Financial Modeling Portfolio Stock 
Wall Street Mojo
JANUARY 17, 2024
Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock.
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. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.
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OfficeHours
AUGUST 9, 2023
Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies.
Mergers and Inquisitions
MARCH 13, 2024
Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. However, they often invest using preferred stock with liquidation preferences attached to limit their downside risk (similar to VCs). They earn returns primarily from growth via acquisitions and organic sources.
OfficeHours
AUGUST 20, 2023
Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies.
Mergers and Inquisitions
OCTOBER 30, 2024
Treasury is more important in an industry like commercial banking ( FIG ) than in industrials or consumer/retail because banks constantly issue Debt and Equity and change their Dividend and Stock Repurchase policies to comply with regulatory capital requirements. The key questions that corporate finance teams answer also vary.
Mergers and Inquisitions
MARCH 13, 2023
Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). Is It a Bailout?
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