Andrew Stolz

MARCH 22, 2020

James is responsible for flow and fund management businesses and has 6 years of trading experience. You need to be able to communicate your ideas. Have a good trading mindset to stay persistent in your trade and to have conviction in your trade. Trade is not just about numbers it’s an art as well.

Finance 52

Finance 52

Viking Mergers

SEPTEMBER 12, 2022

Kyle’s experience translates across a wide range of industries, but he is particularly experienced working with folks in manufacturing, skill trades, and engineering support. Like all of our advisors across the southeast, the Viking business advisors in Knoxville, TN, are experienced professionals who are here for the long term.

Start-ups 130

Start-ups B2B Business Valuation Marketability 130

Brian DeChesare

MARCH 8, 2023

But a few related areas, such as commodity desks at banks, commodity trading advisors (CTAs), and physical commodity trading shops could put up a good fight for that “most cyclical” title. We should also step back and define “commodities” and “commodity trading” since they’re massive areas.

Finance 104

Finance Start-ups Banking Alpha 104

Sun M&A

MARCH 14, 2024

They calculate their business value based on how long it took to establish the business and their “sweat equity.” These inflated ideas of value can jeopardize a sale, as the owner asks for a much higher value than their company’s worth and doesn’t find a buyer.

Start-ups 52

Start-ups Compliance Banking Marketability 52

Reynolds Holding

APRIL 3, 2024

Its capital implications keep out of the business many banks and broker-dealers that have long years of custody experience. [6] New product ideas? Second, if you want to present a novel idea, conduct a preliminary high level legal analysis before meeting with the staff. SAB 121 arguably does not protect investors.

Start-ups 45

Start-ups Banking Marketability Compliance 45

Reynolds Holding

NOVEMBER 28, 2022

Treasury, SEC, CFTC, and CFPB appear set on regulating the crypto trading system (traded coins and associated marketplaces, exchanges, brokerages, lending, staking, derivatives, intermediaries, and enablers) as part of the traditional financial services system. So why isn’t the crypto trading market finance?

Finance 145

Finance Banking Marketability Treasury 145

Reynolds Holding

MARCH 5, 2024

The SEC made no mention of cryptoassets in its 2022 rulemaking proposal to expand its reach over exchange-like alternative trading systems (ATSs), and it did not object to Coinbase’s 2021 initial public offering. Disclosure rules comparable to the Securities Act of 1933 might still apply to promoters raising capital in initial coin offerings.

Marketability 59

Marketability Finance Compliance Equity 59

Reynolds Holding

AUGUST 30, 2022

Due to the ease of investing through commission-free trading apps and the ability to purchase fractional shares, a broader segment of the population is beginning to partake in direct investing. Since 2020, new retail investors have flooded the securities markets, opening a record number of new brokerage accounts.

Marketability 97

Marketability 97

Reynolds Holding

FEBRUARY 12, 2023

This is based on the idea that any shareholder, in theory, can take advantage of the greater voting rights – double those of ordinary shareholders – by simply retaining the securities for long enough. In most European countries, it is much easier to introduce such a structure than other unequal arrangements.

Dividends 49

Dividends Technology 49

Scott Mashuda

OCTOBER 13, 2021

Long-runs that were once more cost effective to offshore may now be produced closer to home. Tax policy, tariffs and new trade agreements have thrown a wrench in offshore medical device design and production. However, when a product takes off, long-runs are often produced off-shore due to cost efficiencies.

Marketability 52

Marketability 52

Audit Board

FEBRUARY 15, 2023

Change Agents Thrive on Challenge and Learning New Things Richard Chambers: I’ve known you for a long time, Kiko, and I’ve been so impressed by how agile you’ve been with your own career. In the ones that you’ve served with, how have your board and management received the idea that internal audit can be change agents? It’s been great.

Start-ups 52

Start-ups Technology 52

Musings on Markets

DECEMBER 10, 2021

To answer the question, I looked at two institutions, one academic and one practice-oriented, that are deeply invested in that idea, and spend considerable time advancing it. The Mythology of the Great CEO Are there a set of qualities that make for a great CEO?

Start-ups 83

Start-ups Marketability Technology Market Capitalization 83

Benzinga

MAY 23, 2022

Diamondback Energy (FANG) was the spotlight idea for our October 2021 Special Situations Newsletter, after the company announced a large $2 billion share buyback, that represented nearly 14% of the company's market cap at the time of announcement.

Private Equity Firm 52

Private Equity Firm Dividends Equity Banking 52

Simply Treasury

JUNE 15, 2020

The idea is to ask: what could have been done better to be more resilient, more efficient, better in supporting operations, to be more “liquid”, more alert, more agile, etc.? All treasurers I talked to have plenty ideas to make things more efficient. The list is too long to be disclosed. Long is the road… ».

Treasury 52

Treasury Finance Banking 52

Brian DeChesare

JULY 20, 2022

If we go back only one year and look at performance from mid-2021 to mid-2022, De-SPAC deals have performed about the same as VC-backed IPOs (down almost 60%): Over the long term, post-merger SPACs have performed worse than IPOs, but the main reason is that SPACs never got the “pop” that many IPOs did in the 2020 – 2021 period.

Start-ups 52

Start-ups Marketability Equity 52

Andrew Stolz

JANUARY 19, 2022

Divestiture helps to boost profitability over the long run. Divestiture helps to boost profitability over the long run. Long-term share price performance potential. My long-term assumptions are relatively optimistic with regards to maintaining high profitability. Stock trades in line with industry multiples.

Intangible Assets 52

Intangible Assets EBIT Market Risk Technology 52

Reynolds Holding

AUGUST 16, 2022

The discovery of it left many to wonder how such a practice could spread undetected so widely, for so long. The APB 25 revision of the 1972 accounting rules allowed companies to not report stock options issued to executives as an expense if the option matched the company’s trading price. tax and accounting codes.

64

64

ThomsonReuters

OCTOBER 20, 2021

The global trade landscape is always in a state of flux. Trade regulations, geopolitics, free trade agreements, sourcing trends, and even the latest WCO 2022 tariff schedule update all add to the complexity of trade compliance. Global trade trend #3: CBP’s 21 st -Century Customs Framework ushers in a new era of trade.

Compliance 52

Compliance Technology Treasury 52

Brian DeChesare

JANUARY 31, 2024

Depending on your personality, skill set, and long-term goals, these single-manager funds or “hybrid funds” could be perfect or far from ideal: What Are Single-Manager Hedge Funds? Internal meetings where you discuss new ideas and your current positions with the rest of the team. 10 – 15 positions rather than 100+).

Start-ups 59

Start-ups Equity Marketability Banking 59

Equidam

JULY 14, 2022

On the buy-side, the companies that invest in VC funds generally have their shares traded on an exchange or are a pension or mutual fund, which see the value of their holdings diminish significantly due to lower share prices. Already under pressure from shareholders, public companies will withhold long-term bets on the startup sector.

Marketability 80

Marketability Start-ups Venture Capital Fund Alpha 80

Reynolds Holding

DECEMBER 3, 2023

The DFA required all publicly traded banks with at least $10 billion of consolidated assets to have a risk committee consisting of members from the board of directors. 1] All publicly traded banks with assets ≥ $50 billion had to additionally designate an executive as the CRO by January 1, 2015.

Banking 52

Banking Start-ups Finance Compliance 52

Reynolds Holding

JANUARY 25, 2023

Blaszczak [1] has long been a one-off case that did not fit the mold of the traditional insider trading prosecution, but now — following a 2-1 decision of the Second Circuit in December, reversing most of the convictions in the case — it may destabilize the law on insider trading for some time to come.

Dividends 59

Dividends 59

Appraisal Rights

JULY 27, 2017

As we have previously covered , Delaware has been considering whether to allow Delaware corporations (with Delaware being the site of the vast majority of appraisal litigation) to use blockchain platforms to issue and trade shares. Blockchain is a concept of distributed ledger, as opposed to the centralized ledger system of DTCC.

Appraisal 52

Appraisal Equity Marketability Technology 52

Brian DeChesare

MAY 24, 2023

You could even say that a long-only fund that invests in undervalued companies based on their earnings announcements is “event-driven.” I’ll do a deep dive into the entire space in this article, including the top funds, example trades, recruiting, exit opportunities, and more. revenue and 11.5x

Equity 64

Equity Start-ups EBITDA Banking 64

Musings on Markets

DECEMBER 21, 2022

I know that I will make mistakes, but as long as I keep an open door and correct my mistakes, I think that students will cut me some slack. Have empathy : It has been a long time since I was a student in a classroom, but I try to keep my memory fresh by remembering the things I disliked in my classes and trying not to repeat them.

Corporate Finance 89

Corporate Finance Finance Start-ups Marketability 89

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. Over the last decade, some of private equity’s biggest players have invested well over $1.1

Market Capitalization 82

Market Capitalization Enterprise Value Start-ups Marketability 82

Brian DeChesare

AUGUST 2, 2023

Example #1: How to Write 1 Page When 2 Sentences Would Do Here’s a long email from a student that is obviously AI-generated. This is a terrible idea that will yield almost no responses. Quant finance , prop trading , or certain types of hedge funds might be a better fit for you. ChatGPT for Email: What Next?

Banking 52

Banking Finance Start-ups Equity 52

Appraiser Newsroom

JULY 9, 2023

Both formats allow you to explore the latest ideas, trends and best practices and interact and engage with fellow professionals. Mason has assisted ASA appraisers, as well as appraisers from many other associations, with jadeite identification and evaluation for decades, and is a frequent jadeite lecturer to the jewelry trade.

Appraisal 40

Appraisal Business Valuation Marketability Technology 40

Benzinga

APRIL 15, 2024

Cisco Systems Inc (NASDAQ: CSCO ) is among the many beneficiaries of the artificial intelligence (AI) trend. The stock has underperformed the market over the last 12 months mainly due to weakness in Networking.

Marketability 59

Marketability 59

Cooley M&A

JULY 28, 2022

In transactions where there is a gap between signing and closing, sellers also typically agree to additional protections for the buyer in the form of restrictions in its conduct of the business during the pre-closing period, such as requiring the buyer’s consent before agreeing to large long-term contracts, purchasing large fixed assets, etc.

Equity 59

Equity Dividends Banking Finance 59

Benzinga

APRIL 9, 2024

On CNBC’s "Mad Money Lightning Round," Jim Cramer said he prefers Abbott Laboratories (NYSE: ABT ) over Penumbra, Inc. NYSE: PEN ). "I still fear it after the environmental damage. I am concerned that you can’t really put a price on it," Cramer said when asked about Hawaiian Electric Industries, Inc. NYSE: HE ).

Marketability 59

Marketability 59

Musings on Markets

JANUARY 29, 2021

I don't have an axe to grind in this fight, since I don't own GameStop or care much about hedge funds, but I am interested in how this episode will affect overall markets and whether I need to change the ways in which I invest and trade. Short squeezes have a long history on Wall Street.

Start-ups 52

Start-ups Marketability Banking Finance 52

Brian DeChesare

APRIL 13, 2022

They all think they can make a fortune buying and selling stocks; in other words, they’re fans of the long/short equity strategy. When the average person thinks of hedge funds, long/short equity is often the first thing that comes to mind. Probably 90% of hedge fund stock pitches use long/short equity or related strategies.

Equity 86

Equity Start-ups Banking Marketability 86

Reynolds Holding

JULY 26, 2023

These conflicting preferences create a trade-off between risky (but potentially value-maximizing) projects and regulatory intervention. We construct a novel dataset of PfP using the compensation disclosures of all publicly traded bank holding companies (BHCs) in Def 14A filings.

Banking 52

Banking Equity Net Present Value Systematic Risk 52

Reynolds Holding

JANUARY 12, 2023

Use careful stakeholder research and long-term strategy to diverge. For example, ALLRIOT is a liberal-themed clothing brand positioned as “the RED PILL that lifts apathy and challenges stale ideas” [1] whereas Let’s Go Brandon is a New England based chain of stores that sells conservative-themed merchandise. e.g., Hobby Lobby.

Banking 59

Banking Equity 59

Musings on Markets

NOVEMBER 10, 2022

Financing expenses are expenses associated with the use of non-equity financing, and in most firms, it takes the form of interest expenses on debt, short term and long term. In sum, though, capitalizing R&D and the Metaverse investments is a good idea, whether you are an optimist or pessimist about the company.

Finance 74

Finance Start-ups Equity Equity Financing 74

Musings on Markets

JANUARY 11, 2024

Continuing an annual ritual of long standing, ahead of starting my spring teaching at NYU starting in a couple of weeks, I would like to invite you, if you are interested, to come along for the ride.

Corporate Finance 128

Corporate Finance Finance Start-ups Dividends 128