Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 59

Math Concentration Construction Leverage 59

Adam Kae

OCTOBER 29, 2020

You'll need to do some math to understand: where your breakeven is. The higher the demand, the more your potential leveraging power! What are you willing to leverage? To negotiate for the best rate, you'll need to create a comprehensive negotiation strategy. Your Negotiation Strategy. Models, Forecasts, Calculations, Oh My!

Math 52

Math Forecasting Leverage Investments 52

Barry Ritholtz

JULY 24, 2024

Morgan Housel Finance types tend to focus on attributes like intelligence, math skills and computer programming. You can know everything about math and data and markets, but if you don’t control your sense of greed and fear and you’re managing uncertainty in your behavior, none of it matters. None of it matters.

Math 82

Math Investments Finance Marketing 82

PYMNTS

DECEMBER 30, 2019

Multiply that by around 43 and the dizzying math begins to emerge. It’s all somewhat fragmented and ad hoc at the moment, as city councils coast to coast think of clever ways to leverage the new regulations. It’s one of the early post-Wayfair moves to get a scalable solution in place fast and not leave tax money on the table.

Math 52

Math eCommerce Sales Compliance 52

PYMNTS

JANUARY 27, 2017

Just recently, Jiobit closed a $3 million seed funding round with investors including Lior Ron, the cofounder of Otto (now owned by Uber); MATH Venture Partners; and Inflection Equity. Jiobit hopes to change that with its flagship tracker by leveraging wireless technology and machine learning that adapts to a child’s daily behavior.

Startups 40

Startups Math Transportation Leverage 40

CFO News Room

NOVEMBER 18, 2022

Back before it became apparent that a financial crisis was happening, there was an immense amount of leverage in the banking system over which Bernanke had a responsibility to regulate. The banks had become over-extended, over-leveraged and Fed wasn’t paying attention at the time. That’s just the math.

Banking 100

Banking Economics Leverage Marketing 100

PYMNTS

SEPTEMBER 5, 2018

Baidu’s Baidu Cloud solution will integrate Intel’s Xeon Scalable processors, as well as Intel’s Math Kernel Library-Deep Neural Network technologies, to develop financial technologies for banks in China. Baidu is leveraging Intel technology for solutions in other industries, including video and shipping.

Securities 40

Securities Math Leverage Technology 40

PYMNTS

JANUARY 14, 2020

Data correctly leveraged provides the insights that make it possible to provide those more tailored experiences. We can now rethink and reevaluate things with math that we’ve never been able to.”. But even then, Seshadri told Webster, that possibility only becomes actuality when those data insights are wedded to the right tools.

Math 52

Math Retail Leverage Securities 52

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. “About 30 percent of developer time is going to maintenance — on average, finding things like bad code,” Johnson said. Developers And Decision-Makers.

Math 61

Math Sales CFO Leverage 61

PYMNTS

NOVEMBER 20, 2017

He didn’t think much of math and science — rather unusual given his choice of a profession that uses complicated math formulas to communicate. Instead of building its own hardware, Walmart Pay is leveraging Google’s platform to drive its voice-activated commerce channel forward. Will Wallets Drive the Future of Retail?

Retail 54

Retail Math Leverage Economics 54

PYMNTS

MARCH 27, 2019

In order for delivery services to leverage subscriptions to keep their services competitive, they must offer models that benefit customers as well as restaurants and merchants, according to Jack Ruth, head of subscription for DoorDash’s subscription service , DashPass. The Math Behind DoorDash’s Subscription Service.

Math 44

Math Economics Leverage Numbers 44

CFO Thought Leader

SEPTEMBER 29, 2024

Having grown up in Los Angeles after her family had emigrated from Hong Kong, Wong had always been drawn to math and science, a passion that eventually led her to MIT, where she studied economics and business. It was within this atmosphere of excitement and potential that Joey Wong made a very pivotal career decision.

CFO 52

CFO Math Economics Finance 52

PYMNTS

DECEMBER 30, 2019

Retailers typically only take this option if they sell the items separately, and can, therefore, show the math behind their billing. Merchants must ensure smooth communication across all relevant departments, and leverage careful record-keeping to lower costs and ease administrative headaches.

Math 52

Math Communication Accounting Sales 52

CFO News Room

DECEMBER 1, 2022

As while advisors certainly can leverage technology to create faster and more efficient back-office processes that help scale a growing practice, the key point is that new technology tools can also help advisors engage in better conversations through innovative presentation tools (e.g., Leverage the back office to the sky. Carl: Yeah.

Technology 130

Technology Planning Investments Leverage 130

PYMNTS

APRIL 4, 2018

Petal wants to change the math on how consumers gain access to credit – and turn the tables on how creditworthiness is assessed. Access that can be successfully leveraged into a consumer life. What Powers Petal. According to Gross, the Petal product is designed differently, from the ground up.

Math 53

Math Education Compliance Forecasting 53

PYMNTS

MAY 7, 2018

The math behind his claim suggests that finding someone’s honest-to-goodness soulmate is a once in every 10,000 lifetimes kind of thing. Finding a soulmate on those platforms, however, comes down to how well these online intermediaries can solve a pretty simple math problem. Finding one’s soulmate isn’t easy.

Math 46

Math Advertising Numbers Leverage 46

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. Throughout my journey, I have continually strived to be a strategic business leader, both in and out of my finance function, leveraging my extensive experience across developed and emerging markets.

Finance 52

Finance Leadership Auditing Math 52

PYMNTS

APRIL 7, 2017

If a business doesn’t have the robustness in terms of data sets, the data scientists needed to analyze that data or even the technology infrastructure to run analytics properly and perform real-time decisioning in house, then they may be better off leveraging the scale of a platform that does. The “Buy Vs. Build” Decision.

Credit Risk 49

Credit Risk Math Leverage Startups 49

PYMNTS

AUGUST 1, 2019

KiwiCo , a monthly science, technology, engineering, and math (STEM) subscription box for children, is improving its security practices by partnering with third-party providers. KiwiCo also leverages a system that prevents card-and-wallet tests, which see fraudsters rapidly testing the validity of hundreds of stolen credit details.

Securities 43

Securities Math Leverage Numbers 43

CFO News Room

NOVEMBER 15, 2022

And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator. Leveraging Corporate Employee Benefit Workshops To Increase Client Growth [51:13]. The math is probably the easiest part of it.

Planning 130

Planning Accounting Compliance Math 130

CFO News Room

DECEMBER 5, 2022

The most prominent of which is Facet Wealth, which has stated a goal of getting advisors up to 250 clients/advisor by leveraging their own proprietary technology to make their advisors maximally productive. Which attracted a similar tech-enabled RIA competitor “Compound” earlier this year.

Planning 130

Planning Technology Valuation Communication 130

CFO News Room

FEBRUARY 2, 2022

So whether you’re interested in learning about how Dan leveraged online third-party platforms to generate client leads, how he aids his firm in standing out to compete with larger firms, or how he grew his firm to $50M of AUM in close to 3 years, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Dan Callahan.

Planning 130

Planning Math Numbers Investments 130

PYMNTS

NOVEMBER 29, 2017

However, that can lead to a transaction laundering ring’s undoing, says Frechtling, because the weak points of legitimate businesses are well-known and can be leveraged to topple an evil enterprise.

Math 46

Math Communication Sales Transportation 46

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. And while Buffett was naturally gifted in math, he was initially scared of public speaking. How advisors can benefit from reviewing their list of clients and letting go those who are no longer good fits for the firm.

Education 130

Education Planning Investments Benchmarking 130

Barry Ritholtz

FEBRUARY 21, 2024

If you don’t know who you are — and if you don’t understand what you own, how much leverage you’re undertaking, how much risk you have — this is a very expensive place to learn that lesson the hard way. We know a little bit of math. He was writing about Wall Street and investing and his insight is correct.

Math 59

Math Economics Planning Education 59

PYMNTS

JUNE 14, 2019

It is a complicated question — and one greatly dependent on how exactly one lays out the math. This natural progression of integrating an acquisition allows us to fully leverage Walmart’s assets for Jet, and leverage Jet’s talent for Walmart,” Lore stated. market share. Au Voir : A Farewell To FedEx And Food Delivery.

eCommerce 40

eCommerce Retail Leverage Marketing 40

Barry Ritholtz

OCTOBER 21, 2024

I’m good at math and science and you know, I always had an idea what go into business, but I felt that electrical engineering would be a good foundation. You know, I, it always, I I see different numbers all the time, so it’s always kinda like, who’s math if you will? 00:02:16 [Speaker Changed] Me too.

Investments 59

Investments Numbers Marketing Leverage 59

PYMNTS

JULY 8, 2016

Walmart Pay comes to market with a few built-in advantages: it leverages the Walmart.com app, which is used by 20M+ people roaming around their stores each month, it works on every sort of smartphone out there, and they control the POS in all of their stores, just like Starbucks does. Next time, guys? SMB Working Capital.

Valuation 40

Valuation Math Manufacturing Numbers 40

CFO News Room

DECEMBER 27, 2022

So, whether you’re interested in learning about how John has grown and scaled his firm through a niche focus of layoff transitions, how John has leveraged virtual workshops to engage with even more companies across the U.S., ” But I know just the math of that is hard.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Manufacturing 130

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. But I would say generally, there’s less leverage in the system.

Investments 119

Investments Banking Advertising Numbers 119

CFO News Room

DECEMBER 13, 2022

” And whatever math we were using or research we were using, we were saying, “Well, approximately 80% of people have a strong financial plan that allows them to reach that level of success…” or excuse me, “20% have that type of financial plan that allows them to reach that level of success.

Planning 130

Planning Profit and Loss Numbers Leadership 130

Barry Ritholtz

SEPTEMBER 19, 2022

is about broadening access to knowledge, capital and well-being by leveraging existing networks and protocols, and building trusted brands. And you know, the only thing math works on recognition by peers, and there’s some prizes. There’s a whole bunch of infrastructure investments, infrastructures for building digital businesses.

Valuation 122

Valuation Investments Marketing Technology 122

Barry Ritholtz

SEPTEMBER 19, 2023

One, one is true and I’ve always said is that I wanted people to stop, ask if I could doing math. And no one asked me if I can do math anymore with a degree from Booth, particularly in econometrics and statistics. So people really ask you, you take French and can you do math. Two reasons. For various reasons.

Investments 59

Investments Math Risk Management Benchmarking 59

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 1, 2022

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. ” Leveraging Yelp, Online Searches, And Referrals To Increase Firm Growth [1:02:53]. Mindy: Yeah.

Planning 130

Planning Investments Accounting Numbers 130

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.” And then we have the 0% cap.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JANUARY 16, 2024

I was always good at math, but I really, I just didn’t relate to things that were more esoteric bonds options. What better investment outcomes could we have by leveraging our data? So we have lots of data that we can leverage. And I, I think that I kind of triangulated on it. I have no family history.

Investments 105

Investments Marketing Transportation Finance 105