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Equity Research: Understanding the Role of Stock Analysts

Tom Spencer

Equity research is a vital function within the investment industry that helps investors make informed decisions about buying, holding, or selling stocks. These reports typically include information on a company’s financial performance, management team, competitors, industry trends, and any other relevant information.

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Unlocking Business Profit Potential

Business Consulting Agency

Review income statements, balance sheets, and cash flow to identify areas that impact profitability. Consider their track record, industry knowledge, and commitment to collaboration. Set Profitability Goals : Define clear and achievable profitability goals for your business.

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Overcoming Data Collection Challenges in Consulting

Tom Spencer

We repeated our request a week later, but they only provided a balance sheet from the previous year. For example, instead of asking for the average payroll for each department over time, ask for a representative current salary of an employee in each department: sales, operations, finance.

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

Harvard Business

If you’re not a numbers person, finance is daunting. Stop avoiding finance because you’re afraid of numbers. Think of it this way, “Finance is the way businesses keep score. “Finance and accounting are very simple. .” “Finance and accounting are very simple. Overcome your fears.

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M&A deals – benefits and drawbacks

Tom Spencer

Increased market share : assuming the two companies are in the same industry, bringing their resources together may result in larger market share. If there are debts owed by each organization, then the M&A process may increase the total balance sheet debt of the combined company.

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2008 Financial Crisis – Causes and historical context

Tom Spencer

Many an economics and finance course later, I see that the layers of complexities to the 2008 financial crisis are innumerable. Dow Jones Industrial Average collapse following Lehman’s failure was the largest stock market decline since the aftermath of September 11. We were shocked, how could no one have seen the collapse coming?

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Banks – Industry Overview

Tom Spencer

Investment banks are split between capital markets and corporate finance (also known as investment banking). Investment Banking – Capital Markets (Wholesale Banking) and Corporate Finance. Banks have huge balance sheets well in excess of their equity value due to all deposits being liabilities – the balance sheet is the business.

Banking 12