Analysis & Valuation Tools

Early one April I sat down for lunch with a mutual‑fund salesman whose job description, unofficially, was to radiate certainty. Over espresso he glanced at the weak sunshine and declared, “I am sure, winter is done—mark my words. Spring is here now.” Two days later the temperature plunged,

Imagine you’re trying to understand the value of a company—like, really understand it, not just check its stock ticker, P/E ratio, or watch some heads talking on YouTube. You want to dig deep, figure out why this company is (or isn’t) worth your hard-earned cash. In

How executive pay structures shape incentives, drive performance — and sometimes wreck companies

Let’s talk about price targets. You know, those neat little numbers analysts put out to tell you where a stock should be trading in 12 months. “Buy this stock, our price target is 180!” sounds exciting, right? Until you realize these targets are about as meaningful as trying to

EV/EBITDA is one of those ratios you see everywhere in the investing world—and for good reason. It helps you compare a company’s operating performance against its overall valuation, taking into account not just the equity but the debt as well. It can be a real breath of

In investing, assessing the quality of a company’s balance sheet is essential for long-term success. Yet, many investors overlook this fundamental aspect, focusing instead solely on growth or profitability metrics. Balance sheet quality is crucial because it determines a company’s resilience during economic downturns and its ability to