Musings on Markets

MARCH 19, 2022

While the value crowd, bereft of victories for a long time, may be inclined to do a victory dance, it is worth noting that the same phenomenon occurred between February and March of 2020, at the start of the COVID crisis, but that growth companies quickly recouped their losses and finished ahead of mature companies by the end of 2020.

Economics 100

Economics Valuation Treasury Forecasting 100

Finvisage

JANUARY 2, 2020

The objective of TCI is to indemnify the supplier against losses which arise as a consequence of a buyer’s inability to pay. It does not aim to replace profits lost on the transaction. Industry groups have started stockpiling vital goods, for instance non-perishable food products, pharmaceutical supplies and vaccinations.

Construction 52

Construction Manufacturing Economics Profit and Loss 52

Musings on Markets

OCTOBER 18, 2024

In that paper, she posited that platform-based companies prioritized growth over profits, using their platform size to decimate competition, and that antitrust laws would have to be retooled to rein in these companies. In short, while Ms.

Advertising 73

Advertising Profit and Loss Economics Entertainment 73

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. They announced a $640 million loss and ouch. And 00:28:03 [Speaker Changed] That’s an amazing number. The visibility on earnings they grew but they stayed profitable as, as they grew.

Benchmarking 106

Benchmarking Concentration Investments Profit and Loss 106

Barry Ritholtz

JANUARY 24, 2023

But as a private equity owner, again, first of all, you do invest heavily of your own money in the transactions, plus you have additional ownership through, you know, the carried interest, the profits interests. I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers.

Mergers and Acquisitions (M&A) 105

Mergers and Acquisitions (M&A) Investments Leverage Numbers 105

Barry Ritholtz

OCTOBER 8, 2024

And actually, interestingly, Joe was director of research there for a number of years before I moved on to start Perceptive. I’m 00:19:11 [Speaker Changed] Really intrigued by the concept at some of the big pharma, the big pharmaceutical companies and their pipeline. Lindsay Rosenwald was the founder.

Healthcare 59

Healthcare Investments Pharmaceutical Profit and Loss 59

Barry Ritholtz

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? RITHOLTZ: Is that true?

Mergers and Acquisitions (M&A) 65

Mergers and Acquisitions (M&A) Investments Construction Concentration 65

Musings on Markets

OCTOBER 28, 2024

As companies mature, with business models delivering profits and reinvestment needs declining, it is not surprising the companies look outward, with acquisitions often entering the equation. Thus, for foundations and perhaps even some endowment funds, investing green with as little loss in returns as possible becomes the mission statement.

Investments 67

Investments Profit and Loss Benchmarking Accounting 67

Barry Ritholtz

OCTOBER 24, 2023

And it’s a story that is so much more than numbers. Bethany McLean: 00:10:49 [Speaker Changed] Yeah, it was fascinating, and this was highlighted or first written about in a really good New Yorker piece about what San Francisco was doing and why its numbers were so low. Profiteering fraud. No, seriously.

Manufacturing 59

Manufacturing Healthcare Leadership Profit and Loss 59