article thumbnail

Ignore the Balance Sheet at Your Own Risk

Martinka Consulting

He told me something that’s stuck with me when he said how as an operator he was concerned with the profit and loss statement but as a deal person he found an appreciation for the balance sheet and its importance. The balance sheet tends to get overlooked by many businesspeople, sellers, and buyers, which is a shame.

article thumbnail

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

Insiders

Sign Up for our Newsletter

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

article thumbnail

Beware of Incomplete Information

Martinka Consulting

.” She deciphered this by looking at the third quarter P&L and an October 23 balance sheet. ” Sure enough, the company’s job system and accounting system only sync at the end of the month so the drop in net income, as per the mid-month balance sheet, was fiction. ” Carrie Fisher.

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. They play a critical role in the investment process by providing valuable insights and analysis on companies and sectors, which can help investors make better-informed decisions.

article thumbnail

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. We were at a loss for what to do – our deliverables depended on this analysis, but we lacked the necessary information to finish our calculations. However, finding enough quality information is often difficult.

Data 78
article thumbnail

Bank Profitability: Decoding the Income Statement

Tom Spencer

For the sake of simplicity, we will present the information in a consolidated manner. Operating expenses Operating or non-interest expenses will be affected by many moving parts such as wages, benefits, infrastructure, and information technology. Image 2: Illustrative example of a bank’s non-interest income 3.

Banking 88
article thumbnail

Unlocking Business Profit Potential

Business Consulting Agency

Review income statements, balance sheets, and cash flow to identify areas that impact profitability. Market Insights : Consultants stay informed about industry trends, market dynamics, and best practices to ensure your strategies remain competitive. Ensure these goals align with your long-term financial strategy.