Musings on Markets

JANUARY 10, 2025

For the last four decades, I have spent the first week of each year collecting and analyzing data on publicly traded companies and sharing what I find with anyone who is interested. I have written about how mean reversion is at the heart of many active investing strategies , and why assuming that history will repeat can be a mistake.

Corporate Finance 119

Corporate Finance Valuation Finance Numbers 119

The Charity CFO

OCTOBER 9, 2024

Let’s explore why these two systems will likely never fully integrate by considering their separate purposes and data requirements. Accounting rules suggest (and your auditors would require) that this gift be made in writing. The verbal pledge does not meet accounting standards, so it should not be included in your accounting database.

Accounting 52

Accounting GAAP Nonprofit Accounting Principles 52

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. Data Management and Systems: FP&A analysts are responsible for managing financial data and ensuring data integrity.

Financial Planning and Analysis (FP&A) 52

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

Musings on Markets

JANUARY 5, 2024

In pursuit of an answer to that question, I used company-specific data from Value Line, one of the earliest entrants into the investment data business, to compute an industry average. Return on (invested) capital 2. Excess Returns on investments 4. Dividends and Potential Dividends (FCFE) 1. Buybacks 2.

Valuation 105

Valuation Financial Analysis Analyzing Data Profit and Loss 105