The Finance Weekly

SEPTEMBER 10, 2023

The 3 Key Financial Statements These three financial documents are connected, and we'll explain how they work together in this guide, so you don't need to be an accounting expert to understand them: Income Statement Investors and analysts usually start by checking the , income statement when they want to know how a business is doing financially.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

The Finance Weekly

AUGUST 5, 2023

FP&A professionals excel at solving intricate problems related to financial performance and business strategy. Collaboration with cross-functional teams such as sales, marketing, and operations is common for FP&A professionals as they work towards shared objectives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

Barry Ritholtz

DECEMBER 12, 2023

Low price stock has historically had some very large concentrated positions. And those concentrated positions happen because they have high conviction that they’re in that group where it’s not stupid to think about where earnings will be 10 years out. This is what’s wrong with concentrating in the wrong stocks.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

APRIL 4, 2023

And that’s really what was the genesis for, you know, our sale to Carlyle. So you would see pretty high concentrations of, you know, $100 million, $200 million, $300 million, all essentially sitting on a single balance sheet of the bank. You should have a platform there. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Finance Investments Banking 57