Financial Planning And Consulting

February 2, 2023 1 Min read Views 54 BUSINESS

Using bottom up techniques, we examine the balance sheets and cash flows of potential investments and stress test them for top line revenue declines. Using top down (macroeconomic) analysis, our core values of “Discipline” and “Value” help us to determine when to purchase a strong company’s debt or equity, and, if its price rises to overvalued levels, when to sell.

Tags: financial planning and consulting

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