Wall Street Mojo

JANUARY 17, 2024

read more like investors, shareholders Shareholders A shareholder is an individual or an institution that owns one or more shares of stock in a public or a private corporation and, therefore, are the legal owners of the company. A positive cash flow shows financial stability, which brings confidence among stakeholders.

Accountant 98

Accountant Finance Finance Profitability 98

Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. If Company Z announces a new product at this upcoming conference, how much could its stock price increase?

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

MARCH 13, 2023

In 24 hours, it went from “We’re fine, but we took some losses and need additional capital” to “The FDIC is taking over, the government has guaranteed uninsured deposits, and there might be additional bank runs and a financial crisis or three.” And the impact on the banking industry , venture capital, and startups. But the U.S.

Bank 123

Bank Banking Funds Government 123

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). Otherwise, the written version follows: Why Use a Dividend Discount Model? If you sum up these numbers, you can see whether the company is valued appropriately.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Wall Street Mojo

JANUARY 16, 2024

Their shareholders are limited to 100 ad can issue only one type of stock. It denotes the organization's profit from business operations while excluding all taxes and costs of capital. Their accountability for business loss or debt doesn't exceed their capital investment in the company. They do not pay SECA Tax.

Corporation 98

Corporation Profitability Financial Modeling Financial Models 98

Wall Street Mojo

JANUARY 15, 2024

In addition, the companies have stock opportunities to offer to employees, who have completed a minimum specific number of years working with the same employer. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Financial Modeling 52

Financial Modeling Financial Models Stock Valuation 52

Mergers and Inquisitions

AUGUST 16, 2023

poor stock-market performance, slowing growth rates, and an aging population. RMB vs. USD: Does the firm raise capital in China’s currency (the RMB), or does it raise USD from Limited Partners overseas? This may change due to factors like the “decoupling” with the U.S.,

Private Equity 94

Private Equity Equities Recruitment Funds 94

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

Mergers and Inquisitions

JULY 19, 2023

Long-Only Hedge Fund Definition: A long-only hedge fund buys securities to earn a profit when they increase in price, and it does not bet against securities by borrowing to sell them in advance; the fund might invest in stocks, bonds, derivatives, structured products, and almost anything else.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

MAY 24, 2023

But even if the specific catalysts never materialize, the stock price might still increase by 20% or 30%. Special Situations – These funds focus on companies that are spinning off or divesting divisions, reorganizing, or otherwise going through more unusual changes (not just simple acquisitions or capital raises).

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. the appropriate debt vs. equity mix, and additional capital needs over the next few quarters. The output is more about the credit stats and ratios (Debt / EBITDA, EBITDA / Interest, etc.),

Equities 59

Equities Debt Asset Management Recruitment 59

iMerge Advisors

APRIL 8, 2025

For example, a vertical SaaS company serving healthcare providers might position itself as a platform for payer-provider integration, with expansion potential into adjacent compliance tools.

M&A 40

M&A Valuation Private Equity Negotiation 40

Mergers and Inquisitions

JANUARY 31, 2024

In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation. Tiger Global is another example of this issue: It started as a hedge fund but later expanded into private equity and venture capital , with different teams for each one.

Funds 59

Funds Management S&P Recruitment 59

Cooley M&A

JULY 9, 2021

To determine the fair value of Regal’s common stock at the effective time of the merger, the court reduced the deal price by $3.77/share, Following the adjustments for synergies and changes in Regal’s value between signing and closing, the fair market value of Regal’s common stock was determined to be $23.60/share, 1] In Halpin v.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Mergers and Inquisitions

APRIL 5, 2023

Sovereign wealth funds have much longer time horizons and more “permanent capital” than traditional PE firms, hedge funds, and funds of funds, and these points create differences in timing, strategy, and willingness to pay. They might ask you to pitch a stock, but it will be less formal than in ER and HF interviews. Why this firm?” “Why

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

NOVEMBER 15, 2023

Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam. Complete an Excel or financial modeling course or the most relevant parts of one (see our 10- and 20-hour study plans ).

CFA 59

CFA Investment Banking Bank Banking 59

iMerge Advisors

APRIL 12, 2025

Key components of a strong deal include: Valuation: Based on EBITDA, ARR, or revenue multiples, depending on your model. Deal structure: Cash vs. stock, upfront vs. deferred payments, earn-outs, and escrows. Tax efficiency: Asset vs. stock sale, and how proceeds are taxed (see Tax Law Changes and the Impact on Personal Taxes ).

Negotiation 40

Negotiation M&A Valuation Private Equity 40