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In this video, you will learn about buy-side firms and analysts. #buyside #financialdeals #wallstreetmojo #sellside #buysideanalyst Chapters: 00:00 – Introduction 00:39 – What does buy-side mean? 01:50 – Buy-side analyst job description 02:35 – Requisite skills 02:56 – Example of buy-side advisor 04:19 – Limitations of buy-side 04:55 – Conclusion What does buy-side mean? Buy-side firms advise institutional investors that want to buy securities or invest in assets. Buy-side firms are like money managers and have to provide value to their clients by purchasing potentially underpriced assets. They may have some complicated and sophisticated strategies that give them the edge, and the buy-side analysts may research to develop strategies that can generate alpha. Examples of buy-side firms include Fidelity Funds, Vanguard Funds, T-Rowe Funds, etc. (Explained in detail in the video) Buy-side analyst job description Analysts are responsible for ensuring the firm gets high returns. So the first thing that they have to do is to track daily financial news. Then they must create financial models to determine whether a potential investment is worth it and gauge whether current investments are on track. Requisite skills Industry research Excel skills Pitchbook presentation Research report generation Client relationship management Successful deal closing Example of buy-side advisor Target identification Target assessment Valuation Structuring Letter of intent Closing stage Limitations of buy-side A buy side firm cannot get external investors involved in the deal. The buy side firm and analysts are prohibited from releasing any private recommendations. The firms cannot profit from brokerage, commissions, or transaction costs. Also, if there are any losses while buying the securities or any investment costs, the buy-side firm only has to cover those costs. This is all about the buy-side. Subscribe to the channel, give this video a like, and share it with others. ========================================================================== Subscribe to Our Channel – Youtube ► https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1 LinkedIn ► https://www.linkedin.com/company/wallstreetmojo/ Facebook ► https://www.facebook.com/wallstreetmojo Instagram ► https://www.instagram.com/wallstreetmojoofficial/ Twitter ► https://twitter.com/wallstreetmojo

A company can reduce days sales outstanding with: • Better credit approval • Better payment terms • Better billing • Better collection Better credit approval includes: • Accurately assessing customers’ credit risk • Establishing a sensible credit policy that is consistent with the company’s strategy and making that policy transparent • Setting a deadline by when credit decisions should be made • Periodically reviewing the credit approval process Better payment terms include: • Standardizing payment terms for all customers • Requiring upfront deposits or down payments • Offering incentives for early payment (or penalties for late payment) • Improving the customer-onboarding process Better billing includes: • Sending invoices quickly • Ensuring that invoices are accurate • Automating the billing process • Creating an online customer portal Better collection includes: • Enforcing payment terms • Creating an aging report • Training staff for collections • Improving the cash application process Alternative ways to accelerate cash collections include: • Factoring (selling receivables) • Collateralized borrowing • Securitizing the receivables — Edspira is the creation of Michael McLaughlin, an award-winning professor who went from teenage homelessness to a PhD. Edspira’s mission is to make a high-quality business education freely available to the world. — SUBSCRIBE FOR A FREE 53-PAGE GUIDE TO THE FINANCIAL STATEMENTS, PLUS: • A 23-PAGE GUIDE TO MANAGERIAL ACCOUNTING • A 44-PAGE GUIDE TO U.S. TAXATION • A 75-PAGE GUIDE TO FINANCIAL STATEMENT ANALYSIS • MANY MORE FREE PDF GUIDES AND SPREADSHEETS * http://eepurl.com/dIaa5z — SUPPORT EDSPIRA ON PATREON *https://www.patreon.com/prof_mclaughlin — GET CERTIFIED IN FINANCIAL STATEMENT ANALYSIS, IFRS 16, AND ASSET-LIABILITY MANAGEMENT * https://edspira.thinkific.com — LISTEN TO THE SCHEME PODCAST * Apple Podcasts: https://podcasts.apple.com/us/podcast/scheme/id1522352725 * Spotify: https://open.spotify.com/show/4WaNTqVFxISHlgcSWNT1kc * Website: https://www.edspira.com/podcast-2/ — GET TAX TIPS ON TIKTOK * https://www.tiktok.com/@prof_mclaughlin — ACCESS INDEX OF VIDEOS * https://www.edspira.com/index — CONNECT WITH EDSPIRA * Facebook: https://www.facebook.com/Edspira * Instagram: https://www.instagram.com/edspiradotcom * LinkedIn: https://www.linkedin.com/company/edspira — CONNECT WITH MICHAEL * Twitter: https://www.twitter.com/Prof_McLaughlin * LinkedIn: https://www.linkedin.com/in/prof-michael-mclaughlin — ABOUT EDSPIRA AND ITS CREATOR * https://www.edspira.com/about/ * https://michaelmclaughlin.com

#shorts #fpo #followonpublicoffering #wallstreetmojo What is an FPO? | MUST WATCH | WALLSTREETMOJO When a company wants to go public and raise capital from the general public, it has an IPO. But, if the company wants to raise more capital after the IPO, it would have an FPO. To know more about it, check out our youtube video. https://www.youtube.com/watch?v=VFcduU3mpGc&t=47s ========================================================================== Subscribe to Our Channel – Youtube ► https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1 LinkedIn ► https://www.linkedin.com/company/wallstreetmojo/ Facebook ► https://www.facebook.com/wallstreetmojo Instagram ► https://www.instagram.com/wallstreetmojoofficial/ Twitter ► https://twitter.com/wallstreetmojo

#shorts #dotcom #taxpayer #wallstreetmojo What was Taxpayer relief act, 1997? | MUST WATCH | WALLSTREETMOJO To know more about it, check out our youtube video. https://studio.youtube.com/video/83r20GsKrsI/edit?c=UChlNXSK2tC9SJ2Fhhb2kOUw https://studio.youtube.com/video/O4CiUr655i8/edit?c=UChlNXSK2tC9SJ2Fhhb2kOUw ========================================================================== Subscribe to Our Channel – Youtube ► https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1 LinkedIn ► https://www.linkedin.com/company/wallstreetmojo/ Facebook ► https://www.facebook.com/wallstreetmojo Instagram ► https://www.instagram.com/wallstreetmojoofficial/ Twitter ► https://twitter.com/wallstreetmojo

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In this video, you will learn about the buy and hold strategy. #buyandhold #investing #wallstreetmojo #warrenbuffet #financialmarkets Chapters: 00:00 – Introduction 00:37 – What is the buy and hold strategy? 01:26 – Examples 02:38 – Advantages 03:19 – Disadvantages 03:54 – Important points to note 04:45 – Conclusion What is the buy and hold strategy? The buy and hold strategy is a strategy in which investors buy or invest in assets for the long term, with no intentions of getting out of it in the short term. Such investors usually rely on fundamental analysis that includes factors like past performance, long term growth strategy, company management, etc. Buy and hold investors wouldn’t be affected by short-term market fluctuations, business cycles, or even inflation. Instead, they’d only focus on investing at the right price and staying invested for a long time. Examples We have taken an example in the video that will help you better understand the topic. So do check out the example section in the video. Advantages Since an investor using this strategy would buy the stock just once, overall, there are fewer transactions. Hence, brokerage, advisory fees, and commissions are low. Since investors hold their investments for the long term, the long term capital gains tax will apply to them, which is lower than short term capital gains tax. It is easy for investors to adopt this strategy as it requires stock selection just once and doesn’t require investors to constantly track stock prices. Disadvantages The buy and hold strategy will test an investor’s behavioral biases and emotions in case the prices fall. Hence, investors will need to have high risk tolerance as the buy and hold strategy is easy to implement but is hard to follow with discipline. Also, investors holding the stock for the long term, through thick and thin, don’t really have any limit on how much loss they would be willing to take. Important points to note Even though you’d invest and hold for the long term, you should take market fluctuations into consideration and not just ignore them altogether. Don’t think this strategy applies only to stocks or bonds. There are people that implement this strategy in real estate too. They’d buy properties and hold them for a long term without flipping them. A diversified portfolio is very important, even if you use the buy and hold strategy. This was all about the buy and hold strategy. Don’t forget to subscribe to the channel, like the video, and share it with others. ========================================================================== Subscribe to Our Channel – Youtube ► https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1 LinkedIn ► https://www.linkedin.com/company/wallstreetmojo/ Facebook ► https://www.facebook.com/wallstreetmojo Instagram ► https://www.instagram.com/wallstreetmojoofficial/ Twitter ► https://twitter.com/wallstreetmojo

There are several factors to consider when analyzing a company’s days sales outstanding. These include: • The company’s days sales outstanding relative to its industry • Trends in the company’s days sales outstanding over time • Caveats that can make days sales outstanding misleading A company might have a lower days sales outstanding than its competitors because: • The company has superior credit and collection policies (operational excellence) • The company is larger and is using its size to negotiate better credit terms (size advantage) • The company is pursuing a different strategy than its peers • The company is selling its receivables (factoring) When it comes to long-term trends, an increase in days sales outstanding could mean: • General economic conditions have deteriorated (e.g., there’s a recession) • One or more of the company’s main customers is experiencing financial difficulties • The company has relaxed its credit policy to attract new, less creditworthy customers • The company discontinued a policy of selling its receivables • The company is engaging in aggressive revenue recognition Finally, there are some caveats to bear in mind when analyzing days sales outstanding: • First, if you’re using quarterly data, make sure to use year-over-year comparisons instead of quarter-over-quarter comparisons if the company’s business is seasonal • Second, companies sometimes change the way they calculate sales or accounts receivable, which can distort days sales outstanding. So be on the lookout for that • Third, slow collection of some credit sales might be masked by fast collection of other credit sales • Fourth, companies can almost always benefit from a lower days sales outstanding. But it’s possible for days sales outstanding to be too low if the company is overly strict about granting credit and thus missing out on sales 0:00 Introduction 0:16 Industry factors 3:20 Analyzing trends 7:26 Caveats — Edspira is the creation of Michael McLaughlin, an award-winning professor who went from teenage homelessness to a PhD. Edspira’s mission is to make a high-quality business education freely available to the world. — SUBSCRIBE FOR A FREE 53-PAGE GUIDE TO THE FINANCIAL STATEMENTS, PLUS: • A 23-PAGE GUIDE TO MANAGERIAL ACCOUNTING • A 44-PAGE GUIDE TO U.S. TAXATION • A 75-PAGE GUIDE TO FINANCIAL STATEMENT ANALYSIS • MANY MORE FREE PDF GUIDES AND SPREADSHEETS * http://eepurl.com/dIaa5z — SUPPORT EDSPIRA ON PATREON *https://www.patreon.com/prof_mclaughlin — GET CERTIFIED IN FINANCIAL STATEMENT ANALYSIS, IFRS 16, AND ASSET-LIABILITY MANAGEMENT * https://edspira.thinkific.com — LISTEN TO THE SCHEME PODCAST * Apple Podcasts: https://podcasts.apple.com/us/podcast/scheme/id1522352725 * Spotify: https://open.spotify.com/show/4WaNTqVFxISHlgcSWNT1kc * Website: https://www.edspira.com/podcast-2/ — GET TAX TIPS ON TIKTOK * https://www.tiktok.com/@prof_mclaughlin — ACCESS INDEX OF VIDEOS * https://www.edspira.com/index — CONNECT WITH EDSPIRA * Facebook: https://www.facebook.com/Edspira * Instagram: https://www.instagram.com/edspiradotcom * LinkedIn: https://www.linkedin.com/company/edspira — CONNECT WITH MICHAEL * Twitter: https://www.twitter.com/Prof_McLaughlin * LinkedIn: https://www.linkedin.com/in/prof-michael-mclaughlin — ABOUT EDSPIRA AND ITS CREATOR * https://www.edspira.com/about/ * https://michaelmclaughlin.com

In this video we will take a Trial Balance and turn into a Balance Sheet. Download the Excel file shown in the video: https://thefincontroller.com/p/turn-trial-balance-to-balance-sheet Get 30% discount on the Controller Academy 🚀 : https://thefincontroller.com/p/controller-academy?coupon_code=30OFFCOURSE&product_id=4244216 (link includes discount, but the promo code is ‘30offcourse’) Join me on Patreon and ask me your questions: https://www.patreon.com/TheFinController —————————— My other best selling courses: 🔥Take 30% off when you enroll in my online course “Night Before the Accounting Interview Guide” including All Levels Q&A🔥: https://thefincontroller.com/p/the-night-before-your-accounting-interview-course-for-all-levels?coupon_code=30OFFCOURSE 📈Get My “Controller KPI Dashboard” (Excel + Course) with the most important P&L and Balance Sheet KPIs: ​https://thefincontroller.com/p/controller-kpi-dashboard-one-kpi-dashboard-to-run-a-business​ ——————————————————————— Hang Out with me on social media: 📸 https://www.instagram.com/the_financial_controller/ 📱https://www.tiktok.com/@thefinancialcontroller 🙋🏼‍♂️https://www.facebook.com/groups/780732429036886/?source_id=101273467885666 DISCLAIMER: Links included in this description might be affiliate links. If you happen to purchase a product or service with the links that I provide I may receive a small commission. There is no additional charge to you! Thank you for supporting my channel so I can continue to provide you with free content each week! All views expressed on my channel are mine alone. Not intended as financial or professional advice