Page 7 - Baruch Lev News Today : Breaking News, Live Updates & Top Stories | Vimarsana

GE announced it's breaking into three. Meanwhile, tech companies continue to take over a wider swath of industries.

A How is it that auto companies spend so much money and there is such vague disclosure on where it’s going? Or how their ambitious projects are progressing? Investors should be pushing accounting standards boards and companies to give them more. With the onset of electric cars and autonomous vehicles, companies are increasing their focus on technology and technical know-how over the traditional nuts and bolts of putting vehicles together. But it’s hard to see this in their financial statements. These firms splash out on research and development budgets — they are some of the bigges...

Synopsis Michael Mauboussin tackles a host of issues, ranging from Reddit Wallstreetbets to Taper Tantrum fears and the recent challenges in value investing Agencies Michael J. Mauboussin, Head of Consilient Research at Counterpoint Global Michael Mauboussin, one of Wall Street’s most creative and influential minds, last year made financial markets sit up and take note, when he said luck is becoming more important in markets as ‘available alpha’ appears to be shrinking. Today, when he looks at the herd behaviour of retail investors on Wall Street, or the plight of traditional value inve...

Tanay’s Newsletter Share One of the big shifts in the economy has been the rise of intangible assets such as software, data, customer franchises and so on, which now make up a bulk of enterprise value.  While the world has changed, accounting standards have not, which in my view has made income statements and balance sheets less relevant. Today I’ll cover this rise of intangibles and how it has made accounting less relevant. The rise of intangibles Back in the day, a majority of most companies value stemmed from tangible assets. These were things like plants, machinery, raw materials an...

Messenger If we take all the physical assets of the 500 largest companies on the New York Stock Exchange, and sell them, we will get no more than 20 percent of their real value of $28 trillion ($28,000 billion). The reason being their real value lies in things that cannot be seen or calculated, such as algorithms, brands and lists, and this is a new global phenomenon in the world of finance and business. If we go back to 1985 before the Silicon Valley dominated the ranking of the largest American companies, the companies’ tangible assets tended to be closer to half the market value.