Harvard Business

APRIL 26, 2017

Banks also have a built-in customer base, and access to proprietary data on depositors that can be used to find eligible borrowers who already have a relationship with the bank. By comparison, online lenders face capital costs that can be higher than 10%, sourced from potentially fickle institutional investors like hedge funds.

Banking 135

Banking Small Business Oliver Wyman Retail 135

Tom Spencer

APRIL 21, 2023

Understanding Equity Research The role of an equity researcher is to analyze financial data, industry trends, and other information to create detailed reports on specific companies or sectors. This includes analyzing a company’s financial statements, such as its income statement, balance sheet, and cash flow statement.

Research 88

Research Balance Sheet Analysis Cash Flow 88

Consulting Matters

JANUARY 7, 2019

However, there will be times when you have to feel the cash flow pressure and need to find clients.right now! So be bold with current clients: Use data from assessment and past work to create business case for next phase of work. Before we get started. Document ideas in the document we use for Directional Agreement.

Consulting 202

Consulting Strategy Strategy& Strategy 202

Tom Spencer

MAY 25, 2019

There are a couple of reasons for this: Asset managers can see cash flow and earnings fluctuate wildly with markets. For alternative asset managers such as hedge funds, their cash flows may be cut by more than half as profits fall and they collect a smaller fee from their profit participation agreements.

Cash Flow 60

Cash Flow Management Metrics Benchmarking 60

Progressus

AUGUST 29, 2023

Ultimately, these hurdles jeopardize the firms’ ability to set and achieve short-term and long-term objectives, forecast cash flows, and strategize for the future. To steer the business in the right direction, the finance department requires instantaneous data on project statuses, forthcoming deals, and future client engagements.

Cash Flow 52

Cash Flow Financial Sales Operations 52

Harvard Business

JUNE 8, 2018

This notion, that risk is a desirable feature, can seem like sacrilege to anyone who’s taken an introductory finance course. Business students are taught to value a company based on the discounted amounts of future cash flows or earnings. It’s unlikely that investors’ risk aversion has fundamentally changed.

Financial 80

Financial Report Cash Flow Metrics 80

Progressus

OCTOBER 20, 2023

These metrics provide the foundation for more outcome-oriented engagements, leveraging real-time data to secure contracts, monitor progress, and demonstrate the value of client investments. Over time, this KPI facilitates precise cash flow forecasts, enabling strategic investments in line with long-term objectives.

Cash Flow 52

Cash Flow Metrics Resources Sales 52

MishTalk

MAY 14, 2014

Economic data released on Tuesday also included a deceleration in industrial production, with growth in steel and cement output slowing to a crawl. Rates of return on commercial property and infrastructure, and cash flows for developers and local government, have been deteriorating.

Real Estate 76

Real Estate Banking Construction Cash Flow 76

Harvard Business

NOVEMBER 23, 2016

Data from the U.S. Our data include about 950 businesses. Firms applied for credit to finance recovery. Despite the need for credit to finance recovery, disasters can also constrain the capacity of lenders to supply it because so many households and businesses are affected at once. Challenge risk financing conventions.

Insurance 70

Insurance Insurance Small Business Finance 70

MishTalk

DECEMBER 11, 2014

Energy production is extremely capital intense, and often accompanied by negative free cash flow. percent in June, according to Bank of America Merrill Lynch index data. CJES), postponed financings this month as sentiment soured. Junk bonds of Energy XXI Ltd. plunged to 64 cents on the dollar from 106.3 Energy XXI Ltd.

Energy 78

Energy Marketing Benchmarking Cash Flow 78

Tom Spencer

FEBRUARY 28, 2021

discounted cash flow (DCF)) and to check if the M&A between two companies would result in an accretive or dilutive situation. The technical interviews were just like any investment banking interviews which involved a lot of finance, accounting, valuation, DCF, and M&A model questions. Image: Pexels.

Interviews 68

Interviews Case Interview Strategy Strategy& 68

Harvard Business

SEPTEMBER 15, 2017

A comprehensive survey of financial executives concluded that “repurchases are made out of the residual cash flow after investment spending.” Moreover, the claim that buybacks weaken companies long-term isn’t borne out by the data. The evidence suggests this view is more accurate. over the next four years.

Cash Flow 72

Cash Flow Finance Government Study 72

Harvard Business

FEBRUARY 7, 2017

And yet we have not had the comprehensive data needed to quantify the payoff from managing for the long term — until now. The data for this index was drawn from 615 nonfinance companies that had reported continuous results from 2001 to 2015 and whose market capitalization in that period had exceeded $5 billion in at least one year.

Management 70

Management Metrics Financial Company 70

Harvard Business

AUGUST 3, 2018

For example, whether and how advertisement rates are related to users’ activity hours, whether that rate is increasing or decreasing, whether it differs with geography and customer profile, and how much revenues Facebook derives from selling users’ personal data, are not disclosed in Facebook’s financials.

Financial 70

Financial Report Company Metrics 70

MishTalk

AUGUST 28, 2015

Illinois is particularly bad, but let's look at some aggregate data. Negative Flow My friend Don Campbell pinged me with this comment the other day: " Nearly all public pension funds have a negative cash flow, meaning they pay out in benefits each year more than they receive in contributions. trillion to $3.71

Cash Flow 28

Cash Flow Finance Data Analysis 28

Progressus

NOVEMBER 10, 2023

In today’s data-centric digital landscape, intelligence is central to any business strategy, especially as we look towards 2024. According to PWC , talent, technology and data will set winning professional services firms apart from the competition. Bad data, in turn, leads to inaccurate timelines, estimates, budgets.

Agile 52

Agile Tools Data Talent 52

MishTalk

AUGUST 7, 2013

Get Involved The State of the Unions Finances: A Citizens Guide. So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows.

Balance Sheet 71

Balance Sheet Marketing Real Estate Financial 71

Harvard Business

DECEMBER 19, 2017

Moving from “top-down” valuation to “bottom-up” The default valuation method for finance professionals is “top-down” in nature. Then we project those granular patterns forward as if we had such data in the first place. Case Study: Blue Apron.

Methodologies 70

Methodologies How To Metrics Sales 70