Return on (invested) capital 2. Buybacks 2.

Corporate Finance 119

Corporate Finance Valuation Finance Numbers 119

PYMNTS

JANUARY 7, 2021

TCV's investments include Netflix, RELEX, Spotify and WorldRemit. . The deal raises the valuation of Mambu and its software banking platform to more than €1.7 TCV led the latest round of financing, with Tiger Global and Arena Holdings contributing additional dollars. billion ($2 billion), the company said in a press release.

Valuation 102

Valuation Investments Nonprofit Banking 102

Global Finance

APRIL 5, 2025

The top five IPOs by valuation in 2024 were Lineage on the Nasdaq ($5.1 Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. IPOs, however, are enjoying a surge. In Europe, IPOs are down 19%. billion), Puig Brands in Madrid ($2.9

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

Musings on Markets

JANUARY 17, 2025

I will follow up by trying to judge where markets stand at the start of 2025, starting with PE ratios, moving on to earnings yields and ending with a valuation of the index. In a more subtle variants, there will be growth, but that growth will come from investments that earn returns equal to the cost of equity.

Treasury 127

Treasury Valuation Marketing Forecasting 127

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

CFO News Room

JANUARY 15, 2023

billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. . The Twitter Story. billion, well below the $9.6

Valuation 130

Valuation Advertising Numbers Education 130

Global Finance

APRIL 5, 2025

TM Infrastructure And Project Finance: European Bank for Reconstruction and Development It was a record-setting year for the European Bank for Reconstruction and Development (EBRD), with more than $17 billion invested in infrastructure and development projects globally, representing a 30% increase in year over year. billion valuation.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Healthcare 52

CFO News

MARCH 17, 2025

Manish Sonthalia of Emkay Investment Managers highlights the impact of macroeconomic changes on India's market, particularly regarding de-dollarisation and fiscal policies. Additionally, he emphasizes valuation concerns in capex stocks despite government initiatives.

Valuation 40

Valuation Investments Marketing 40

Musings on Markets

NOVEMBER 9, 2021

If you are interested, you can see my valuations from 2014 , 2016 and 2017. The second is on investment and capital intensity , where it has managed to take what critics pointed to as weaknesses (unwillingness to build large and expensive assembly plants ahead of time, to meet future demand) and made them into strengths.

Valuation 101

Valuation Profit and Loss Manufacturing Investments 101

CFO News Room

NOVEMBER 17, 2022

Real estate investing can be intimidating to new investors – you must search for the right property, obtain financing, purchase the property, and then find tenants. Real estate investing takes work and can be risky, and many don’t have the time or risk tolerance to commit. You can also find tenant-occupied investment properties here.

Investments 130

Investments Valuation Finance Accounting 130

Barry Ritholtz

FEBRUARY 7, 2024

 At the Money: Stock Picking vs. Value Investing with Jeremy Schwartz, Wisdom Tree. Should value investing be part of that strategy? TRANSCRIPT: Jeremy Schwartz Value Investing Barry Ritholtz : How much you pay for your stocks has a giant impact on how well they perform. What Is value investing?

Investments 118

Investments Valuation Construction Marketing 118

PYMNTS

SEPTEMBER 18, 2020

billion valuation, CNBC reported. Chime’s funding comes on the heels of free-trading app Robinhood’s fundraise in August at a valuation of $11.2 In addition, Pitchbook indicated that investments from non-traditional backers jumped more than 80 percent in 2018 in contrast to 2017. The company is geared toward U.S.

Valuation 105

Valuation Banking Startups Investments 105

CFO News

MAY 26, 2023

The finance veterans highlighted that the funding winter for Indian startups will last at least for six to nine months more, and the investment crisis has normalised the valuation of startups.

Valuation 105

Valuation Startups Finance Investments 105

Musings on Markets

FEBRUARY 2, 2023

I wrote about my most recent valuation of Tesla just over a week ago , and as has always been the case when I value this company, I have heard from both sides of the Tesla divide. Based at least on the reactions, I have realized that some may be misreading my story and valuation, ore reacting just to a picture in a tweet.

Valuation 99

Valuation Investments Forecasting Numbers 99

Global Finance

FEBRUARY 14, 2025

There are a number of possible explanations for the run of European banking deals, says Russ Mould, investment director at AJ Bell. Ultimately the key issue is valuation. trillion worth of investments. JPMorgan Chase & Co was the highest placed US-based bank with $3.9 trillion AUM.

Mergers and Acquisitions (M&A) 71

Mergers and Acquisitions (M&A) Banking Valuation Construction 71

CFO News

SEPTEMBER 12, 2023

As per the revised norms, banks will have to classify their entire investment portfolio under three categories -- Held to Maturity (HTM), Available for Sale (AFS) and Fair Value through Profit and Loss (FVTPL).

Profit and Loss 98

Profit and Loss Investments Valuation Banking 98

Musings on Markets

FEBRUARY 8, 2025

I spend most of my time in the far less rarefied air of corporate finance and valuation, where businesses try to decide what projects to invest in, and investors attempt to estimate business value. In this role, the cost of capital is an opportunity cost, measuring returns you can earn on investments on equivalent risk.

Hurdle Rate 72

Hurdle Rate Valuation Corporate Finance Currencies 72

Nerd's Eye View

MARCH 6, 2024

The Shilller Cyclically Adjusted Price-to-Earnings (CAPE 10) Ratio is one example that takes into account current market valuations versus company earnings, generally predicting that the higher the valuation at the beginning of a period the lower the expected return for that period. Read More.

Valuation 98

Valuation Economics Leverage Investments 98

Musings on Markets

APRIL 21, 2022

billion I estimated in 2021 (year 8 in my IPO valuation) as revenues in my IPO valuation of the company in November 2013, and its operating margin, even with generous assumptions on R&D, was 19.02% in 2021, still below my estimate of 19.76% in that year. billion, well below the $9.6

Valuation 113

Valuation Advertising Numbers Education 113

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments 59

Investments Currencies Financial Systems Marketing 59

PYMNTS

JANUARY 31, 2021

The parent fund already invested $200 million in the space, according to the release. The unique understanding of this market as well as the rich network with many tens of insurance players around the globe give us access to the most lucrative investment opportunities in the field.”.

Investments 101

Investments Valuation Technology Marketing 101

PYMNTS

NOVEMBER 24, 2020

According to people familiar with the discussions, the new valuation could hit as much as $70 billion or maybe as much as $100 billion, Bloomberg said. FinTech Stripe is considering a funding round to value it higher than the $36 billion it got on its last round, Bloomberg reports.

Valuation 117

Valuation Startups eCommerce Sales 117

CFO News

JULY 19, 2024

Further, how does it impact investment decisions, market valuations, ease of doing business, and foreign investment?

Valuation 75

Valuation Marketing Startups Budgeting 75

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Products are eventually going to suffer if investments are not being made into improving their use, refining their aesthetics, and understanding who is using them.

Valuation 86

Valuation SAP Concentration Benchmarking 86

Nerd's Eye View

JANUARY 31, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they (..)

Valuation 98

Valuation Compliance Communication Planning 98

VCFO

NOVEMBER 7, 2023

How Quality of Earnings Reports Impact Valuation Securing a Quality of Earnings (QoE) report is often a routine step in the due diligence process for acquisitions. The post Quality of Earnings Reports Impact Valuation appeared first on vcfo. EBITDA is not a complete indication of financial performance for a business.

Valuation 83

Valuation Auditing Concentration CFO 83

Nerd's Eye View

FEBRUARY 11, 2025

David is the President of Succession Resource Group, an advisory consulting and valuation business based in Portland, Oregon that serves independent financial advisors with RIAs and broker-dealers. Welcome to the 424th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is David Grau, Jr.

Planning 65

Planning Valuation Sales Investments 65

CFO Dive

AUGUST 2, 2022

as the investment firm’s performance faces pressure amid the slump in fixed-income and equity market valuations. KPMG veteran Brad Watkins is joining Oppenheimer & Co.

Valuation 144

Valuation CFO Investments Marketing 144

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. It is human nature to want to make the world a better place, but does impact investing have the impact that it aims to create?

Investments 112

Investments Marketing Accounting Numbers 112

Musings on Markets

AUGUST 28, 2024

He mentioned that he had developed a Damodaran Bot, and explained that it was an AI creation, which had read every blog post that I had ever written, watched every webcast that I had ever posted and reviewed every valuation that I had made public.

Valuation 138

Valuation Construction Investments Numbers 138

Musings on Markets

JANUARY 11, 2024

I started in the MBA program at University of California at Los Angeles (UCLA) in 1979, at the tail-end of its basketball glory days, fully expecting to move on to a career in consulting or investment banking, when I was done.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

CFO News Room

DECEMBER 22, 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.

Marketing 130

Marketing Valuation Corporate Finance Finance 130

E78 Partners

MARCH 18, 2025

This analysis underscores critical takeaways for those leaders shaping investment strategies. This trend is echoed in similar PE outlooks , emphasizing that rate cuts from 2024 highs have spurred improved valuations and renewed investor confidence. as firms held back from divesting in hopes of stronger valuations in 2025.

Prioritization 52

Prioritization Valuation B2C Healthcare 52

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

CFO News Room

NOVEMBER 16, 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.

Marketing 130

Marketing Valuation Advertising Numbers 130