Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Interest Rate Swap | Examples | Uses | Swap Curve (wallstreetmojo.com) In this context, vanilla swap is widely used in the market. Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers.

Financial Institution 91

Financial Institution Banking Bank Financial Models 91

Wall Street Mojo

JANUARY 14, 2024

It helps the bank which has the account in the bank of another country by simplifying the exchange and trading process for the foreign currencies. Examples Advantages Disadvantages Nostro Account vs Vostro Account Recommended Articles How Does A Nostro Account Work? Commonly for shares, it is two business days after the trade.

Accountant 52

Accountant Financial Models Financial Modeling Bank 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Convertible Securities (wallstreetmojo.com) The convertible securities are preferred over non convertible securities for investments, given the lesser payout involved and more fruitful returns expected. Can convertible securities be sold or traded in the market?

Securities 98

Securities Investors Shares Financial Models 98

Wall Street Mojo

JANUARY 15, 2024

Article Link to be Hyperlinked For eg: Source: Moving Average Convergence Divergence (wallstreetmojo.com) MACD is an indicator of price momentum, showing the direction of the stock price is in the market. To avoid this, traders lean towards more complex trading rules such as signal crossover and divergence.

Financial Models 52

Financial Models Financial Modeling Stock Valuation 52

Wall Street Mojo

JANUARY 17, 2024

Article Link to be Hyperlinked For eg: Source: Full form Of CDS (wallstreetmojo.com) CDS is also known as a credit derivative contract or instrument that is signed between two counterparties, i.e., the buyer and the third party, who agree to take the swap of the risk. Speculators use the difference in prices to trade and make profits.

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 52

Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Bullish Engulfing Pattern (wallstreetmojo.com) This two-candlestick pattern indicates that the bears or sellers pushed the financial asset’s price lower in the green candle. How To Trade? Also, the number of buy trades are more than the sale. How To Trade?

Financial Asset 52

Financial Asset Financial Models Financial Modeling Stock 52

Wall Street Mojo

JANUARY 15, 2024

Tax accounting refers to the methods and policies used for the preparation of tax returns and other statements needed for tax compliance and therefore, it provides frameworks and guidelines for arriving at a taxable profit. In this concept the main focus of the accounting system is on taxation rather than financial statements.

Accountant 52

Accountant Profitability Financial Models Financial Modeling 52

Software Equity Group

JULY 1, 2024

In this article, we will discuss what a QoE report entails and why we recommend that our clients get one before exiting. A QoE report is a document from a third-party accounting firm that objectively presents the company’s financial position after a comprehensive analysis. What is a Quality of Earnings Report?

M&A 52

M&A Accountant Financial Statement Business 52

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. see the fixed income trading article for the full list ). What if there’s a recession or a slowdown in global trade? If the company liquidates, which lenders will get their money back?

Equities 59

Equities Debt Asset Management Recruitment 59

RKJ Partners

AUGUST 6, 2017

For the purposes of this article, we will focus on valuation from the perspective of a merger and acquisition transaction, and specifically from the viewpoint of a buyer evaluating a business for sale. During preliminary due diligence, the view of valuation is often heavily contingent on the financial information provided by the seller.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Cooley M&A

OCTOBER 25, 2018

dividends, distributions, transaction costs) in the period from the date of the financial statements to closing. dividends, distributions, transaction costs) in the period from the date of the financial statements to closing. Articles of association. Closing financial statements. Trading business.

M&A 40

M&A Mergers and Acquisitions Financial Statement Government 40

Mergers and Inquisitions

JULY 19, 2023

But if you consider long-only or “long-biased” funds, the liquidity and Beta are often higher: A fund that holds only stocks can easily sell them, and the lack of short positions makes it easier to unwind trades. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations.

Funds 52

Funds Asset Management Management Equities 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

Wall Street Mojo

JANUARY 18, 2024

Article Link to be Hyperlinked For eg: Source: Certificate of Deposit (CD) (wallstreetmojo.com) As a reward, the issuing financial entity offers premium interest rates. Also referred to as an aftermarket, it allows investors to trade securities freely without interference from those who issue them.

Financial Institution 52

Financial Institution Banking Bank Accountant 52

Devensoft

JUNE 5, 2023

Within this article, we shall explore a range of practical insights and strategies to identify and harness accretive opportunities amidst the unforgiving terrain of a highly competitive market. This can help you identify areas where your business can provide a better solution or experience than your competitors.

Business 52

Business M&A Acquisitions Food 52

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. Trade publications and news sources: Monitor trade publications and news sources to stay informed about potential acquisition targets and industry trends.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

Lake Country Advisors

AUGUST 28, 2024

Where local market conditions can vary widely, well-prepared financial documents give your business a competitive edge. Ensuring Accuracy and Transparency Ensure that all financial statements, including balance sheets, income statements, and cash flow statements, are accurate and up-to-date.

Business 52

Business Sale Valuation Manufacturing 52

Devensoft

JUNE 13, 2023

Don’t have time to read the full article? Download the full article as a PDF. The evaluation process should also investigate the financial and legal aspects of the transaction, such as tax implications, financial statements, and regulatory compliance. Get a copy to-go.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Wall Street Mojo

JANUARY 16, 2024

Article Link to be Hyperlinked For eg: Source: Tax-Sheltered Annuity (wallstreetmojo.com) Such annuity income plans are available for employees of public schools and non-profit organizations. Rules Examples Advantages Disadvantages Tax-Sheltered Annuity vs 401K Recommended Articles How Does A Tax-Sheltered Annuity Work?

Accountant 98

Accountant Financial Models Financial Modeling Investment 98

Mergers and Inquisitions

SEPTEMBER 6, 2023

In short: Quarterly Financial Statements: All “private funds” must now issue quarterly statements to investors with the fund’s performance, fees, and expenses. You can read all ~660 pages of the new “Private Fund Rule,” but the SEC’s summary is more than enough. Dentons also has a good summary with more details on some rules.

Private Equity 105

Private Equity Equities Finance Finance 105

Wall Street Mojo

FEBRUARY 9, 2024

Most Favored Nation(MFN) Meaning The Most Favored Nation (MFN) status refers to granting similar trade benefits comprising low tariffs, including favorable market access conferred upon its trading partner as per the principle of international trade. MFN can be of two types- conditional MFN and unconditional MFN.

Trading 98

Trading Financial Models Financial Modeling IT 98

How2Exit

FEBRUARY 17, 2025

Financial Planning & Process Documentation – Having structured financial statements, KPI tracking, and documented workflows is critical for growth and eventual sale. Assuming EBITDA multiples from other industries or strategic sales apply universally.

Business 130

Business IT Valuation Economics 130