Archives: Resources

Lower of Cost or Market (LCM)

What is Lower of Cost or Market (LCM) Lower of cost or market (LCM) is an inventory valuation method required for companies that follow U.S. GAAP. In the lower of cost or market inventory valuation method, as the name implies, inventory is valued at the lower of original cost or market value. Rationale Behind Lower…

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Bloomberg Functions List

Bloomberg Functions To be more productive, faster, and more efficient when performing financial analysis or research it’s important to be proficient at using the Bloomberg Terminal. That means knowing the most important Bloomberg functions. Whether you work in investment banking, equity research, or other areas of the capital markets, you’ll have to learn how to…

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Prospectus

What is a Prospectus? A prospectus is a legal disclosure document that provides information about an investment offering to the public, and that is required to be filed with the Securities and Exchange Commission (SEC) or local regulator. The prospectus contains information about the company, its management team, recent financial performance, and other related information…

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CapIQ

What is CapIQ? CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P).  The platform is widely used in many areas of corporate finance, including investment banking, equity research, asset management, and more. The Capital IQ platform provides research, data, and analysis on private and public companies to help…

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Public Company Filings

Where to Find Public Company Filings and Reports Public company filings are an important source of data and information for financial analysts.  Knowing where to find this information is a critical first step in performing financial analysis and financial modeling. This guide will outline the most common sources of public company filings. Company Investor Relations (IR)…

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U.S. Universities

Scholarship Details (U.S.) Apply for CFI’s biannual $500 tuition scholarships. These scholarships are available for US school students enrolled in an Associate, Bachelor, Master, or Doctorate program. Amount: $500 Deadline: March 31, 2022 and November 15, 2022 Level of Study: Associate, Bachelor, Master, or Doctorate Year of Study: All Years Number Available: 2 scholarships per year School of Study:…

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FX Rates – Currencies

FX Rates – Currencies The Table below has FX Rates for major Currencies, as compared to the USD. The USD is the most widely traded currency in the world, and is involved in over 81% of all forex trading. The USD is popularly referred to as the Greenback, due to its bill colour. * Updates every…

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What is MD&A?

What is the MD&A Section of a 10-K? The Management Discussions and Analysis (MD&A) is a section of the annual report or SEC filing 10-K that provides an overview of how the company performed in the prior period, its current financial condition, and management’s future projections and outlook. The Management Discussion and Analysis helps potential…

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SEC Filings

What are SEC filings? SEC filings are financial statements, periodic reports, and other formal documents that public companies, broker-dealers, and insiders are required to submit to the U.S. Securities and Exchange Commission (SEC). The SEC was created in the 1930s with the aim to curb stock manipulation and fraud that was taking place among companies….

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SPDR S&P 500 ETF (SPY)

What is the SPDR S&P 500 ETF (SPY)? The Standard and Poor Depositary Receipts (SPDR) S&P 500 ETF is an exchange-traded fund that tracks the S&P 500 stock market index. The SPDR S&P 500 ETF is listed on the New York Stock Exchange and trades under the ticker symbol SPY. The SPY’s price tracks the…

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