Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

Wall Street Mojo

JANUARY 17, 2024

This financial instrument is commonly used by creditors who are not sure of getting back the money from the borrowers and wants to offset the risk of default. It also acts as an insurance policy to the buyer since it promises to compensate the buyer through its sellers in case of any default. read more to the third party or the seller.

Financial Modeling 52

Financial Modeling Financial Models Insurance Valuation 52

IBG

SEPTEMBER 11, 2024

As a simple example, here is how an IBG M&A professional categorized the recast financials in the recent sale of a law firm: P&L SUMMARY (four years) Total revenues: $ _ Gross profit: $ __ Adjusted expenses: $ __ Operating income: $ __ Other income/expenses: $ __ EBITDA: $ __ ADJUSTMENTS Owner’s salary reduced to replacement (..)

Sale 52

Sale Business Financial Statement Profitability 52

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Collateralized Debt Obligation (CDO) (wallstreetmojo.com) The rise and demise Collateralized Debt Obligation assets turned out to be a cyclical process, initially reaching the top because of its inherent benefits, but ultimately collapsing and leading to one of the largest financial crises.

Debt 52

Debt Banking Bank Investors 52