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Tag: Finance 101

Unusual and Exotic Futures – Quick Summaries

March 1, 2018 Patrick Leave a comment

Generally speaking, almost anything can be theoretically traded as a derivative. Regulatory bodies need to approve of the listing and there…

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Posted in: Capital Markets, Foundations Filed under: Derivatives, Finance 101, risk

What Is Tracking Error? An Introduction

September 6, 2017 Pat Leave a comment

There are many ways for portfolio managers to quantify and report on the riskiness of a given portfolio. Perhaps the…

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Posted in: Capital Markets, Foundations Filed under: Finance 101, Portfolio Management

Variance and Risk II – Covariance

September 5, 2017 Pat Leave a comment

What is Covariance? Covariance is simply the variance between the observations of two random variables. It should be clear both…

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Posted in: Foundations, Statistical Methods Filed under: Excel, Finance 101, Portfolio Management, Statistics

Credit Analysis I – 5Cs

August 8, 2017 Pat Leave a comment

Credit analysis is not entirely unlike equity research. In both cases the analyst is trying to answer questions about the…

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Posted in: Foundations, Fundamental Analysis Filed under: Credit Analysis, Finance 101

Monte Carlo – Simulating Opus Banks Stock Price I

July 30, 2017 Pat Leave a comment

In parallel to our ongoing series introducing different Monte Carlo techniques I thought it would be fun to incorporate more…

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Posted in: Capital Markets, Foundations Filed under: Excel, Excel Functions, Finance 101, Monte Carlo

Monte Carlo III – A Simple Example with VBA

July 29, 2017 Pat Leave a comment

If you haven’t read the first two posts introducing the concept of Monte Carlo simulations and running through a basic,…

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Posted in: Code & Automation, Foundations, Risk Management Filed under: Excel, Excel Functions, Finance 101, Monte Carlo, VBA

Financial Statements – The Very Basics

Pat Leave a comment

I think the balance sheet is probably the easiest of the major financial statements to understand, so we’ll begin there.…

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Posted in: Foundations, Fundamental Analysis Filed under: Finance 101

Monte Carlo II – A Simple Example

July 26, 2017 Pat Leave a comment

For a quick overview of Monte Carlo simulations, I recommend you check out Part I. Example: Suppose we work for…

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Posted in: Foundations, Fundamental Analysis Filed under: Excel, Excel Functions, Finance 101, Monte Carlo

NPV and IRR – Criteria for Making an Investment

July 23, 2017 Pat Leave a comment

The two most common measures applied to proposed projects (for everything from expansion to replacing old equipment) are net present…

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Posted in: Foundations, Fundamental Analysis Filed under: Excel, Excel Functions, Finance 101, IRR, NPV

ARIMA Models – Part I – Positive Autocorrelation

July 22, 2017 Pat Leave a comment

ARIMA models require some study and application to thoroughly understand. The rewards are well worth it though, if you master…

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Posted in: Foundations, Statistical Methods Filed under: ARIMA, Excel, Finance 101, Univariate

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