Barry Ritholtz

JANUARY 24, 2023

Wall Street Journal ) • Who really pays for your rewards? ( Fortune ) see also How top CEOs from Elon Musk to Tim Cook tackled the big return-to-office in 2022 : The world edged closer to learning to live with COVID-19 in 2022, and as it did, an increasing number of pandemic restrictions were lifted. y/y growth in late September to a -4.9%

Valuation 52

Valuation Treasury Leverage Investments 52

PYMNTS

JULY 16, 2020

This risk is even greater now that the pandemic has upended normal shopping behaviors, driving an increasing number of consumers online to shop and pay, with retailers having experienced a 14.8 percent by 2027, when it will reach a total valuation of $87.6 Leveraging Payments To Unify The Transit Experience.

Leverage 72

Leverage Valuation eCommerce Securities 72

Future CFO

JULY 9, 2023

Despite dwindling deal numbers, lucrative M&A opportunities continue to be available for those with the appetite and eye for lower valuations. They become transformational by leveraging new technology, processes or operating models from one business into the combined business. billion, according to Dealogic.

Mergers and Acquisitions (M&A) 52

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

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 57

Investments Valuation Concentration Marketing 57

The Finance Weekly

MARCH 5, 2024

Surprisingly, Excel was the number one solution, despite being the nemesis of IT professionals. P,roductivity The last few years have seen significant advancements in productivity solutions, such as ,, Monday and ,, ControlUP , whose stock valuations have soared. This question was tricky, and we were eager to see the results.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Leverage Cash Management 52

PYMNTS

APRIL 2, 2020

Big Data analytics reached a market valuation of $29.87 billion by 2025, with banks of all sizes leveraging such capabilities. This episode underscores that data for targeted customer offerings can come from anywhere and is not necessarily the result of meticulous number crunching. billion in 2019 and is projected to total $62.1

Banking 94

Banking Risk Management Credit Risk Valuation 94

Future CFO

JULY 22, 2021

SPACs are set to challenge both corporate and PE buyers for the best assets, pressuring dealmakers to prioritise revenue growth over cost synergies to justify high valuations and to create greater value for their organisations,” said Brian Levy, Global Deals Industries Leader, Partner, PwC US. Outlook highlights. Industry highlights.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Manufacturing Leverage 52

PYMNTS

DECEMBER 6, 2016

Recode noted Maris is one of a number of executives to leave Google parent Alphabet. With competition for investments rising as quickly as the valuations of private technology companies, GV has reportedly invested 20 percent less this year compared to last year. Health care reportedly is a big interest of Maris, noted the report.

Valuation 73

Valuation Startups Investments Leverage 73

PYMNTS

AUGUST 28, 2017

Klarna, the online payments firm based in Sweden, and one of the unicorns that came of age with a more than $1-billion valuation, posted results Friday detailing growth for the first half of the year. Klarna, as Reuters reported, traces its genesis back 12 years, and has been backed by a number of investors, including Sequoia Capital.

Valuation 46

Valuation Leverage Sales Investments 46

CFO News Room

JANUARY 11, 2023

If you compare the numbers in this picture to the equivalent one that I reported at the start of the year, you can see the surge in risk premiums across the board, starting with a higher base premium (6.01%, up from 4.24%) for the US and higher spreads for country risk.

Marketing 130

Marketing Currencies Valuation Treasury 130

PYMNTS

SEPTEMBER 23, 2019

The business has a valuation of around $525 million and delivers food items to people all over India. It has upwards of 250 cloud kitchens in around 22 Indian cities, and it wants to expand that number to 400 by the end of March 2020. The deal is part of a $125 million funding round for the company.

Investments 47

Investments Valuation Leverage Numbers 47

PYMNTS

NOVEMBER 27, 2017

It took more than a year for Uber to disclose the massive data breach that exposed the names, email addresses and phone numbers of millions of passengers, as well as the drivers’ license numbers of 600,000 drivers.

Valuation 40

Valuation Leverage Numbers 40

PYMNTS

SEPTEMBER 6, 2019

Whether WeWork – specifically, the parent company We, though we’ll use the names a bit interchangeably – files to go public at a reduced valuation, delays its IPO or scraps it altogether, there may be some handwriting on the wall. Investors have clearly signaled that attention must be paid to operating leverage.

Valuation 40

Valuation Economics eCommerce Leverage 40

PYMNTS

DECEMBER 30, 2020

initial public offerings, with hot firms like Airbnb and DoorDash going public at valuations that collectively topped $120 billion. The Journal said Affirm is not only delaying its IPO to reduce the odds of such a pop, but might also increase the number of shares offered. However, Bloomberg last estimated Oscar’s valuation at $3.2

Marketing 79

Marketing Valuation B2B Currencies 79

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. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. How do you fall in that spectrum?

Valuation 119

Valuation Investments Marketing Technology 119

Michigan CFO

NOVEMBER 7, 2022

This trend makes SaaS valuation increasingly important. This makes determining an accurate SaaS valuation difficult. By ensuring that the appropriate methods and models are used, SaaS companies can attain more accurate, higher valuations that provide leverage when seeking financing or negotiating sales.

Valuation 40

Valuation CFO Leadership Forecasting 40

Barry Ritholtz

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. And Bain was kind enough to offer me a job to facilitate.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

PYMNTS

APRIL 27, 2016

In the age of sky-high valuations, brands will look anywhere for hard numbers that prove they’re actually worth what they say they are. Twitter learned this the hard way when it first went public, and new numbers might take away yet another place to look for answers.

Advertising 40

Advertising Valuation Budgeting Forecasting 40

CFO News Room

JANUARY 7, 2023

Data: Trickle to a Flood! It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Mean reversion : I am not a knee-jerk believer in mean reversion, but the tendency for numbers to move back towards averages is a strong one.

Marketing 130

Marketing Valuation Corporate Finance Financial Analysis 130

PYMNTS

JUNE 4, 2018

Some hotel rooms can already be opened by iPhones, but that is leveraging Bluetooth technology, not NFC.). The curtailment of price protection, Chase noted, follows last month’s announcement to cut back on the number of guests that Sapphire Reserve cardholders could bring into Priority Pass lounges. Some took to Twitter.

Valuation 40

Valuation Leverage Investments Transportation 40

Fpanda Club

SEPTEMBER 2, 2021

The growing variety and complexity of tasks within the finance function has resulted in the creation of a discipline that is supposed to become a bridge between the finance and business to support decision-making process by leveraging data and technology. This relates to FP&A which stands for financial planning and analysis.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Corporate Finance Communication Budgeting 130

PYMNTS

MAY 21, 2018

Are the days of the real estate agent numbered? It recently announced its launch of a service called SetValue, which the company describes as a “tool that is the first of its kind to combine data analytics and artificial intelligence and deliver accurate property valuation and real-time connection with qualified real estate professionals.”.

Valuation 46

Valuation Leverage Securities Sales 46

PYMNTS

DECEMBER 14, 2017

Meanwhile, in America, Amazon has reportedly slashed the number of open positions at its Seattle headquarters and is even talking about a hiring freeze leading up to major capital expenditures on its forthcoming second headquarters in a city TBD. The deal is expected to close this week. The fake app was charging $4.99

Valuation 51

Valuation Currencies Leverage Numbers 51

The Finance Weekly

APRIL 6, 2024

NBV – Balance Sheet Relationship NBV plays an essential role, especially in the valuation of Property, Plant, and Equipment (PPE) on the balance sheet. Fair value itself is defined as “an asset’s sale price agreed upon by a willing buyer and seller, assuming both parties are knowledgeable and enter the transaction freely.”

GAAP 52

GAAP Accounting Principles Financial Reporting Accounting 52

Musings on Markets

JULY 13, 2022

Source: Spreadsheet with country risk premium data (Damodaran Online) If you compare the numbers in this picture to the equivalent one that I reported at the start of the year, you can see the surge in risk premiums across the board, starting with a higher base premium (6.01%, up from 4.24%) for the US and higher spreads for country risk.

Currencies 83

Currencies Economics Valuation Treasury 83

PYMNTS

OCTOBER 19, 2018

The scheme is startling in breadth — involving large numbers of Amazon representatives (“Amazon reps”), targeting many hundreds of eBay sellers and spanning several countries overseas and many states in the United States (including California).”. “I The valuation stands at $7.6 billion in its coffers.

Valuation 62

Valuation Banking eCommerce Leverage 62

PYMNTS

DECEMBER 1, 2017

All in, hackers managed to nab names, email addresses and phone numbers of 50 million Uber riders around the world, as well as the data of about 7 million drivers, which includes 600,000 U.S. drivers’ license numbers. It’s a big number – but it comes as a big discount for buyers offering $32.97 billion in funding.

Valuation 57

Valuation Benchmarking Restructuring Numbers 57

PYMNTS

FEBRUARY 22, 2018

This can happen due to a number of circumstances. Average valuations range from $500 million to $4 billion, reports last year said, and while individual floats may not be high value, Malay Mail analysis found they account for most of the tech IPO market. This includes addressing SaaS in a step-by-step manner.

B2B 54

B2B Valuation Leverage Startups 54

PYMNTS

NOVEMBER 2, 2018

Ersek explained that Western Union is leveraging its money movement platform to handle the complex foreign exchange and settlement process that gives Amazon the ability to tap into consumer markets in the 200 countries that Western Union serves. Canada and Europe the numbers were flat.

B2B 49

B2B Foreign Exchange eCommerce Currencies 49

Musings on Markets

FEBRUARY 10, 2021

Having said that, though, it is worth noting that this is where the consensus ends, since there are deep divides on how this hurdle rate should be computed, with companies diverging and following three broad paths to get that number: 1.

Hurdle Rate 52

Hurdle Rate Currencies Investments Valuation 52

PYMNTS

JANUARY 11, 2017

The implied valuation here is $700 million. The second largest deal of the week also involved China, this time as Didi and a number of fellow investors sank a reported $100 million in 99, the Brazilian ride-hailing company, which now ups the competitive ante against Uber, of course, in that region.

Sales 49

Sales Investments Numbers Valuation 49

PYMNTS

AUGUST 22, 2018

The online marketplace has disrupted any number of verticals, changing the way we shop and spend, and where we grab must-have items — from books to rugs to lamps, and sometimes from across international borders. That is as measured at the end of 2017 over 2016’s numbers. The Faces Behind The Numbers — And Where They Are.

Retail 40

Retail Numbers Valuation Investments 40

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. Zenefits’ Valuation Cut. Next time, guys?

Valuation 40

Valuation Math Manufacturing Invoicing 40

Musings on Markets

JANUARY 6, 2023

It is perhaps a reflection of my age that I remember when getting data to do corporate financial analysis or valuation was a chore. Thus, without a sense of what comprises a high or low profit margin for a firm, or what the cost of capital is for the typical company, it is easy to create "fairy tale" valuations and analyses.

Valuation 52

Valuation Corporate Finance Financial Analysis Leverage 52

PYMNTS

DECEMBER 2, 2019

They can capture that distribution by aligning with incumbents who can leverage enablers’ innovations. One of those areas, Rosen remarked, is the Neobank opportunity — one that he said is overfunded, and where venture capitalists have chased a significant number of firms with billions of dollars. It’s overfunded by a lot.”.

Investments 50

Investments Healthcare Startups Valuation 50

PYMNTS

MAY 6, 2016

Square disappointed on its expense leverage, but investors saw a few other things that led to the Friday rout. Yes, the numbers that came from the traditional “reader” business were nice to see, with hundreds of thousands in the field. The firm blamed termed tough market conditions.

Leverage 40

Leverage Sales Numbers Marketing 40

Barry Ritholtz

SEPTEMBER 23, 2024

They have a number of businesses that they’ve taken over through the debt side of the equation. But because these are really good businesses, which got levered, they got leveraged through these leverage buyouts. With a number of different people leading different departments. And still growing.

Restructuring 57

Restructuring Leverage Investments Banking 57