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Musings on Markets

Musings on Markets
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Aswath Damodaran: Valuation, Books, Blog, Articles, Videos “A brand name is one of those competitive advantages you can hang on to for a long time.” — Aswath Damodaran Get the entire 10-part series on Warren Buffett in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues Q1 2020 hedge fund letters, conferences and more Aswath Damodaran: Background & bio Aswath Damodaran is the Professor of Finance at the Stern School of Business at New York University. Aswath Damodaran had a spate teaching at the University of California, Berkeley, from 1984 to 1986, where he received the Earl Cheit Outstanding Teaching Award in 1985. Aswath has published research papers in the Journal of Financial and Quantitative Analysis, the Journal of Finance, the Journal of Financial Economics and the Review of Financial Studies. Aswath Damodaran: Blog Musings on Markets Not-so-profound thoughts about valuation, corporate finance and the news of the day! Tools Taken from Aswath Damodaran’s website: Damodaran Online Spreadsheets Webcasts Mr. Papers

Spreadsheet programs With time, the number of spreadsheets on this page has also increased. To help you in finding the spreadsheet that you might want, I have categorized the spreadsheets into the following groups: Corporate finance spreadsheets: These spreadsheets are most useful if you are interested in conventional corporate financial analysis. It includes spreadsheets to analyze a project's cashflows and viability, a company's risk profile, its optimal capital structure and debt type, andwhether it is paying out what it can afford to in dividends. These spreadsheet programs are in Excel and are not copy protected. One more point.

Kenneth R. French - Data Library Because of changes in the treatment of deferred taxes described in FASB 109, files produced after August 2016 no longer add Deferred Taxes and Investment Tax Credit to BE for fiscal years ending in 1993 or later. U.S. Research Returns Data (Downloadable Files) Univariate sorts on Size, B/M, OP, and Inv Portfolios Formed on Size TXT CSV Details Portfolios Formed on Size [ex.Dividends] TXT CSV Details Portfolios Formed on Size [Daily] TXT CSV Details Portfolios Formed on Book-to-Market TXT CSV Details Portfolios Formed on Book-to-Market [ex. Portfolios Formed on Operating Profitability TXT CSV Details Portfolios Formed on Operating Profitability [ex. Portfolios Formed on Investment TXT CSV Details Portfolios Formed on Investment [ex. Bivariate sorts on Size, B/M, OP, and Inv 6 Portfolios Formed on Size and Book-to-Market (2 x 3) TXT CSV Details 6 Portfolios Formed on Size and Book-to-Market (2 x 3) [ex. Three-way sorts on Size, B/M, OP, and Inv Univariate sorts on E/P, CF/P, and D/P U.S.

Overview of Financial Modeling - What is Financial Modeling What is a financial model? A financial model is simply a tool that’s built in Excel to forecast a business’ financial performance into the future. The forecast is typically based on the company’s historical performance and requires preparing an income statement, balance sheet, cash flow statement and supporting schedules (known as a 3 statement model). From there, more advanced types of models can be built such as discounted cash flow analysis (DCF model), leveraged-buyout, mergers and acquisitions, and sensitivity analysis. What is a financial model used for? The output of a financial model is used for decision making and performing financial analysis, whether inside or outside of the company. Who builds financial models? There are many different types of professionals that build financial models. To learn more about jobs and careers that require building financial models, explore our interactive career map. How can you learn financial modeling? What are financial modeling best practices?

Market Making, Democratized – ERC dEX Standing on the shoulders of giants As anyone familiar with the crypto markets knows, there is a lot of volitility here. Q1 of 2018 saw a massive decline in prices from the highs of late 2017, which resulted in a lot of traders losing money. According to Bloomberg: “Funds specializing in virtual currency market making and arbitrage strategies delivered first-quarter gains even as their mostly bullish peers lost 40 percent on average.” In this post, we’ll share with you how you can take advantage of a market-neutral strategy called market making that promises the possibility of (realtively) steady returns, and we’ll give you the tools you need to do it yourself so you can profit from market volitility — and incentives — like the big institutions do. The art and science of making markets Market making is a trading strategy by which the market maker trader (who we’ll refer to here as the “MM”) places standing buy and sell orders at a carefully calculated spread around the most recent price.

Corporate finance Investment analysis (or capital budgeting) is concerned with the setting of criteria about which value-adding projects should receive investment funding, and whether to finance that investment with equity or debt capital. Working capital management is the management of the company's monetary funds that deal with the short-term operating balance of current assets and current liabilities; the focus here is on managing cash, inventories, and short-term borrowing and lending (such as the terms on credit extended to customers).[citation needed] The terms corporate finance and corporate financier are also associated with investment banking. Financial management overlaps with the financial function of the Accounting profession. Outline of corporate finance[edit] Investment analysis[edit] Investment analysis (or capital budgeting) is the planning of value-adding, long-term corporate financial projects relating to investments funded through and affecting the firm's capital structure.

Marginal REVOLUTION - Small Steps Toward A Much Better World Investor Home - Fundamental Anomalies Gary Karz, CFA (email) Host of InvestorHome Principal, Proficient Investment Management, LLC Value Value investing is probably the most publicized anomaly and is frequently touted as the best strategy for equity investing. There is a large body of evidence documenting the fact that historically, investors mistakenly overestimate the prospects of growth companies and underestimate value companies. Professors Josef Lakonishok, Robert W. Low Price to Book A classic study on the performance of low price to book value stocks was by Eugene Fama and Kenneth R. High Dividend Yield Numerous studies have concluded that high yielding stocks tend to outperform. Low Price to Sales (P/S) A number of studies have concluded that stocks with low price to sales ratios outperform the market and stocks with high price to sales ratios. Low Price to Earnings (P/E) Numerous studies have shown that low P/E stocks tend to outperform the market and high P/E stocks. Neglected Stocks International Value Studies 1.

Investor Home - The Home Page for Investors on the Internet Calculator Soup - Online Calculator Resource The Difference Between Profit & Profit Margin One goal of any business is to increase its profit, but increased profit doesn’t always lead to increased profit margins. Whether running a tattoo shop or a boutique, a business owner needs to understand the difference between profit and profit margin and realize which one serves as a better measurement for understanding costs. Profit One formula can help anyone better understand profit: total revenue minus total expenses equals profit. Profit Margin Profit margin acts as a measurement of a company’s profitability. Profit vs. The profit margin also acts as a gauge of a company’s control on operating costs. Importance It is important for any company, especially a small business, to understand its profit margin. Considerations In an attempt to increase profit margin, a lot of companies look to increase sales first. About the Author From 2002-2006, Kenneth Hamlett was publisher and head writer for UNSIGNED Music Magazine, an online publication with over 100,000 readers. Photo Credits

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