CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. In 2021, elevated equity valuations and relatively low bond yields led the researchers to suggest 3.3% And while Buffett was naturally gifted in math, he was initially scared of public speaking.

Planning 130

Planning Education Investments Benchmarking 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 118

Investments Banking Advertising Numbers 118

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

DECEMBER 6, 2022

And I did the math, and I think at that point in time, roughly speaking, assets in ETS were roughly just 10 percent, 12 percent of assets in mutual funds and I was pretty convinced that that number was to increase significantly. I mean, I do think there is a market for leverage and inverse ETFs out there.

Investments 63

Investments Marketing Numbers Risk Management 63

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. Now, we’re shifting to more international places like China, Europe, et cetera, that are really growing, and that valuations are cheaper. You know, the leverage in the system builds. How are we doing in literacy versus math versus science? Where are we?

Mergers and Acquisitions (M&A) 58

Mergers and Acquisitions (M&A) Investments Marketing Education 58

Barry Ritholtz

MARCH 21, 2023

But plenty of valuation measures, it has no applicability for price-to-sales. ASNESS: Well, first of all, I’m going to somewhat disappoint you saying we do not take very big bets on views like timing asset classes based on valuation. My mom was a math teacher so — RITHOLTZ: Okay. It can apply to earnings.

Profit and Loss 68

Profit and Loss Valuation Forecasting Investments 68

Barry Ritholtz

MAY 16, 2023

The transcript from this week’s, MiB: Howard Lindzon, Social Leverage , is below. Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. So with no further ado, my discussion with Social Leverage’s Howard Lindzon. HOWARD LINDZON, MANAGING PARTNER, SOCIAL LEVERAGE: Hello, Barry.

Leverage 115

Leverage Investments Valuation Marketing 115

Barry Ritholtz

MARCH 12, 2024

It’s that the, so that’s the core competency and it’s just leveraged into, if it’s a loan, if it’s a security backed by a loan, if it’s the actual estate itself. And I was always good at math and, and I had been writing code since I was in the sixth grade. So I had real support around Wall Street.

Profit and Loss 58

Profit and Loss Investments Marketing Securities 58

Barry Ritholtz

OCTOBER 31, 2022

RITHOLTZ: So here’s the question about 2020 and we could talk a little bit about the pandemic, when you have an event from outside the market, sort of feels less like the dot-coms and the valuation issue, and more like the meteor that killed the dinosaurs, it’s totally outside of the system. They got a lot of leverage.

Investments 58

Investments Marketing Numbers Finance 58