Reverse Engineering Deals on Wall Street with Microsoft Excel

Reverse Engineering Deals on Wall Street with Microsoft Excel
Author: Keith A. Allman
Publisher: John Wiley & Sons
Total Pages: 276
Release: 2008-12-11
Genre: Business & Economics
ISBN: 0470472154

A serious source of information for those looking to reverse engineer business deals It’s clear from the current turbulence on Wall Street that the inner workings of its most complex transactions are poorly understood. Wall Street deals parse risk using intricate legal terminology that is difficult to translate into an analytical model. Reverse Engineering Deals on Wall Street: A Step-By-Step Guide takes readers through a detailed methodology of deconstructing the public deal documentation of a modern Wall Street transaction and applying the deconstructed elements to create a fully dynamic model that can be used for risk and investment analysis. Appropriate for the current market climate, an actual residential mortgage backed security (RMBS) transaction is taken from prospectus to model by the end of the book. Step by step, Allman walks the reader through the reversing process with textual excerpts from the prospectus and discussions on how it directly transfers to a model. Each chapter begins with a discussion of concepts with exact references to an example prospectus, followed by a section called "Model Builder," in which Allman translates the theory into a fully functioning model for the example deal. Also included is valuable VBA code and detailed explanation that shows proper valuation methods including loan level amortization and full trigger modeling. Aside from investment analysis this text can help anyone who wants to keep track of the competition, learn from others public transactions, or set up a system to audit one’s own models. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Soldier of Fortune 500

Soldier of Fortune 500
Author: Steve Romaine
Publisher: Prometheus Books
Total Pages: 498
Release: 2002-08
Genre: Business & Economics
ISBN: 1615927824

At last, a book that, with honesty and humor, reveals the consultant's hidden playbook. A top-level consultant who came back in from the cold to become a corporate executive with one of the top U.S. banks, Romaine chronicles the behind-the-scenes deal making among executives, consultants, and third-party outsourcers that typifies all too many of today's corporations. . . . Romaine also presents sound recommendations that can help responsible managers and consultants survive and win. - M. A. Turin, Former IBM Group Director for International Technical Support, Vice President of Gartner Group, President of Turin Associates. . . intriguing and very relevant, particularly in light of Enron. - Ralph NaderEven if you're not in business, it's an interesting story, and worth the read. - ForewordFinally, the real story about corporate America with its increased reliance on consultants. Since the 1990s, consulting solutions have become the de facto standard for solving business problems and providing cover for corporate decision makers. This is not the typical CEO whitewash, or business management primer. Steve Romaine offers a view never before shared with management or stockholders as he takes a hired gun's journey beginning at the outside looking in, and ending at the pinnacle of a corporation's power.Based on his experience of working for IBM, his later role as a self-employed consultant, and finally his responsibilities as senior vice president for NationsBank, Romaine makes it clear that the issues leading to the collapse of Enron were not isolated events. Soldier of Fortune 500 explores corporate cronyism between executives and their consultants, and builds a convincing case of how, without the proper safeguards, such cozy relationships can lead to pervasive problems, placing stockholders, employees, and the future viability of the American corporation at risk.This book is a must read for corporate managers, employees, and anyone involved with the consulting business.Steve Romaine (Fairfield, CT), now an independent consultant, has held high-level consulting and managerial positions with KPMG Consulting, The Monitor Company, NationsBank, Informed Technology Decisions, and IBM.

Corporate Valuation Modeling

Corporate Valuation Modeling
Author: Keith A. Allman
Publisher: John Wiley & Sons
Total Pages: 389
Release: 2010-01-21
Genre: Business & Economics
ISBN: 0470579374

A critical guide to corporate valuation modeling Valuation is at the heart of everything that Wall Street does. Every day, millions of transactions to purchase or sell companies take place based on prices created by the activities of all market participants. In this book, author Keith Allman provides you with a core model to value companies. Corporate Valuation Modeling takes you step-by-step through the process of creating a powerful corporate valuation model. Each chapter skillfully discusses the theory of the concept, followed by Model Builder instructions that inform you of every step necessary to create the template model. Many chapters also include a validation section that shows techniques and implementations that you can employ to make sure the model is working properly. Walks you through the full process of constructing a fully dynamic corporate valuation model A Tool Box section at the end of each chapter assists readers who may be less skilled in Excel techniques and functions Complete with a companion CD-ROM that contains constructed models, this book is an essential guide to understanding the intricacies of corporate valuation modeling. Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

The Frog

The Frog
Author: Sally Tagholm
Publisher:
Total Pages: 0
Release: 2003-06-20
Genre: Juvenile Nonfiction
ISBN: 075345601X

Describes the life cycle of frogs, discussing how they are born, develop, feed, play, and breed.

Effective Data Visualization

Effective Data Visualization
Author: Stephanie D. H. Evergreen
Publisher: SAGE Publications
Total Pages: 581
Release: 2019-04-03
Genre: Social Science
ISBN: 1544350872

NOW IN FULL COLOR! Written by sought-after speaker, designer, and researcher Stephanie D. H. Evergreen, Effective Data Visualization shows readers how to create Excel charts and graphs that best communicate their data findings. This comprehensive how-to guide functions as a set of blueprints—supported by both research and the author’s extensive experience with clients in industries all over the world—for conveying data in an impactful way. Delivered in Evergreen’s humorous and approachable style, the book covers the spectrum of graph types available beyond the default options, how to determine which one most appropriately fits specific data stories, and easy steps for building the chosen graph in Excel. Now in full color with new examples throughout, the Second Edition includes a revamped chapter on qualitative data, nine new quantitative graph types, new shortcuts in Excel, and an entirely new chapter on Sharing Your Data With the World, which provides advice on using dashboards. New from Stephanie Evergreen! The Data Visualization Sketchbook provides advice on getting started with sketching and offers tips, guidance, and completed sample sketches for a number of reporting formats. Bundle Effective Data Visualization, 2e, and The Data Visualization Sketchbook, using ISBN 978-1-5443-7178-8!

What Works on Wall Street

What Works on Wall Street
Author: James P. O'Shaughnessy
Publisher: McGraw Hill Professional
Total Pages: 366
Release: 2005-06-14
Genre: Business & Economics
ISBN: 0071469613

"A major contribution . . . on the behavior of common stocks in the United States." --Financial Analysts' Journal The consistently bestselling What Works on Wall Street explores the investment strategies that have provided the best returns over the past 50 years--and which are the top performers today. The third edition of this BusinessWeek and New York Times bestseller contains more than 50 percent new material and is designed to help you reshape your investment strategies for both the postbubble market and the dramatically changed political landscape. Packed with all-new charts, data, tables, and analyses, this updated classic allows you to directly compare popular stockpicking strategies and their results--creating a more comprehensive understanding of the intricate and often confusing investment process. Providing fresh insights into time-tested strategies, it examines: Value versus growth strategies P/E ratios versus price-to-sales Small-cap investing, seasonality, and more

How I Became a Quant

How I Became a Quant
Author: Richard R. Lindsey
Publisher: John Wiley & Sons
Total Pages: 406
Release: 2011-01-11
Genre: Business & Economics
ISBN: 1118044754

Praise for How I Became a Quant "Led by two top-notch quants, Richard R. Lindsey and Barry Schachter, How I Became a Quant details the quirky world of quantitative analysis through stories told by some of today's most successful quants. For anyone who might have thought otherwise, there are engaging personalities behind all that number crunching!" --Ira Kawaller, Kawaller & Co. and the Kawaller Fund "A fun and fascinating read. This book tells the story of how academics, physicists, mathematicians, and other scientists became professional investors managing billions." --David A. Krell, President and CEO, International Securities Exchange "How I Became a Quant should be must reading for all students with a quantitative aptitude. It provides fascinating examples of the dynamic career opportunities potentially open to anyone with the skills and passion for quantitative analysis." --Roy D. Henriksson, Chief Investment Officer, Advanced Portfolio Management "Quants"--those who design and implement mathematical models for the pricing of derivatives, assessment of risk, or prediction of market movements--are the backbone of today's investment industry. As the greater volatility of current financial markets has driven investors to seek shelter from increasing uncertainty, the quant revolution has given people the opportunity to avoid unwanted financial risk by literally trading it away, or more specifically, paying someone else to take on the unwanted risk. How I Became a Quant reveals the faces behind the quant revolution, offering you?the?chance to learn firsthand what it's like to be a?quant today. In this fascinating collection of Wall Street war stories, more than two dozen quants detail their roots, roles, and contributions, explaining what they do and how they do it, as well as outlining the sometimes unexpected paths they have followed from the halls of academia to the front lines of an investment revolution.

The Case for Dividend Growth

The Case for Dividend Growth
Author: David L. Bahnsen
Publisher: Post Hill Press
Total Pages: 145
Release: 2019-04-09
Genre: Business & Economics
ISBN: 1642930466

Both the tech bubble burst of 2000, and the financial crisis of 2008, poked significant holes in the primary investment belief of too many investors today—that one can just blindly withdraw from principal, and that equity returns will keep up. Too many investment advisors have taken the path of least resistance, not aware of the risk in systematically withdrawing from what, at times, will be a declining portfolio. Investors seeking to accumulate money for their future needs, and investors needing to withdraw money now for a present need, both have one thing in common: Dividend Growth investing represents a powerful weapon in the achievement of their objectives. Market volatility is not something any investor can escape, but benefitting from it (for accumulators reinvesting dividends), and being insulated from it (for withdrawers taking only from a growing flow of dividend income), are achievable results for those who understand the time-tested, sustainable, intelligent strategy of investing that is Dividend Growth.