Financial Theory Articles

  1. Buffett's Moat: Is Intel's Competitive Advantage Sustainable? (INTC)

    Examine Intel's economic moat to assess its width and sustainability. Can Intel's competitive advantage keep returns above ...
  2. The Top 5 Petrobras Shareholders (PBR)

    Take a look at the five largest shareholders of Petrobras stock, and learn more about how the Brazilian government has ultimate ...
  3. 3 Things to Know Before Taking Sell Side Recommendations

    Learn about the equity research process to understand the incentives faced by published research analysts. How should investors ...
  4. Buffett's Moat: Is Apple's Competitive Advantage Sustainable? (AAPL)

    Examine the width and sustainability of Apple's economic moat. Find out how brand loyalty, economies of scale and network ...
  5. Debt: Is the Credit Market Peaking? (OAK, JNK)

    Discover why credit markets might be peaking, why distressed debt is rising and how an investor might profit from a rash ...
  6. 3 Cases When Beta Does Not Measure Volatility of Stocks

    Examine the theoretical and statistical relationship between beta and volatility to identify three factors that limit beta's ...
  7. How Low Interest Rates Are Hurting Private Tech Companies (GS)

    Discover how the Federal Reserve's low interest rate policy is harming the private technology market, possibly creating another ...
  8. How Much Debt Is Too Much? Examples From Around the World

    Unearth the facts surrounding the growing debt within the U.S., China, Japan and the Eurozone, and discover how these debt ...
  9. Behind U.S. Retailers' Negative Comparable Store Sales (WMT, M)

    Discover which trends may be driving negative comparable store sales for U.S. retailers, and why consumers may be better ...
  10. Is Investment Banking Peaking? (PFE, AGN)

    Learn about the numerous challenges facing investment banking and explore whether the industry is peaking.
  11. 3 Cases Against Buffett's Recommendation on Index Funds (BRK-A, GS)

    Learn why Warren Buffet believes index funds are the best choice for investors, but why they may not perform as well in 2 ...
  12. How M&A Breakups Are Hurting Investment Banks' Profits (PFE, ACT)

    Discover what happens when mergers and acquisitions fail. Learn about three major deals that have fallen through in 2016 ...
  13. Is Chasing U.S. Equities Worth It? (GS)

    Explore the factors that make chasing returns in the S&P 500 Index a high-risk proposition, including a recession barometer ...
  14. 4 Reasons for the IPO Market Slowdown in 2016 (IPO)

    Pay attention to the length of time a company waits before going public and whether the prolonged period brings excessive ...
  15. Why This Billionaire Is Cutting Hedge Fund Fees (IVW, JNS)

    Discover the struggles of hedge funds and Tudor Investment Corporation's Paul Tudor Jones, a Wall Street pioneer adapting ...
  16. Index Funds: The Case Against Bill Ackman (STT, BLK)

    Explore the reasoning behind Bill Ackman's concern of an impending index fund bubble, and why his argument sounds like an ...
  17. The Top 5 Costco Shareholders (COST)

    Discover the five largest stockholders of Costco, and read about Warren Buffet's opinion regarding the world's second-largest ...
  18. Buying a Home? Avoid the ‘Debt Domino’ Effect

    If you’ve recently purchased or refinanced a new home and you're taking on additional debt, chances are you’ve fallen victim ...
  19. Is Apple Hinting at an iPhone Price Cut? (AAPL)

    Discover why iPhone prices may be coming down in the near future as the world's largest corporation attempts to cope with ...
  20. Best Dividend Stocks With Solid Financial Health (AAPL, GILD)

    Learn how Apple, Gilead Sciences and Valero Energy are financially strong, dividend-paying large-cap companies with a potential ...
  21. Does the S&P 500 Still Have 20% Downside Risk?

    Find out what top bond fund manager Jeffrey Gundlach foresees for the U.S. stock market in 2016, and discover two investments ...
  22. Stock Charts Lie, and So Do Your Statements

    Nearly anyone who looks at charts is wrong in their conclusions about performance. Why?
  23. Panama Papers: the Fascinating American Connection

    The stories behind individual Americans' involvement in the Panama Papers are becoming interestinger and interestinger.
  24. The Top 5 Fannie Mae Shareholders (FNMA)

    Find about the individuals, funds and companies that are top shareholders of Fannie Mae stock. Learn about their profiles ...
  25. Hedge Funds: Is Activist Investing Peaking? (M, QCOM)

    Discover the trend and direction of activist campaigns by hedge funds and whether they have reached a peak or are continuing ...
  26. S&P 500: Companies Continue to Report Revenues Below Estimate

    Discover why companies are missing revenue estimates but clearing their earnings estimates, and what that might mean for ...
  27. The Top 3 Netflix Shareholders (NFLX)

    Discover the top three owners of Netflix shares, and learn how the 30-person startup grew into a global streaming network ...
  28. This Central Bank Owns U.S. Equities Worth 20% of GDP

    Discover more about Swiss National Bank's holdings of financial assets, and look into its recent accumulation of foreign ...
  29. Tech Bubbles: How the Dot-Com Era Differs From 2016 (AAPL, CSCO)

    Pay attention to the escalating valuations of pre-IPO companies in 2016, as several will rise above the $10 billion level ...
  30. Japan's Nonperforming Loans Cap Future Growth

    Discover why Japan is lying about its banking sector, and how protecting underperforming Japanese businesses is stunting ...
  31. Yahoo: Make 20% from a Stock Back in Balance (YHOO)

    Investopedia columnist Jordan Rohan on what we know about Yahoo shares--and equally importantly, what we don't know.
  32. 3 Reasons Why Hedge Funds Are Bearish on China (GWLLF, 0590.HK)

    Learn some of the major reasons why many top hedge fund managers are adopting or maintaining a bearish stance toward China.
  33. Biotech Stocks: Are They Back?

    The bearish trends over the past year have started to reverse themselves which has benefted the biotech industry
  34. Berkshire Hathaway Stock: Capital Structure Analysis (BRK.A)

    Review the capital structure of Berkshire Hathaway, and understand how equity and debt capitalization and enterprise value ...
  35. Youku Tudou vs. YouTube: A Financial Comparison (YOKU, GOOG)

    Learn what are the similarities and differences between YouTube and its Chinese counterpart Youku Tudou, and find out what ...
  36. The Share Buyback Report: The Consumer Staples Sector

    Analyze share repurchase data for the consumer staples sector. Identify the factors that influence buybacks over time and ...
  37. Wal-Mart Stock: Capital Structure Analysis (WMT)

    Analyze Wal-Mart's capital structure to determine the relative contribution of debt and equity to financing the retailer's ...
  38. The Top 5 Rite Aid Shareholders (RAD)

    Learn about the top five major direct shareholders of Rite Aid Corporation, and learn about these shareholders' positions ...
  39. Learn Simple and Compound Interest

    Interest is defined as the cost of borrowing money, and depending on how it is calculated, can be classified as simple interest ...
  40. Retailers: The Best and Worst Bets Right Now (SHLD, JCP)

    Here's a look at two retailers that could be in big trouble and two retailers that could continue to prove doubters wrong. ...
  41. Netflix Stock: Capital Structure Analysis (NFLX)

    Find out if Netflix's recent significant debt increases are warranted in its capital structure as one of the leading Internet ...
  42. The Top 4 General Electric Shareholders (GE)

    Pay attention to whether the amount of stock awarded to General Electric’s largest shareholders provides a hint about the ...
  43. Global Communications: Exploring Revenue Trends and Fundamentals

    Explore geographical communications sector revenue data to determine which countries have the highest exposure and what factors ...
  44. The Top 4 Tesla Shareholders (TSLA)

    Discover the four largest single shareholders of Tesla Motors, and learn about their backgrounds and how much their shares ...
  45. The Top 4 Bank of America Shareholders (BAC)

    Discover the largest individual and institutional holders of Bank of America stock. Learn about the backgrounds of top Bank ...
  46. The Top 3 American Airlines Shareholders (AAL)

    Find out about the major individual, institutional and mutual fund shareholders of American Airlines Group Inc.
  47. Why Earnings Results Have Not Mattered to the U.S. Equity Markets

    Discover why the U.S. stock market is probably in an asset bubble, how stock prices became detached from the fundamentals ...
  48. Is Berkshire Hathaway Stock Undervalued? (BRK-A)

    Find out why Berkshire Hathaway stock may be undervalued when the company has an overall growth business, something that ...
  49. The Top 4 Nike Shareholders (NKE)

    Learn about the history of Nike Inc. and the top five individual shareholders who continue to benefit from the company's ...
  50. Why Financial Statements Are Harder to Read Than Ever Before

    Understand four major reasons that financial statements published in 2016 are more complicated and difficult to read than ...
  51. The Top 4 AT&T Shareholders (T)

    Discover the four highest-ranked direct holders of AT&T, and how all of them have worked their way through the ranks ...
  52. The Top 3 Exxon Mobil Shareholders (XOM)

    Learn about the three largest individual shareholders of Exxon Mobil Corporation (NYSE: XOM) stock, and the largest institutional ...
  53. 4 Reasons Why Selling Is Harder Than Buying

    Understand why selling stocks is harder than buying them, and develop strategies for establishing investment goals with price ...
  54. The Top 4 General Motors Shareholders (GM)

    Discover General Motors’ top four direct shareholders. Learn about how many shares they hold and obtain a brief description ...
  55. Why Large Tech Companies Are Interested in Wall Street Executives (GOOGL, MSFT)

    Watch for more large-cap technology companies to recruit investment banking executives for their own top-level management ...
  56. The Top 3 Chevron Shareholders (CVX)

    Learn about the major shareholders, including individuals, institutional investors and mutual funds, of Chevron Corporation ...
  57. How Does PepsiCo Make Money? (PEP)

    A look at how snack and beverage behemoth PepsiCo operates and its key regional markets and products.
  58. The Top 4 Yelp Shareholders (YELP)

    Read about the top major direct holders of Yelp Inc., and learn about the backgrounds of these shareholders and the numbers ...
  59. The Top 4 J.C. Penney Shareholders (JCP)

    Discover J.C. Penney 's top four direct shareholders. Learn about how many shares they hold and obtain a brief description ...
  60. Cash Is King: The Only S&P 500 Sector With Net Cash (APPL, GOOGL)

    Explore the net cash positions of the largest companies in the technology sector, and discover why carrying large sums of ...
  61. GE Stock: Capital Structure Analysis (GE)

    Analyze GE's capital structure to determine the relative importance of debt and equity financing. Identify trends and drivers ...
  62. McDonald's Stock: Capital Structure Analysis (MCD)

    Learn about the importance of capital structure, and what equity and debt capitalization measures can tell us about the performance ...
  63. Oil Supply Deficit, Default Rates Rise Again

    A round up of some of the week's most significant corporate events and news stories in Energy.
  64. Exxon Mobil Stock: Capital Structure Analysis (XOM)

    Investigate Exxon Mobil's capital structure and understand how equity, debt capitalization and enterprise value interact ...
  65. Target Corp: WACC Analysis (TGT)

    Learn about the importance of capital structure when making investment decisions, and how Target's capital structure compares ...
  66. Ford Stock: Capital Structure Analysis (F)

    Learn where Ford is on its road to financial recovery, and how the company's capital structure contributes to the risk profile ...
  67. Alibaba Stock: Capital Structure Analysis (BABA)

    Review Alibaba's capital structure to determine the contribution of debt and equity financing. Identify trends and important ...
  68. Twitter Stock: Capital Structure Analysis (TWTR)

    Analyze Twitter's capital structure to understand the importance of equity and debt financing. Identify trends in financial ...
  69. Sprint Stock: Capital Structure Analysis (S)

    Learn about Sprint's capital structure and how trends in pricing impact the company's market capitalization and enterprise ...
  70. Microsoft Stock: Capital Structure Analysis (MSFT)

    Analyze Microsoft's capital structure to determine the roles of debt and equity in its financing, and explore what these ...
  71. Moody's Downgrades 3 Gulf Countries' Credit

    Moody's downgraded the credit ratings of three Gulf countries over the weekend.
  72. Yahoo Stock: Capital Structure Analysis (YHOO)

    Learn about Yahoo's capital structure, including whether or not a decline in year-over-year earnings is leading the company ...
  73. Apple Stock: Capital Structure Analysis (AAPL)

    Learn about how Apple's common stock buyback strategy has impacted the company's capitalization profile and enterprise value ...
  74. Home Depot Stock: Capital Structure Analysis (HD)

    Analyze Home Depot's capital structure to assess trends in book value and corporate debt. Find out how its its capital structure ...
  75. Book Value Per Share for Banks: Is It a Good Measure? (WFC, BAC)

    Find out why bank stocks usually trade below book value per share, and understand how trading activities increase banks' ...
  76. Oil Production Up, Default Rates to Rise

    A round up of some of the week's most significant corporate events and news stories in Energy.
  77. AT&T Stock: Capital Structure Analysis (T)

    Analyze AT&T's capital structure to discover important trends in the company's financing. Find out how and why debt and ...
  78. GM Stock: Capital Structure Analysis

    Learn why GM's enterprise value increased, and get an update on the company's capital structure, including equity and debt ...
  79. Break-Up Fees: Failed M&A Can Cost A Lot (SPLS,HAL)

    When mergers go bad, there's often a break-up fee involved of as high as 3-5% of the value of the proposed merger.
  80. Alibaba Stock: An Earnings Case Study (BABA)

    Explore an earnings case study on Alibaba Group, and learn about its 2015 earnings and what analysts expect for Alibaba in ...
  81. IBM Stock: Capital Structure Analysis

    Learn about IBM's capital structure and why its market debt-to-equity ratio is lower than the rest of the industry, even ...
  82. Disney Stock: Capital Structure Analysis (DIS)

    Learn about Disney's capital structure and why the company can afford to be more aggressive with its current level of debt ...
  83. 4 Cases When Companies May Deserve a Higher P/E Ratio (AMZN, ZBH)

    Find out why the price-to-earnings ratio is high for some companies. Learn about the impact of growth rates, acquisition ...
  84. AMD Stock: Capital Structure Analysis

    Analyze AMD's debt and shareholder equity to understand the firm's capital structure. Learn about shareholder deficit and ...
  85. Breaking Down XBI: 3 Components That Are Most Attractive

    Explore stocks from the SPDR S&P Biotech ETF, with consideration given to fundamentals and the status of drug candidates ...
  86. Boeing Stock: Capital Structure Analysis (BA)

    Learn about Boeing's capital structure and how it used cash, debt and equity capital to finance a $6.7 billion stock repurchase ...
  87. Fundamental Case Study: Is Amazon's Cash Flow Actually Solid? (AMZN)

    Review Amazon's cash flow situation, including its free cash flow yield, operating cash flow from organic growth and cash ...
  88. 2 Cases When Companies with Low P/E Ratios Are Unattractive (NIHD, ONP)

    Discover why you should ascertain why a stock has a lower price/earnings ratio than its industry's average before buying ...
  89. Gilead Stock: Capital Structure Analysis (GILD)

    Analyze the capital structure of Gilead Sciences to understand the impacts of debt and equity financing. Identify trends ...
  90. Chevron Stock: Capital Structure Analysis (CVX)

    Learn the nuances of multiple metrics that measure a firm's equity and debt capitalization, while determining Chevron's own ...
  91. Under Armour Stock: Capital Structure Analysis (UA)

    Learn about the recent trends relating to Under Armour’s capitalization structure, including total equity value, debt considerations ...
  92. UPS Stock: Capital Structure Analysis

    Analyze UPS' capital structure to determine the relative importance of debt and equity financing. Identify the factors influencing ...
  93. Nike Stock: Capital Structure Analysis (NKE)

    Analyze Nike's capital structure to understand how the business is being financed. Discover how much equity capital is used ...
  94. Google Stock: Capital Structure Analysis (GOOGL)

    Analyze Alphabet's capital structure to determine how it has changed over time and how it compares to similar companies.
  95. Starbucks Stock: Capital Structure Analysis

    Discover the capital structure analysis for Starbucks Corporation, and learn how it generated a 47% increase in enterprise ...
  96. Chipotle Stock: Capital Structure Analysis (CMG)

    Learn about the impact the foodborne illness outbreak had on Chipotle, how Chipotle operates with no debt, and details behind ...
  97. Amazon Stock: Capital Structure Analysis (AMZN)

    Analyze Amazon's capital structure to determine what roles equity and debt play in financing operations. How has Amazon's ...
  98. Global Financials: Exploring Revenue Trends & Fundamentals

    Learn where the global financial industry stands on revenue fundamentals compared to other industries and explore industry ...
  99. S&P 1500 Index: A Revenue Case Study

    Learn what comprises the S&P 1500 and how analysts use revenue trends to benchmark against the performance of a portfolio ...
  100. Global Transportation: 3 Key Industry Players (BRK-A, AAL)

    Get information on some of the leading publicly-traded companies worldwide that are major players in the transportation industry.
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