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 Cash Flow Analysis 88

Harvard Business

SEPTEMBER 16, 2014

Personal credit scores like FICO consider a combination of metrics such as payment history, current level of indebtedness, and types of credit used by potential small business borrowers. And early reports from the architects of these newer algorithms caution how long it takes to thoughtfully incorporate new metrics into the models.

Small Business 71

Small Business Data Cash Flow Banking 71

CaseInterview.com

MAY 3, 2019

The instructor constantly drilled into my head the importance of taking, writing down, and continually updating a patient’s vital signs to determine trends. Initially, I spent all my time trying to memorize what the normal ranges were for each of those metrics (which varies based on whether the patient is an adult, child, or infant).

Analysis 59

Analysis Data Metrics Balance Sheet 59

Harvard Business

AUGUST 3, 2018

The level and trend of a company’s top-line metric is an advance indicator of the success of its business model. Many of these metrics are disclosed in Facebook’s financial statements. However, how those metrics translate into revenues remains a mystery to external investors.

Financial 70

Financial Report Company Metrics 70

MishTalk

NOVEMBER 25, 2013

When markets become parabolic, the people who exist within them are trend followers, because the guys who are qualitative have got taken out. This environment only makes sense through the prism of trends." Trend if Your Friend Until It Changes Hendry is now looking for ‘auto-correlations'' that benefit from this feedback loop. "

Cash Flow 69

Cash Flow Trends Policies Marketing 69

Harvard Business

OCTOBER 21, 2016

Today’s executives are dealing with a complex and unprecedented brew of social, environmental, market, and technological trends. In that year, these improvements resulted in 15,000 metric tons of CO2 emissions avoided and savings of nearly $11 million. These require sophisticated, sustainability-based management.

Study 70

Study Productivity Efficiency Operations 70

Harvard Business

DECEMBER 19, 2017

Likewise, what is the right set of metrics that company executives should use to manage their subscription businesses in order to hold themselves fully accountable to their stakeholders? For example, they may create revenue forecasts that use inputs such as macroeconomic trends for key demographic segments. Case Study: Blue Apron.

Methodologies 70

Methodologies How To Metrics Sales 70