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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

This includes analyzing a company’s financial statements, such as its income statement, balance sheet, and cash flow statement. This may include writing research reports, giving presentations, and participating in conference calls or meetings.

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Small Business Survival Tips During COVID-19

Martinka Consulting

Or, if you’re sick of being cooped up and simply want to talk, give me a call or suggest we meet for a walking coffee (at a safe distance). If cash is tight, let them know, work out payment plans, and above all, don’t be silent about it. Work with your bank , especially if you have a term loan and cash flow issues.

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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. Your accountant or CFO can help and depending on the size of the deal you may want a quality of earnings report, which is a fancy name for a mini-audit and proof of cash (flow). Guess what? We never met.

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

Harvard Business

“The decision-makers will want to see a simple model that shows revenue, costs, overhead, and cash flow,” he says. See More Videos > See More Videos > Tackle the balance sheet. “Take an interest in the balance sheet and then do the due diligence to understand it,” he says.

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How Companies Can Use Investors to Their Advantage

Harvard Business

” The reply he got was like a cold shower: “Management is delusional about their long-term prospects,” said the investor, adding, “Every time we meet … it truly shocks me how far behind it is and how slow they have been to grasp the trends of the industry.”

Company 31
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Oil’s Boom-and-Bust Cycle May Be Over. Here’s Why

Harvard Business

oil supply may be enough on its own to meet all of this year’s growth in global oil demand. In fact, 2018 may mark the first year shale producers will be able to fund future expansions of drilling programs through their own cash flow. Even more potentially destabilizing for major players, the expected surge in the U.S.

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

Free Agent CFO

Meet Susan. The balance sheet is dull and boring with almost no debt. It’s one of those balance sheets that lacks drama. And cash flow? Free cash flow is predictable and also tracks consistently with earnings. The majority of the CFOs I meet are past-based CFOs.