article thumbnail

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.

article thumbnail

Coronavirus & Consulting Offers

Tom Spencer

The travel and hospitality industries have been decimated, stock markets around the world have tanked, and governments struggle to combat this devil on so many fronts. If the firms don’t have a strong balance sheet, if they foresee a potential cash flow problem, or if they have clients in particularly hard hit industries, I’d be concerned.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Bank Profitability: Decoding the Income Statement

Tom Spencer

For the sake of simplicity, we will present the information in a consolidated manner. Non-interest income This is the revenue generated from fees, typically accounting for around 40% of industry revenue, including: deposit service charges (e.g.,

Banking 88
article thumbnail

Why Financial Statements Don’t Work for Digital Companies

Harvard Business

In contrast, industrial giant GE’s stock price has declined by 44 % over the last year, as news emerged about its first losses in last 50 years. Why do investors react negatively to financial statement losses for an industrial firm but disregard such losses for a digital firm? Let’s first look at the balance sheet.

article thumbnail

Small Business Survival Tips During COVID-19

Martinka Consulting

Some are busier than ever – the grocery industry, medical supplies, etc. Be present instead acting like you’re in a business coma. I’ve also heard a lot of PE firms are telling their operating companies to use the lines of credit to strengthen their balance sheets cash position so consider this. Conclusion & Advice.

article thumbnail

Flip the Switch

Martinka Consulting

I recently had discussions with a client who would like to sell to one of his three competitors (given his industry, these are the only logical buyers). One of the first things I do when I see financial statements is check if the year-to-date income on the P&L is the same as the year-to-date income on the balance sheet.

article thumbnail

Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

Heres my understanding of the current TARP/TARPII/PPIP/etc plans: The major "sick" banks wont lend to businesses, because their balance sheets are tied up with bad assets that they cant sell. I think what you say makes sense, but implementation of your idea requires quite an re-allocation of industry resources. Presentation Zen.