Sun.Nov 28, 2021

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Present Equity Research That Wins the CFA Research Challenge

Andrew Stolz

In this video, I go through the 10 elements that can help you win the CFA Institute Research Challenge. I wrote this from my own experience both as a judge and more importantly as a financial analyst all my career. Get my cheat sheet for free here. DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice.

Equity 52
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Selling a Business, Charitable Contributions, and IRS Compliance: The Importance of the Business Valuation

Merrimack Business Appraisers

We have built our reputation on preparing detailed, defensible, and thorough business valuations for small and mid-sized privately held companies. When values matter, it is important to have an objective, certified business appraisal that will stand up to scrutiny and, in this case, IRS compliance. A recent business valuation that we prepared had a number […].

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Can the World’s Least Profitable Carmaker Turnaround?

Andrew Stolz

Highlights: Restructuring is challenged by immense cost pressures. Pure play approach to ride EV momentum. Easing of supply constraints fosters revenue rebound. Download the full report as a PDF. Tata Motors’ revenue breakdown 2021. Restructuring is challenged by immense cost pressures. Tata has been loss-making for the past 3 years mainly due inefficiencies of its subsidiary Jaguar Land Rover.