Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Because this step is similar in this method as it is in the other valuation methods (DCF, Comparable Company, etc.),

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Valuation M&A DCF Shares 130

CNBC: Investing

AUGUST 6, 2024

A few Apple analysts speculated that the profit-taking move from the Oracle of Omaha was driven by portfolio management and valuation concerns.

Portfolio Management 62

Portfolio Management Valuation Sale Portfolio 62

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. At the junior level, running the model and valuation analyses will be one of your primary workstreams as a private equity professional.

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Private Equity Equities Investment Valuation 147

The TRADE

SEPTEMBER 15, 2023

The Bloomberg MVP index, designed by BISL, tracks the performance of US large-cap companies that showcase fundamental qualities across momentum, value, volatility and profitability based on a factor model developed by Bloomberg Intelligence.

Portfolio 69

Portfolio Profitability Portfolio Management Equities 69

Wall Street Mojo

FEBRUARY 9, 2024

For example, a portfolio has cash flows that match put options in the market. Replicating Portfolio Approach Explained Replicating portfolio involves the pooling of assets in a manner that allows portfolio managers to easily hedge the risks of these assets and balance the risk-return of the target asset.

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Portfolio Portfolio Management Insurance Risk Management 52

Peak Frameworks

AUGUST 24, 2023

Effect on Gross and Net Margins The balance between revenue growth and cost control through channel optimization can improve profit margins. Company Valuation distribution channel analysis provides insight into the company's revenue potential and cost structure.

Private Equity 52

Private Equity Retail Manufacturing Sale 52

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers. Read the filings, build a model, and make a long/short pitch”).

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Funds Management S&P Recruitment 59