Value Investing Accounting issues: For a company like Tesla, with a very large negative working capital, how can one even calculate gross margins? |
- Accounting issues: For a company like Tesla, with a very large negative working capital, how can one even calculate gross margins?
- Factors from Scratch: A Look Back, and Forward, at How, When, and Why Factors Work
- The Psychology of Money
- Except curve fitting, what else can make financial analyst or economist developing a model?
- What makes an analyst/intern the most effective or useful in the buyside?
- SKAGEN - "Five Things You Didn't Know About Value Investing" New Year Conference 2012
| Posted: 03 Jun 2018 04:01 PM PDT Does the cost of revenue in the statement of operations from the 10-Q equate exactly to the cost of of the cars that were delivered in the quarter? Does it not simply refer to the amount that was paid for a whole host of supplies and expenses? I don't understand how it could equate exactly to the costs for the cars delivered because that cost of revenue is the same term that is used in the cash flow statement (and which is deducted from the balance sheet, excluding deprec./amort. etc). Regarding my title question, if they have substantial negative working capital, does it not imply that some items (e.g., cars) are being sold without the materials being fully paid for, inflating gross margins in the current term at the expense of gross margins in later terms? Any insight into this topic would be appreciated. Struggling to wrap my head around how cash conversion cycles actually work and relate to margins.. [link] [comments]  |
| Factors from Scratch: A Look Back, and Forward, at How, When, and Why Factors Work Posted: 03 Jun 2018 08:36 AM PDT |
| Posted: 03 Jun 2018 01:39 PM PDT |
| Except curve fitting, what else can make financial analyst or economist developing a model? Posted: 03 Jun 2018 11:18 PM PDT Note: I am a total beginner on the field, please excuse my incompetence and demand some sort of explanation for my concern. Except curve fitting, data fitting or use statistics inference/probability simulation(all of above are computer methods), what else can make financial analyst or economist developing a model without derive the equation manually? A lot of textbooks seems to assume that some vague equations is hold true... not only this, there are equation that seems to not be able to tackle theoretically, so as a follow up question, is it practical for analysts to manually derived model without the computer? [link] [comments]  |
| What makes an analyst/intern the most effective or useful in the buyside? Posted: 03 Jun 2018 03:55 PM PDT Hello, I will be starting an internship at a L/S equity hedge fund next week (similar responsibilities as a FT research analyst) and wondering if anyone can comment on some areas that they found to make or break an entry level analyst on this job. Specifically, what things have you noticed that make analysts or interns stand out among others / provide value to the firm? Still being an undergrad student, I know of the rarity of this type of opportunity so I really wish to take full advantage of it and learn as much as possible. As SA season is coming up, I hope this thread can provide value to other students as well. Any general advice would be greatly appreciated. Thanks. [link] [comments]  |
| SKAGEN - "Five Things You Didn't Know About Value Investing" New Year Conference 2012 Posted: 03 Jun 2018 04:26 PM PDT |
| You are subscribed to email updates from Value Investing. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment