Matt Bergman tweeted about the difference between enterprise free cash flow and equity free cash flow.
Continue reading “Free Cash Flow and Valuation”Microsoft Excel for Real Estate
Spencer Burton wrote an article for A.CRE (Adventures in Commercial Real Estate) titled The Definitive Guide to Microsoft Excel for Real Estate.
Continue reading “Microsoft Excel for Real Estate”It’s possible for start ups to have too much capital
Annanth Aravinthan wrote a Twitter thread about starting UBER Eats. “Reflecting at my time at UBER, I do think it’s possible for start ups to have “too much capital”. I personally fell into two traps in retrospect…”
Continue reading “It’s possible for start ups to have too much capital”Financial Analysis for Marketers
Northeastern University marketing professor Bruce Clark wrote an article titled Financial Analysis for Marketers. He includes a diagram titled How We Get to Profit which pulls together all of the components he defines.
SPAC Acquires WeWork
Peter Eavis and Lauren Hirsch wrote an article for the New York Times titled After Failed I.P.O., WeWork Will Go Public Through a Merger.
Continue reading “SPAC Acquires WeWork”Marketing-Finance Alignment
Marketing-Finance Alignment. December 10, 2020. Zoom discussion with Shahin Khan, Doug Garnett, Michael Douglas, Alastair Thomson. Alastair is the author of Cash Flow Surge. Continue reading “Marketing-Finance Alignment”
The Business of Benchmarking
Marc Rubinstein wrote an article titled The Business of Benchmarking, which includes the history of the meter, the shipping container, Nielsen TV ratings, FICO scores, stock indices (DJIA, S&P500, FTSE, Russell, MSCI, etc.), and bond ratings. Continue reading “The Business of Benchmarking”
Is 80% of stock value based on earnings >10 years into the future?
I am reading the B2B Institute’s B2B Trends, which is excellent so far. But on p.14, while I agree with their point about long-term brand building, I question a supporting statement:
« Good CFOs understand that businesses are valued not on current cash flows but on future cash flows. By some estimates, 80% of the value of your stock is based on sales 10+ years in the future. »
So I posted the question of Twitter and got some insightful responses.
Continue reading “Is 80% of stock value based on earnings >10 years into the future?”
growth vs. profit
A Twitter thread about the need for marketing and finance to work together led to an interesting comment from business school professor Bruce Clark about profitability. Continue reading “growth vs. profit”
Marketers have to talk to Finance
By Samuel Brealey wrote an article titled Marketers, it’s time to grow up and talk to Finance. Continue reading “Marketers have to talk to Finance”
Articles of Interest 