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105 total results found

Crowdfunding and Crowdlending

Ways of investing

Crowdfunding What is Crowdfunding? Crowdfunding is a method of raising money to fund projects, businesses, or specific causes. It relies on the collaboration of many people who contribute small or large amounts through digital platforms. It is an ideal tool ...

Gold as an Investment

Ways of investing

Gold has been considered a store of value for centuries. Its luster and scarcity have made it a desirable asset, not only for jewelry but also as an investment tool. In this article, we will explore the different ways to invest in gold, the aspects we need to ...

Forex

Ways of investing

The Forex market, also known as the foreign exchange market, is the global space where currencies are bought and sold. Its main purpose is to facilitate currency exchange between individuals, businesses, and governments. It is a decentralized market that opera...

Trading

Ways of investing

Trading is a financial activity that involves buying and selling assets in the markets with the goal of making a profit. While it may seem complex, it can be understood and practiced with basic knowledge and a clear strategy. Below, we’ll explore the main indi...

Reflecting on the types of Assets

Ways of investing

In the world of finance and investment, understanding the differences between types of assets is essential for making informed decisions. Two key distinctions are between productive and non-productive financial assets, and between financial assets and real ass...

Investment Funds

Invesment Vehicles

1. What is an Investment Fund An investment fund is a financial instrument that pools capital from numerous investors to collectively invest in various assets such as stocks, bonds, real estate, or money market instruments. The management of funds is handled ...

Startups

Invesment Vehicles

Investing in startups is one of the most exciting and risky options within the financial world. This type of investment involves funding newly created companies with great growth potential but also high levels of uncertainty. In this topic, we will explore the...

Other Investment Vehicles

Invesment Vehicles

Investment vehicles are financial structures created to channel capital into various assets and strategies with the goal of generating returns. Each vehicle has unique characteristics that make it suitable for certain types of investors, objectives, and risk p...

Introduction to Financial Statements

Company analysis Financial statements

Understanding financial statements is essential for any investor or person interested in the field of finance. Financial statements provide a clear and structured view of a company’s financial health, facilitating informed decision-making. In this introduction...

Income Statement of a Company (Profit and Loss)

Company analysis Financial statements

The income statement, also known as the profit and loss statement, is one of the main financial reports used to assess a company's financial health. This document presents the revenues, costs, and expenses over a specific period, revealing the organization's p...

Balance

Company analysis Financial statements

Introduction to the Balance Sheet The balance sheet, also known as the statement of financial position, is one of the three main financial statements used to assess a company's financial health. Its purpose is to provide a clear and detailed snapshot of an o...

Cash Flows

Company analysis Financial statements

Cash flows are one of the most critical financial tools for evaluating the economic health of a company or individual. This concept reflects the movement of money into and out of an organization during a specific period. Its primary purpose is to provide infor...

Accounting Fundamentals

Company analysis Financial statements

Financial accounting is the cornerstone of transparency and decision-making in investment markets. To ensure the comparability and consistency of financial statements, different accounting standards and methodologies are used worldwide, including: IFRS ...

The stages of the business growth cycle

Company analysis Company valuation

1. Startup Stage Focus: Developing the product or service, establishing a market presence. Key Characteristics: High investment with little or no revenue initially. Rapid growth potential if the product/service meets market demand. Heavy reliance ...

Business Valuation - Valuation Multiples

Company analysis Company valuation

Business valuation is a fundamental process in finance and investments as it determines a company's intrinsic value. This knowledge is essential for making informed decisions regarding acquisitions, mergers, financing, stock investments, and other key financia...

Return Indicators

Company analysis Company valuation

Return indicators are metrics used to evaluate a company's profitability in relation to various factors. 1. Return on Equity (ROE): ROE (Return on Equity) is one of the most widely used financial metrics to assess a company’s profitability in relation to the...

Debt, Solvency, and Liquidity Ratios

Company analysis Company valuation

In the world of investments and corporate finance, financial ratios are essential tools for assessing a company’s economic health. Among them, debt, solvency, and liquidity ratios provide critical insights into a company’s ability to meet financial obligations...

MOAT and How It Affects Valuations

Company analysis Company valuation

MOAT, or competitive moat, is the advantage that protects a company from its competitors and allows it to maintain a dominant position in its sector. Popularized by Warren Buffett, this term refers to a company's sustainable competitive advantage that enables ...

Leases

Company analysis Financial statements

A lease is a contract in which the lessor (owner of the asset) grants the lessee (user of the asset) the right to use an asset for a specified period in exchange for periodic payments. Leases are widely used to finance assets without purchasing them, includin...

WACC: Weighted Average Cost of Capital

Company analysis Company valuation

* This is an advanced topic that is mainly relevant for financial modeling, in-depth company analysis, and understanding business fundamentals. Since it is not essential for the average investor, it is presented here for general knowledge. The Weighted Averag...