Value Investing Benjamin Graham Papers |
- Benjamin Graham Papers
- Energy companies emerging out of bankruptcy?
- Questions on Debt and Capitalization
- Masters in Business - Francis Greenburger Discusses Real-Estate Development
- Backtesting programs
- The Design of Financial Statements
| Posted: 29 Dec 2018 09:49 AM PST |
| Energy companies emerging out of bankruptcy? Posted: 30 Dec 2018 02:29 AM PST Not an energy investor by background but I'd like to dig a bit into this space and see if there's a good restructuring story to pick up. Would appreciate any pointers please. [link] [comments]  |
| Questions on Debt and Capitalization Posted: 29 Dec 2018 12:51 PM PST How do investors think about a company's capitalization structure? Obviously they look at it on a stand alone basis and on a relative basis to peers but what exactly can you extract from cap structure information? What are some of the questions investors ask when looking at cap structure? Suppose I'm looking at WEX Inc. (NYSE:WEX). The Company has a LTM Debt/EBITDA ratio of ~4.4x, compared to Global Payments Inc. (NYSE:GPN) at ~4.3x, and First Data at 5.9x. From a capitalization perspective, do investors think along the lines of "WEX and Global Payments can lever up closer to 6.0x and use those proceeds to invest in growth opportunities (organic or inorganic)" or do they think "First Data is a much riskier investment due to significant higher leverage compared to WEX and Global Payments"? Also, how do investors think about debt maturities and best capital structures for businesses? Is the ability to refinance existing debt when it matures all they care about or is there more? [link] [comments]  |
| Masters in Business - Francis Greenburger Discusses Real-Estate Development Posted: 29 Dec 2018 04:51 AM PST |
| Posted: 29 Dec 2018 04:08 PM PST I have not backtested anything before and would like to learn, to improve strategies. What are some good resources or programs to start learning on? [link] [comments]  |
| The Design of Financial Statements Posted: 29 Dec 2018 04:48 AM PST |
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