Who is the Valuation Master Class Boot Camp for? Ambitious professionals eager to master valuation and advance their finance careers. We designed the Valuation Master Class Boot Camp for ambitious early-to-mid-career finance professionals, driven students, recent graduates, and committed career switchers. Participants may come from traditional finance roles, such as analysts, accountants, or bankers, or…
Read More
Everything about Share Buybacks
In this post I provide important research on the topic of share buybacks.
Read More
Is Mercedes-Benz’s Restructuring Enough to Close the Tech Gap with Tesla?
Planned restructuring to turnaround profitability and value, accelerated electrification necessary to stay competitive, and strategic partnerships to bring autonomous driving forward.
Read More
How to Write Equity Research That Wins the CFA Research Challenge
I wrote a piece about the 8 elements needed to write an equity research report that wins the CFA Research Challenge.
Read More
What Is Going to Happen with Inflation?
Many forces at work impact inflation. There are current trends that cause both inflationary and deflationary measures. Whether we’ll see inflation or deflation in the future depends on which of these forces dominate.
Read More
How to Value a Startup
This story started when Dan, a podcast listener, replied to my recent weekly email with this question, “How do you value a startup, especially if there is no revenue?”
Read More
How to Fight Back When Your Dreams Are Crushed
The trouble you face is not your fault, and I’m gonna show you how you can fight back. I challenge you to recommit to your dreams today!
Read More
What Does It Mean to Be Financially World Class?
To determine a World Class Company, we focus on one measure, Profitable Growth. This is a composite of two measures that matter most regarding share-price performance: Profitability and growth relative to global sector peers.
Read More
What Is Liabilities To Assets Ratio?
The liabilities to assets ratio is also known as the debt to asset ratio. It shows the percentage of assets that are being funded by debt.
Read More
What Is Growth Year Over Year?
The YoY growth looks at a company’s performance/profit year after year or period after period. It compares the performance/profit and looks at how well the company is doing.
Read More