thefatlefttail.blogspot.com
The Fat Left Tail: October 2011
http://thefatlefttail.blogspot.com/2011_10_01_archive.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Friday, October 28, 2011. Company Overview Components - Oil and Gas. It's one of the first tasks you learn on the job, and even when your engaged on something live many analysts will roll out one or two snapshots a week. Although an actual template doesn't add much value, I think discussing what the most important topics in oil and gas does - and that's exactly what the overview is supposed to do. Bank of New York.
thefatlefttail.blogspot.com
The Fat Left Tail: CFA Level II Formulas, Hardest to Remember
http://thefatlefttail.blogspot.com/2011/05/cfa-level-ii-formulas-hardest-to.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Wednesday, May 11, 2011. CFA Level II Formulas, Hardest to Remember. Shorthand, top to bottom:. Rxnew=The Xdate yield that is now known at time t. Repeat first operation for all time periods until last (k) time period. RM=Market Risk Premium, not to be confused with Rm which is market return. This is a academic notation standard that is very important to catch before you start writing corporate finance exams. A Com...
thefatlefttail.blogspot.com
The Fat Left Tail: September 2011
http://thefatlefttail.blogspot.com/2011_09_01_archive.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Sunday, September 18, 2011. Valuation practices in a Natural Resources Coverage Group. It has been interesting to see the similarities and differences between classroom methodology and industry practices when valuing oil and gas companies. Here are some key differences. The comparable universe works much like it did in class, just the multiples are different. EV over reserves (1P, 2P, 2P 2C),. Acreage, and producti...
thefatlefttail.blogspot.com
The Fat Left Tail: A simple merger analysis and the MVBS method of discount rates
http://thefatlefttail.blogspot.com/2011/05/simple-merger-analysis-and-mvbs-method.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Sunday, May 15, 2011. A simple merger analysis and the MVBS method of discount rates. There is little less inspiring than studying foreign exchange finance that has managed to permeate the economics, derivatives, accounting, and equity sections of the CFA 2 exam, so a road map to M&A transactions and firm valuation with excess cash sounds like the perfect distraction. What's in the title? What's a firm worth? I rec...
thefatlefttail.blogspot.com
The Fat Left Tail: February 2011
http://thefatlefttail.blogspot.com/2011_02_01_archive.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Saturday, February 12, 2011. MSF Class Quality, Simon Graduate School of Business, University of Rochester. All ranks are out of 5. Content - Is the content itself interesting and at a masters level of comprehension. Pace - How fast do you move through the material. Real World Applicability - How likely will this class prepare you for your interviews and job. Workload - Is it a 7 day a week grind? This course is a ...
thefatlefttail.blogspot.com
The Fat Left Tail: April 2011
http://thefatlefttail.blogspot.com/2011_04_01_archive.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Saturday, April 16, 2011. CFA 2, Business Combinations Mindmap. I'm never sure why, but accounting seems to always take the longest to absorb. Here is a the business combinations chapter in one slide. The only thing not included is goodwill impairment, and for that all you have to remember is IFRS takes the Recoverable Amount from the cash generating unit (IF R. Subscribe to: Posts (Atom). The School Bell Rings!
thefatlefttail.blogspot.com
The Fat Left Tail: July 2011
http://thefatlefttail.blogspot.com/2011_07_01_archive.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Saturday, July 16, 2011. What is Analyst Investment Banking Training Like? Many banks have stretched the net of who's included to global or nearly global. Having the Americas and APAC train in NYC and EMEA train in London is common but some bring everyone to the NYC headquarters. Analysts coming from APAC may have already worked several months because the school cycle is so different. What is it like? Bond bubble- ...
thefatlefttail.blogspot.com
The Fat Left Tail: November 2010
http://thefatlefttail.blogspot.com/2010_11_01_archive.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Tuesday, November 30, 2010. Wikileaks - for good or evil? I have eagerly followed Julian Assange and his organization Wikileaks for about the last year, and this last week has been full of debate on the man and his mission. First off the guy is actually really fascinating. I found an old blog. He wrote that talks about a lot of his motivations. Along with a couple interviews ( here is a good one. This said Assange ...
thefatlefttail.blogspot.com
The Fat Left Tail: Company Overview Components - Oil & Gas
http://thefatlefttail.blogspot.com/2011/10/company-overview-components-oil-gas.html
The Fat Left Tail. A post-as-motivated blog about finance, current events, and good times. Friday, October 28, 2011. Company Overview Components - Oil and Gas. It's one of the first tasks you learn on the job, and even when your engaged on something live many analysts will roll out one or two snapshots a week. Although an actual template doesn't add much value, I think discussing what the most important topics in oil and gas does - and that's exactly what the overview is supposed to do. Hyperbole and a H...