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Wall Street Prep

Investment Analysis
Knowledge Base

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All Investment Analysis Content

  • Accounts Receivable Turnover
  • Active vs. Passive Investing
  • Activist Investor
  • Alpha (α)
  • Alternative Investments
  • Assets Under Management (AUM)
  • Attrition Rate
  • Average Cost (Per Unit Cost)
  • Average Fixed Cost (AFC)
  • Average Order Value (AOV)
  • Average Selling Price (ASP)
  • Average Total Cost (ATC)
  • Average Variable Cost (AVC)
  • Balance of Trade
  • Bank Efficiency Ratio
  • Bank Run
  • Barriers to Entry
  • Basis Points (bps)
  • BCG Growth Share Matrix
  • Bid-Ask Spread
  • Black Swan Event
  • Bloomberg vs. Capital IQ vs. Factset vs. Refinitiv
  • Bottom Up Forecasting
  • Break Even Point (BEP)
  • Buyback Yield
  • Capital Gain
  • Capital Gains Yield (CGY)
  • Capital Intensity Ratio
  • Career Path in Sales and Trading
  • Cash Conversion Ratio (CCR)
  • Cash EPS
  • Chartered Financial Analyst (CFA) Guide
  • Churn Rate
  • Committed Monthly Recurring Revenue (CMRR)
  • Commodities
  • Compound Annual Growth Rate (CAGR)
  • Consumer Surplus
  • Corporate Bonds
  • Cost Structure
  • Cost-Benefit Analysis (CBA)
  • Cross-Sell Rate
  • Cross-Selling
  • Customer Acquisition Cost (CAC)
  • Cyclical Stocks
  • Day in the Life of Sales and Trading Analyst
  • Days to Cover
  • Deflation
  • Degree of Financial Leverage (DFL)
  • Degree of Total Leverage (DTL)
  • Diseconomies of Scale
  • Dividend Coverage Ratio
  • Dividend Yield
  • Dollar Cost Averaging (DCA)
  • Dow Jones Index (DJIA)
  • Earnings Power Value (EPV)
  • Earnings Yield
  • Economic Moat
  • Economic Value Added (EVA)
  • Economies of Scale
  • Efficient Market Hypothesis (EMH)
  • EPS Forecast
  • EPS Growth
  • Equity Research Report
  • Equity Research vs. Sales and Trading
  • Equity Value Per Share
  • ESG Investing
  • Event-Driven Investing
  • Exchange Traded Funds (ETFs)
  • Expected Return
  • Expense Ratio
  • Factors of Production
  • FCF Margin
  • First Mover Advantage
  • Fisher Equation
  • Fixed Cost
  • Fixed Income Securities
  • Free Enterprise
  • Free Market Economy
  • Full Time Equivalent (FTE)
  • Futures Contract
  • GDP Deflator
  • Gold Investment
  • Green Bonds
  • Gross Merchandise Value (GMV)
  • Gross Revenue Retention (GRR)
  • Growth Rate
  • Headwinds
  • Hedge Fund Course
  • Hedge Fund Primer
  • Hedge Fund Shorting Process
  • Hedge Fund vs. Mutual Fund
  • Holding Period Return (HPR)
  • Horizontal Analysis
  • How to Break Into Sales and Trading
  • Hyperinflation
  • Implied Dividend Growth Rate
  • Incremental Margin
  • Incremental Net Working Capital (NWC)
  • Information Ratio
  • Inorganic Growth
  • InsurTech Guide
  • Interest Rate Risk
  • Inverted Yield Curve
  • Invested Capital (IC)
  • Jensen’s Measure
  • Laissez Faire
  • Largest Institutional Investors
  • Long-Short Equity (L/S)
  • Maintenance Margin
  • Margin Call Price
  • Margin of Safety
  • Marginal Cost
  • Marginal Profit
  • Marginal Revenue
  • Market Neutral Strategy
  • Market Penetration
  • Market Share
  • Market Value
  • Market Volatility
  • Markup Percentage
  • Markup Price
  • Maximum Drawdown (MDD)
  • Mixed Economy
  • Monopolistic Competition
  • Months to Recover CAC
  • Mutual Funds
  • Natural Monopoly
  • NAV Per Share (NAVPS)
  • Net Revenue Retention (NRR)
  • Network Effects
  • Oligopoly
  • Open Market Operations (OMO)
  • Operating Leverage
  • Operating Ratio
  • Organic Growth
  • Original Equipment Manufacturer (OEM)
  • Peter Principle
  • Porter’s 5 Forces Model
  • Preferred Shares vs. Common Shares
  • Pricing Power
  • Quantitative Easing (QE)
  • Quota Attainment
  • Random Walk Theory
  • Real Rate of Return
  • Repurchase Agreement (Repo)
  • Reserve Requirements
  • Return on Assets (ROA)
  • Return on Capital Employed (ROCE)
  • Return on Equity (ROE)
  • Return on Incremental Invested Capital (ROIIC)
  • Return on Invested Capital (ROIC)
  • Return on Investment (ROI)
  • Return on Tangible Equity (ROTE)
  • Revenue Per Employee
  • Revenue Streams
  • Reverse DCF Model
  • Reverse Stock Split
  • Roles and Asset Classes in Sales and Trading
  • S&P 500 Index (SPX)
  • Sales & Trading Salary Guide
  • Sales and Trading Guide
  • Same-Store Sales
  • Secondary Market
  • Securities Industry Essentials (SIE) Exam
  • Security Market Line (SML)
  • Sell-Side vs. Buy-Side Equity Research
  • Series 7 Exam
  • Sharpe Ratio
  • Shiller PE (CAPE Ratio)
  • Short Interest
  • Short Selling
  • Short Squeeze
  • Sortino Ratio
  • Stagflation
  • Stock Buyback
  • Stock Split
  • Sunk Cost Fallacy
  • Switching Costs
  • SWOT Analysis
  • Tiger Cubs
  • Top Down Forecasting
  • Top Hedge Funds
  • Total Payment Volume (TPV)
  • Trade Deficit
  • Trade Execution
  • Trade Surplus
  • Trailing Twelve Months (TTM)
  • Treasury Bond (T-Bond)
  • Treasury Inflation-Protected Securities (TIPS)
  • Treasury STRIPS
  • Treynor Ratio
  • Trial Conversion Rate
  • Unsystematic Risk
  • Upsell Rate
  • Upselling
  • Utilization Rate
  • Variable Cost
  • Warren Buffett on EBITDA
  • Year over Year (YoY)
  • Zynga IPO Valuation

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