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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

Understanding Equity Research The role of an equity researcher is to analyze financial data, industry trends, and other information to create detailed reports on specific companies or sectors. One of the key responsibilities of an equity researcher is to conduct financial analysis.

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Getting Your Deal Done

Martinka Consulting

I told him we would not meet in person until he talked to his wife about it. Have a strong balance sheet. Have accurate and consistent financial statements (this often means don’t blend your business and personal checkbooks). For buyers, the financial statements are the starting point but they’re a long way from the end.

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How to Improve Your Finance Skills (Even If You Hate Numbers)

Harvard Business

How can you boost your financial acumen? “The decision-makers will want to see a simple model that shows revenue, costs, overhead, and cash flow,” he says. “You are not going to be involved in running projects unless you understand the financials,” he says. .” Overcome your fears.

Finance 28
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How Companies Can Use Investors to Their Advantage

Harvard Business

Then a new CFO joined the company: Masashi Oka, a financial industry veteran who had played a key role in transforming Mitsubishi UFJ Financial Group-owned Union Bank in the US. His idea was to turn investor relations on its head by using regular meetings with top-class investors as something akin to due diligence.

Company 31
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Shockingly Bad Fiscal Health of Chicago (and the Financial Engineering Chicago Uses to Hide that Fact)

MishTalk

Kristi Culpepper, a bond guru, has gone over Chicago''s annual financial report, bond documents, investor presentations, and CAFRs. 28, as Bond Girl, she wrote a 1,650-word blog post for the Financial Times’ Alphaville on a proposed debtor-in-possession financing for bankrupt Detroit. She knows what she is talking about.

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There’s No Wrinkle in Time for the Time-based CFO

Free Agent CFO

I’ve been building financial models for more than 20 years. I’ve even been a VAR for a leading driver-based financial modeling tool. Instead, they should be saying to quit walking away after the job of reporting financial or non-financial data based on the past. Meet Susan. And cash flow?