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Marketplace Valuation: Beyond GMV to Real Value Creation

Equidam

You’d generally compute LTV on a 1-to-3 year timeframe (or even longer for consumer finance products with high stickiness), on a contribution margin basis (but before acquisition cost). The root cause lies in how different marketplace models define and record GMV. LTV/CAC Ratio: You should typically desire a >1-1.5X

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Tanzania: East Africa’s New Powerhouse

Global Finance

For more information about Tanzania, click here to read Global Finance’s country report page. Tanzania has a reputation for peace and stability compared to [other] countries in East Africa, says Tenda Msinjili, head of banking and finance at law firm Clyde & Co.s Inflation (2024, projected): 3.2% in 2024 and 6% in 2025.

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The (Uncertain) Payoff from Alternative Investments: Many a slip between the cup and the lip?

Musings on Markets

The first is that they have low correlations with financial assets (stocks and bonds), allowing for diversification benefits and the second is investments in some of these alternative asset groupings have the potential to earn excess returns or alphas.

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Appetite For Alternative Assets Grows In Private Banking

Global Finance

Its not just about reducing risks but generating alpha and accessing opportunities you cant get in the public markets. The post Appetite For Alternative Assets Grows In Private Banking appeared first on Global Finance Magazine.

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Data Update 1 for 2025: The Draw (and Danger) of Data

Musings on Markets

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Financing Flows 5. Aggregate operating numbers 3.

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AE Industrial’s ‘Captain’ Kirk Konert On Firefly Beating Musk’s SpaceX, PE Space Race

Global Finance

Global Finance: Congrats on Fireflys Blue Ghost, which completed its lunar mission in March. Their Falcon 9 is not a perfect rocket for the missions that Fireflys Alpha should be serving. Read More The post AE Industrials Captain Kirk Konert On Firefly Beating Musks SpaceX, PE Space Race appeared first on Global Finance Magazine.

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The CEO alpha: The advantages of exceptional leadership

Mckinsey and Company

When private equity portfolio company CEOs perform well, the companies they lead do too, creating a “CEO alpha.” This episode of Deal Volume discusses how to cultivate great leaders for greater gains.

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