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3 Key Financial Statements for Assessing a Company's Finances

The Finance Weekly

It uses accounting rules like matching and accruals to show numbers (not cash transactions). Balance Sheet The , balance sheet is like a financial snapshot of a company. How Are These 3 Key Statements Used in Financial Models? Important points to remember: It shows a business's earnings and spending.

Finance 52
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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. And 00:28:03 [Speaker Changed] That’s an amazing number. Low price stock has historically had some very large concentrated positions. If it’s a cyclical low Yeah.

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Transcript: Ken Kencel

Barry Ritholtz

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.