Company Analysis

How to identify and analyze turnaround candidates, model scenarios, and make disciplined investment decisions.

A practical guide to finding and analyzing investment opportunities arising from corporate events, with step-by-step math.

How to identify, evaluate, and adjust for risks in related party transactions using practical, professional methods.

A practical, advanced guide to spotting earnings manipulation and fraud using forensic ratios, accruals quality, and real-world red flags.

An advanced, practical guide to assessing the quality and sustainability of a company’s earnings using proven methods.

How activist investors influence company strategy, valuation, and stock performance, with methods to analyze impact.

A practical, advanced guide to assessing corporate governance quality with metrics, calculations, and real-world use.

How spin-offs unlock value, how to analyze them, and practical ways to invest before and after separation.

A practical guide to the strategic rationale, valuation, and financial impact of mergers and acquisitions for investors.

A practical guide to assessing how management invests cash, balances growth and returns, and creates per-share value.

A practical, advanced guide to mapping a company’s value chain, quantifying value creation by activity, and using the insights in investment decisions.

A practical, advanced guide to analyzing industries with Porter's Five Forces, including quant methods and case study.