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Investment Analysis - The Complete Guide

Investment Analysis: The Complete Guide

By Andrew Stotz

Investment analysis is the process of evaluating financial assets, such as stocks, bonds, and portfolios, to determine their value, risk, and potential return. Professional analysts use it to decide what to buy, hold, or sell, and at what price. Whether you’re building a DCF model, applying the Capital Asset Pricing Model (CAPM), or assessing a…

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How to Decide Between the CFA Program vs. an MBA Program

By Andrew Stotz

If you are trying to further your professional career, you may have thought about getting an MBA, or even becoming…

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Mistake #3: Growing Fixed Assets Slower than Revenue

By Andrew Stotz

Today, let’s talk about mistake #3: Growing fixed assets slower than revenue. First though, a quick recap of the full…

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One of the Biggest Influences on Your CFA Score: Personality

By Andrew Stotz

Becoming a CFA Charterholder is all about the three exams. And the required 48 months of work experience. And the…

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Mistake #2: Underestimating Expenses Causing Unrealistic Profit Forecasts

By Andrew Stotz

Welcome to the second installment of my Top 9 Valuation Mistakes blog series. In today’s post, we’ll examine Valuation Mistake…

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Improve Your CFA Exam Score

By Andrew Stotz

If you were to ask anybody who has ever taken the CFA exam, they would tell you one thing, it…

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What to Expect on the CFA Level 3 Exam

By Andrew Stotz

Two exams behind you and one of the final CFA hurdles lies ahead in June 2019. As you’re no doubt…

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Your CFA Result Is Void: How Not to Fail

By Andrew Stotz

Now, the CFA exams are nothing if not popular. Last year, nearly 220,000 candidates sat the CFA exams from hundreds…

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What to Expect on the CFA Level 2 Exam

By Andrew Stotz

If you’re reading this then you’ve already probably passed your CFA Level 1 exam and are getting ready to register…

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The Difference Between Stock Value and Stock Price

By Andrew Stotz

It’s easy to assume that a company’s stock value correlates with its price, but this isn’t always the case. There’s…

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