Practical analysis for investment professionals

Financial Statement Analysis


Earnings Estimates and Investment Decision Making

Earlier this week we polled CFA Institute Financial Newsbrief readers, asking, “To what degree do earnings estimates factor into your investment decision making?”

XBRL Will Change Your Research Analyst Life

XBRL promises to change your life as a research analyst and the founders of Calcbench tell you how.

The Top Five Accounting Mistakes Analysts Make

Shocking as it may seem, most research analysts and investors still commit elementary accounting errors when analyzing financial statements. Here are some of the more common mistakes.

Skills That Separate You as an Investment Manager: Curiosity

Curiosity is one of the critical skills leading to investment management success.

Skills That Separate You as an Investment Manager: Context Creation

Creating your own context is essential to understanding the world around you. If you understand the world, then your chances for investment success are much higher.

Book Review: The Value Proposition

The book is an informative guide for those striving to gain a deeper understanding of and improve their skills in value investing. Its themes include adapting to changing market conditions, defining and calculating intrinsic value, and constructing and rebalancing portfolios.

Skills That Separate You as an Investment Manager: Scaling

An overlooked skill that separates you from other analysts is the ability to use a multitude of scales to lead to deeper understanding of an investment.

How to Read between the Lines of Asian Financial Statements

In this only book of its kind, two trained accountants and seasoned analysts illustrated a disciplined approach to identify accounting irregularities using actual examples of Asian companies.

How to Move ESG from Philosophy to Alpha Generator

Many investors are incorporating environmental, social, and governance (ESG) factors into their equity analysis as a source of alpha.

The US Public Pension Funding Crisis (Online Forum)

In the United States, state and local governments’ defined benefit pension plans are underfunded by more than $4 trillion, threatening the financial security of approximately 8 million retirees and 14 million workers, and taking a fiscal toll on states and municipalities.



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