Blog Posts

Liquidation Value

Liquidation value is the amount of money that an asset or a company is worth if it were to be sold off or liquidated. It is the value that would be realized if all of the company’s assets were sold off and all of its liabilities were paid off. It is typically lower than the […]

Goodwill (Accounting)

Goodwill in accounting is an intangible asset that represents the value of a company’s reputation, customer relationships, and other non-physical assets. It is commonly referred to as an “accounting plug” as it fills a gap between identifiable asset value and aggregate measured value. It is often recorded on a company’s balance sheet as a result […]

Shareholder Activism

What Is Shareholder Activism? Shareholder activism is the practice of shareholders using their voting power to influence the actions and policies of a company. Activist shareholders may push for changes in management, strategy, or operations, with the goal of increasing the company’s value and performance. Activists may also push for environmental, social, or governance (ESG) […]

Institutional Ownership – Does It Matter?

What Is Institutional Ownership? Institutional ownership refers to the percentage of a company’s outstanding shares that are owned by institutional investors such as mutual funds, pension funds, and insurance companies.   Impact of Institutional Ownership The amount of institutional ownership can have a significant impact on financial markets for several reasons. Impact on Market Prices […]

Hedge Fund Structure

A hedge fund is a type of investment vehicle that pools together money from a group of investors and uses that money to speculate on a variety of assets, such as stocks, bonds, commodities, and derivatives. Hedge funds are typically structured as limited partnerships or limited liability companies, and are largely unregulated compared to traditional […]

Capital Key (ECB)

The ECB capital key is a weighting system used by the European Central Bank (ECB) to determine the distribution of capital among the central banks of the European Union (EU) countries. It is based on the relative size of each country’s economy, as measured by its gross domestic product (GDP) and population.  The capital key […]

Deferred Retirement Option Plans (DROP) – How They Work

Deferred Retirement Option Plans (DROPs) are retirement plans that allow employees to continue working while also accumulating their retirement benefits in a separate account. The employee continues to receive their salary and benefits as usual, but a portion of their salary is “deferred” into the DROP account instead of being paid out in the form […]

Pension vs. 401(k)

What’s the Difference Between a Pension Plan and a 401(k)? A pension plan and a 401(k) are both retirement savings plans, but they differ in several key ways: Contribution structure: A pension plan is funded by the employer, who makes contributions on behalf of the employee. A 401(k) is funded by the employee, who contributes […]

Market Neutral Funds [Delta Neutral Funds]

Market-neutral funds are investment vehicles pursuing strategies that aim to achieve a consistent return by hedging the market risk of their underlying investments. This is typically done by simultaneously holding both long and short positions in the market, with the goal of generating returns that are not correlated to the overall market. One way that […]

Complete List of Factors that Influence Oil Prices

The following is a fairly well complete list of factors that influence oil prices.  Many things influence prices and many things are dependent on other things.  Let’s take a look.  Factors Affecting Oil Prices Global supply and demand for oil Political instability in oil-producing countries Geopolitical tensions and conflicts Production cuts or increases by OPEC […]

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