Practical analysis for investment professionals

financial analysis


Accelerated Share Repurchases (ASRs): Managing EPS?

Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.

Franchise Quality Score: A Metric for Intangibles

Ever-increasing investments in intangible assets by firms are rendering old stock valuation models obsolete and demonstrate the need for new valuation frameworks. That's where the Franchise Quality Score comes in.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.

The Myth of Volatility Drag (Part 2)

Should we banish "volatility drag" from our vocabularies?

Private Equity Funds: Leverage and Performance Evaluation

Leverage is pervasive in today’s private equity markets. Antonella Puca, CFA, CIPM, CPA, explores how private equity funds apply it and how investors should approach it.

Top Five Articles from June: Kahneman, India, the Kelly Criterion Reevaluated

Is loss aversion overstated? What fueled Portugal's recent economic recovery? These were among the topics covered in the leading Enterprising Investor posts from June.

You May Beat an Algorithm Today. What about Tomorrow?

Innovation has cumulative effects, and after more than 50 years of Moore's law and numerous other advances, algorithmic decision making fits too tightly into investment processes to be ignored.

The Kelly Criterion: You Don’t Know the Half of It

Much of what you think you know about the Kelly criterion is wrong, writes Alon Bochman, CFA.

Inflating Equity: Inflation’s Impact on Financial Statements and ROE

Inflation distorts a company’s income statement in three distinct ways, writes Gaurang Trivedi, CFA.

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.



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