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YTD

YTD Comparisons: Benchmarking Success

In the world of finance and investing, there’s an array of terms and financial ratios that can sometimes make things seem more complex than they really are. One such term, which is often used to gauge a company's performance, is YTD, or “Year-to-Date.” But what does YTD mean?

Triple Digit Growth - Hero

The Hidden Dangers of Triple Digit Growth

Some companies are able to achieve triple-digit revenue growth because they have identified a market need and have developed a product or service that effectively addresses that need. Triple-digit growth rates are generally seen in early-stage startups or companies in emerging markets where there is a significant untapped market opportunity.

Triple Digit Growth

What is The Rule of 40 in Investing?

The author and blogger Brad Feld came up with the Rule of 40 in 2015. Not long after, venture capitalists started to use the metric to be able to roughly evaluate the quality of a SaaS company quickly.

Deep Moats - Hero

What are Moats in Investing?

Moats once surrounded castles and protected them from intruders; the broader and deeper the moat, the more protected the castle would be. Companies also have moats, not literally but metaphorically—giving them a unique edge over competitors and protecting them long-term.

FAANG (1)

What are FAANG Companies?

FAANG is an acronym that refers to the stocks of five of the most prominent companies in the world. The term was popularized by Jim Cramer, the television host of CNBC, who praised these businesses for being quality companies dominating in their respective markets.

Software Giants - Hero

The Biggest Software Companies in The World

In 2011, co-founder and general partner of the venture capital firm Andreessen Horowitz, Marc Andreessen, wrote an essay about software growth that was published in The Wall Street Journal. Marc Andreessen’s headline, “Software is eating the world,” quickly became a phrase often referred to by investors.

Retained Earnings

Retained Earnings: Understanding Its Importance in Business

Every business, from a small startup to a multinational corporation, has to deal with finances. Similarly, every investor, whether big or small, must value businesses to make informed investment decisions.

15 Book Recommendations for Investing, Business, and Personal Growth

15 Book Recommendations for Investing, Business, and Personal Growth

In this article, we share 15 book recommendations for investing, business, and personal growth we figured you’d like, including both classics and hidden gems.

Working Capital

Working Capital: Calculation and Interpretation

Working capital is a financial ratio that plays a crucial role in the day-to-day operations and financial health of businesses. It serves as an indicator of a company's ability to meet its short-term obligations and sustain its operations.

Debt to Assets

Debt to Assets Ratio: Decoding Financial Risk

Financial ratios are an essential part of any business’s financial management, providing a quick snapshot of a company's financial performance. One such vital ratio is the "Debt to Assets" ratio.

Return on Invested Capital - ROIC

Return on Invested Capital (ROIC): Calculation and Importance

Return on Invested Capital (ROIC) is a financial ratio that measures the profitability and efficiency of a company's capital investments. It provides insights into how effectively a company utilizes its invested capital to generate returns.

Asset Turnover Ratio

Asset Turnover Ratio: Definition, Formula, and Analysis

In the realm of financial analysis, the Asset Turnover Ratio plays a critical role. It provides significant insights into how efficiently a company uses its assets to generate sales. Let's delve into this critical financial ratio in detail.

Economic Analysis - Insights into Market Dynamics

Economic Analysis: Insights into Market Dynamics

In this article, we will explore the basic tools, main purpose, methods, types, and key elements of economic analysis.

Days Sales Outstanding

Days Sales Outstanding: A Key Metric for Financial Health

Financial ratios and metrics provide a quantifiable analysis of a company's performance and financial health. One of these crucial metrics is "Days Sales Outstanding" (DSO), which provides valuable insights into a company's efficiency in managing its accounts receivables. This article will explore what DSO is, how it's calculated, and what it means for businesses.

Net Profit Margin

Net Profit Margin: Meaning, Formula, and Interpretation

Net profit margin is a key financial metric that provides insights into a company's profitability. It measures the percentage of net income relative to total revenue, indicating the portion of revenue that remains as profit after accounting for all expenses and taxes.

Inventory Turnover Ratio

Inventory Turnover Ratio: What It Is, Formula, and Interpretation

The world of business is intertwined with plenty of terminologies and financial ratios that are used to evaluate a company's performance and its efficiency in managing assets. One of these is the "Inventory Turnover Ratio".

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Thomas O'HaraInvestment Director, GAM Investments