CFO News Room

NOVEMBER 16, 2022

In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for us to talk about bigger issues. As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation.

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Marketing Valuation Advertising Numbers 130

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

Global Finance

DECEMBER 6, 2024

Global Finance: How has sustainable investing evolved as an aspect of long-term wealth planning? For instance, evolving carbon tax frameworks in the EU, Canada, and the UK add tangible costs to emissions, directly impacting company valuations and investment stability. Daniel Wild, chief sustainability officer at J.

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Investments Valuation Education Banking 104

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 141

Marketing Valuation Profit and Loss Advertising 141

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 billion, with a value per share of $10.91.

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Valuation Advertising Numbers Education 113

Barry Ritholtz

MARCH 18, 2025

This is as true for professionals as it is for amateurs; it’s also true in music, film, sports, television, and economic and market forecasting. Market Mayhem : As investors, we often rely on rules of thumb that fail us. The vast majority of market gains come from ~1% of all stocks. We prefer narratives over data.

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Investments Math Concentration Valuation 127

Nerd's Eye View

JANUARY 31, 2025

Also in industry news this week: While RIA M&A deal flow hit record levels in 2024 (both in terms of volume and the speed of completing them), firm valuations saw relatively modest gains In its latest annual regulatory oversight report, FINRA joined the SEC in flagging the potential risks to firm and client data from the use of third-party vendors (..)

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Valuation Compliance Communication Planning 98

PYMNTS

JANUARY 7, 2021

The deal raises the valuation of Mambu and its software banking platform to more than €1.7 The Berlin-based firm said it plans to use the money to speed up its expansion and “deepen its footprint” in the 50 countries where it currently operates, with a special focus on the United States, Japan and Brazil.

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Valuation Investments Nonprofit Banking 102

CFO News Room

JANUARY 25, 2023

During my teaching lifetime, I have taught a wide swath of classes, ranging from banking to equity instruments, but in the last twenty years, my focus has been on three classes, c orporate finance, valuation and investment philosophies , with the last one taught only online.

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Marketing Corporate Finance Valuation Finance 130

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run.

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Valuation Economics Investments Leverage 98

CFO News Room

FEBRUARY 4, 2022

on Friday notched the largest-ever one-day gain in market value for a U.S. companies as they reassess their valuations in anticipation of higher interest rates. Both stocks have surged so far, so fast in recent years that any big move can rattle the broader market and set various records. by market value, behind.

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Marketing Profit and Loss Advertising Valuation 130

PYMNTS

JANUARY 11, 2021

The Silicon Valley startup is planning to offer 24.6 At $44 per share price, Affirm would have a valuation in excess of $10 billion, Reuters reported. The startup had originally said it would go public before the end of 2020 but postponed plans. Affirm intends to list on the Nasdaq under the ticker AFRM.

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Valuation Startups eCommerce Planning 96

PYMNTS

AUGUST 13, 2020

This week, The Wall Street Journal reported despite a 40 percent decrease in its valuation in three years, Airbnb Inc. Airbnb is planning to file its initial public offering (IPO) later this month with the Securities and Exchange Commission, and Morgan Stanley and Goldman Sachs Group Inc.

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Planning Valuation Forecasting Securities 111

CFO Thought Leader

APRIL 22, 2025

A swift minority IPO abroad raised capital at a premium valuation, cut leverage, strengthened Genworths balance sheetand put Uptons strategic acumen squarely on the CEOs radar. He champions AI pilots, rigorous downside planning, and a culture where selfdirected teams own decisions for nationwide agingcare solutions.

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CFO Leadership Valuation Leverage 52

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

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Concentration Valuation Securities Education 75

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. Market trends and regulatory changes are additional areas of focus. The post Quality of Earnings Reports Impact Valuation appeared first on vcfo.

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Valuation Auditing Concentration CFO 83

Nerd's Eye View

MAY 16, 2023

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

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Valuation Planning Education Communication 98

VCFO

MARCH 30, 2023

Building Blocks and Best Practices for Driving Business Value Business valuation is not an original or uncommon topic. Technology Not all lower- or middle-market companies are technology heavy. Are there modern techniques or technology that would help get one’s product to market faster or improve the overall buying experience?

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Valuation SAP Concentration Benchmarking 86

CFO News Room

NOVEMBER 11, 2022

That skewing can affect valuation and pricing judgments about these firms, and correcting accounting inconsistencies is a key step towards leveling the playing field. I believe it is, since failure to do so can have both valuation and pricing consequences. billion assessed by accountants.

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Accounting Marketing Advertising Valuation 130

Musings on Markets

FEBRUARY 18, 2025

The second was a comment that I made on a LinkedIn post that had built on my implied equity premium approach to the Indian market but had run into a roadblock because of an assumption that, in an efficient market, the return on equity would equate to the cost of equity.

Marketing 52

Marketing Profit and Loss Investments Accounting 52

CFO Talks

FEBRUARY 26, 2025

A successful deal can lead to business growth, cost savings, and stronger market control. Companies consider M&A deals for many reasons, such as: Growing the Business Buying a company can help expand into new markets, add more customers, or introduce new products.

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

Nerd's Eye View

JANUARY 3, 2024

economy) contracted for the 12th consecutive month, the services sector (constituting about 78% of GDP) expanded for the 11th consecutive month, serving as a primary driver behind continued wage inflation as well as tightness in the labor market. The labor market, while still remarkably resilient, has also started to show signs of stress.

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Economics Marketing Forecasting Valuation 98

Global Finance

DECEMBER 26, 2024

With FX risk management, adaptability is critical because every company has its own risk profile shaped by its market, currencies, and business model. GTreasurys modular architecture allows treasurers to focus on what matters most: building a strategy that adapts to market changes without unnecessary complexity.

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Treasury Risk Management Currencies SAP 59

Musings on Markets

JULY 22, 2021

Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for clues by a number of other online ventures in India, waiting in the wings to go public.

Marketing 99

Marketing Valuation Profit and Loss Advertising 99

PYMNTS

AUGUST 21, 2020

As it aims for an approximately $225 billion valuation, Ant Group intends to seek dual listings in Shanghai and Hong Kong in the weeks to come, Bloomberg reported, citing unnamed sources. A dual listing of $30 billion would come out ahead of the $29.4 billion take of Saudi Aramco per Bloomberg data.

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Valuation Planning Securities Finance 63

CFO News Room

NOVEMBER 5, 2022

Investors, used to a decade of better-than-expected earnings and rising stock prices at these companies, have been blindsided by unexpected bad news in earnings reports, and have knocked down the market capitalization of these companies by hundreds of billions of dollars in the last few weeks.

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Marketing Advertising Profit and Loss Investments 130

Barry Ritholtz

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investments 107

Investments Profit and Loss Math Accounting 107

Nerd's Eye View

JANUARY 28, 2025

We also talk Kay Lynn's current role managing her firm's mergers and acquisitions activity (including how she and her business partner decided to sell their previous firm to Merit rather than go through their own internal succession), why Kay Lynn sees more value in selling firms when their G2 advisors are also equity owners, even if the founder is (..)

Leadership 59

Leadership Valuation Planning Sales 59

The Finance Weekly

OCTOBER 29, 2024

The Purpose of Financial Models Financial models serve various functions, such as: Budgeting and Financial Planning - Creating detailed budgets for internal planning. Business Valuation - Determining the value of assets or entire companies. Forecasting - Estimating future financial outcomes based on historical data.

Financial Modeling 52

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

PYMNTS

NOVEMBER 30, 2020

Airbnb and DoorDash are expected to release higher-than-expected valuation ranges for their upcoming initial public offerings (IPOs), which shows strength for the market, The Wall Street Journal (WSJ) reports. exchanges, with soaring valuations catching the attention of numerous companies to join the public market.

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Valuation Planning Marketing Investments 60

PYMNTS

OCTOBER 8, 2020

Instacart saw its valuation double to just over $17 billion, Kroger made its move on the prepared food market, Amazon brought its grocery business into the Prime Day fold while Whole Foods reports struggling to keep up with the post-pandemic boom town in grocery sales. Instacart's $200M Pick-Up and New $17.7B And it's starting early.

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Valuation Sales Budgeting Marketing 82

Global Finance

SEPTEMBER 5, 2024

Stockholm-based Klarna is believed to have a valuation of about $20 billion in advance of the IPO. Its status as a rising star in Europe’s fintech firmament took it to a valuation of $31 billion in March 2021, increasing to $45.6 The planned listing will shape the next phase in Klarna’s global expansion. billion in July 2022.

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Sales Valuation Startups Finance 105

CFO News Room

JANUARY 27, 2023

Another is that when valuing companies, I am, in addition to valuing a company to see if it is fairly priced, interested into the broader insights about business and valuation that emerge from the company. Growth potential : I underestimated the company’s capacity to grow, by limiting its product reach.

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Valuation Investments Manufacturing Marketing 130

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

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Marketing Treasury Currencies Valuation 98

Musings on Markets

JANUARY 11, 2024

I balked at teaching this motley collection of topics and wanted to teach a class on valuation, but I was told that there was not enough stuff in valuation to fill a class. In the fall of 1986, I taught a valuation class in my security analyst slot, and with no cameras in the classroom or complaints from students, no one was any wiser.

Corporate Finance 145

Corporate Finance Valuation Finance Investments 145

Future CFO

MAY 17, 2022

The Southeast Asia private equity market had one of the most impressive turnarounds in its history, with deal value reaching an all-time record high of $25 billion, which more than doubled the 2020 figures, said Bain recently. . The year 2021 saw some high-profile first-generation unicorns firm up their plans to go public.

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Marketing Healthcare Investments Valuation 97

CFO Simplified

AUGUST 7, 2023

Too often business owners are forced to make exit decisions without any advance planning based on factors that are largely out of their control including health, divorce, and owner disputes. According to the Estate Planning Institute, 80% of U.S. As stated by the Exit Planning Institute , exit planning is a smart business strategy.

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Valuation Profit and Loss Planning Sales 98