Investment Essay Examples

SCOPE AND GROWTH OF MUTUAL FUNDS IN INDIA Erstwhile UTI was bifurcated into UTI Mutual Fund and the Specified Undertaking of the Unit Trust of India effective from February 2003. The Assets under management of the Specified Undertaking of the Unit Trust of India has therefore been excluded from the total assets of the industry […]

Lessons Learned From Long Term Capital Management LTCM was selling liquidity as their fund structure was more similar to an investment bank than a typical hedge fund. When investors or issuers need to change their positions or risk exposure, they would go to an investment bank or dealer to buy or sell securities. In turn, […]

Group Case 1: Ameritrade – Cost of Capital Executive Summary As a deep-discount brokerage, Ameritrade planned to improve its competitive position by price cutting, technology enhancements, and increased advertising in mid-1997. Before initiating the plan, Ameritrade needed know whether the investment returned more than it cost. We were hired to estimate the cost of capital […]

EXECUTIVE SUMMARY Islam is not only a religion but also a complete code of life and Islami Banking & finance is an integral part of life of a Muslim. Similarly Shari’ah Concept and principles are unavoidable code of business operations of the Bank. An Islami Bank is a financial institute whose status, rules and procedures […]

Executive Summary Problem/Issue: By analyzing the financial statements and Warren Buffett’s investment philosophy, a conclusion must be drawn as to whether the acquisition of PacifiCorp increased Berkshire Hathaway’s intrinsic value. Background or Historical Perspective: Berkshire Hathaway was incorporated in 1889 as Berkshire Cotton Manufacturing and later merged with Hathaway manufacturing in 1955. In 1965, Warren […]

CHAPTER 1 They sell at prices high enough to cover costs and to compensate owners and creditors for their exposure to risk The profit must be high enough to adequately compensate investors 3 Key Attributes for Success. Skilled People at all levels Leaders, managers and workforce Strong Relationships with groups outside the company Successful companies […]

Exam I pledge on my honor that I have not given or received any unauthorized assistance on this examination Please answer all questions in the space provided. Point weights are as indicated. Formulas are provided in the back of the exam. Good Luck! 1. A firm has assets of $MM invested in 30-year, 10% coupon […]

Deciding whether to invest or not is a complicated task for today’s companies. Managers need to make thorough studies, analyzing additional costs and revenues, in order to be able to make the most reasonable decision. A big investment implies a great expenditure and, generally, a late return. If a company does not consider thoroughly the […]

If I were to win a million dollars, it would greatly impact my future. The money would allow me to improve both my present and future life by investing in education and entering the business world. It would also support my family and enhance their lives. Winning a million dollars could change the direction of […]

According to Warren Buffet, the intrinsic value of a business is defined as the present value of its future expected performance or cash flow. This value is subjective and based on analysts’ estimates of future cash flows and interest rates. The importance of intrinsic value lies in its ability to identify undervalued or overvalued shares […]

According to the “substitute model,” insiders interested in issuing equity in the future pay dividends to establish a reputation for decent treatment of minority shareholders. The first model predicts that stronger minority shareholder rights should be associated with higher dividend payouts; the second model predicts the opposite. Tests on a cross section of 4,000 companies […]

Journal of Indian Business Research Emerald Article: Venture capital and private equity in India: an analysis of investments and exits Thillai Rajan Annamalai, Ashish Deshmukh Article information: To cite this document: Thillai Rajan Annamalai, Ashish Deshmukh, (2011),”Venture capital and private equity in India: an analysis of investments and exits”, Journal of Indian Business Research, Vol. […]

Since 1869, Sainsbury’s has been operating in the UK market. The 2009 Annual report reveals that Sainsbury’s has a customer base of 18 million per week and employs 150,000 staff members. In 1973, the company went public on the London Stock Exchange, marking the largest flotation at that time. To gain a thorough understanding of […]

Chairman and CEO of Ameritrade Holding Corporation, wanted to improve his company’s competitive position in deep-discount brokerage1 by taking advantage of emerging economies of scale. The success of the strategy required Ameritrade grow its customer base. The growth would require substantial investments in technology to improve service and capacity, and in advertising, to increase customer […]

The primary users of financial accounting are external users such as shareholders, investors, creditors, lenders, and the government. Shareholders utilize financial information to track their investments, assess organizational profitability, and determine the value of the organization. Investors rely on financial information to guide their investment decisions and evaluate past organizational performance to decide whether to […]

Study of the economies of India and China  Abstract Introduction The Indian Economy Pre colonial, colonial and post-colonial India Indian Planning Commission & Liberalisation India’s Economic Reforms and Currency Devaluation The Five Year Plans In India Fiscal Policy of India Monetary Policy of India Impact of Financial Crisis on Indian Economy The  Economy of China […]

Quantitative analyses of financial statements (Income Statement, Balance Sheet and Sources of Capital), extensive ratio tables (Accounting, Asset Utilization, Employee Efficiency, Fixed Charges Coverage, Leverage Analysis, Liquidity Analysis, Per-share Data and Profitability Analysis) and proprietary Wright Quality Rating analyses tables. The Wright Quality Rating, a measure of corporate risk, examines the liquidity of the stock, […]

State law also helps to protect the company’s creditors against excessive dividend payments. For example, companies are not allowed to pay dividend out of legal capital, which is generally defined as the par value of outstanding shares. Dividends are normally paid out of cash reserves but companies could also compensate shareholders by offering them more […]

Per this method intangible assets identified with an indefinite life are not amortized and now are subject to an impairment test. Use of SFAS-142 results in more volatility in reported income as impairment losses may occur irregularly and in varying amounts. A possible explanation for the difference is amounts is that Krispy Kreme may have […]

EXECUTIVE SUMMARY The study was conducted at Canara Bank in Donimalai Township, Sandur (TQ), Bellary (Dist), Karnataka State to analyze the management of Non-Performing Assets in the bank’s Loan Portfolio. INTRODUCTION: Efficient financial management has become crucial for managers in the corporate world. In the past, it mainly involved raising funds when needed, but now […]

The exchange rate is constantly changing and can fluctuate within seconds. There are two types of fluctuations: an upward trend or bull market, indicating a strengthening of one country’s currency compared to others, and a downward trend or bear market, suggesting a weakening of the currency. In summary, the exchange rate experiences constant flux with […]

Whenever there is a talk about the world of stock markets, the first two names come to mind at once: NASDAQ and NYSE. These are the ones considered to be the most principal stock markets in North America and worldwide. New York Stock Exchange, or simply NYSE, is one of the oldest stock markets in […]