Fazenda Tozan
From Amongst the StarsMay 2, 2010 at 6:42 pm
Tozan Farm (Fazenda Tozan) was established before the independence of Brazil in 198. The name comes from “To” meaning East and “Zan” meaning mountain, an allusion to Tai ... (more)
Posts for Amongst the Stars
May 2, 2010 at 6:42 pm
Latin America Study Tour Begins
From Amongst the StarsMay 1, 2010 at 6:00 pm
Our study tour begins on a lucky note, as all of us are able to come in on the same flight leaving Toronto (for the first years, this is immediately following our Operations Management ... (more)
(Half) DONE!
From Amongst the StarsApril 30, 2010 at 1:49 pm
Well, no one said it would be easy. In fact, I'm quite sure everyone was saying it would be really hard. But we finished the operations exam (and by extention first year of our ... (more)
Flirting with 0.5 MBA
From Amongst the StarsApril 26, 2010 at 1:52 pm
We have entered exams week for Q4, the final quarter of our first year MBA program. We've started it off today with Managerial Accounting. Tomorrow, we have Global Managerial Perspective ... (more)
Allowance for Doubtful Collection
From Amongst the StarsApril 26, 2010 at 1:28 pm
In continuing with the thoughts on revenue from last week, I thought it might be worthwhile to look to look at allowance for doubtful collection of funds. Generally, there are ... (more)
Winding Down, Gearing Up
From Amongst the StarsApril 23, 2010 at 9:02 am
While the MBA program is a very packed two years, it does seem to go by very fast. Already, we are almost halfway done (will be as of the end of next week). Yesterday, the GBC ... (more)
More than Mechanics
From Amongst the StarsApril 22, 2010 at 12:45 pm
Many people are still job hunting (with some positive results being announced recently) and I've been collecting their experiences with the recruitment process.One thing that is ... (more)
Valuing Commodities Companies - Looking at P/NAV
From Amongst the StarsApril 22, 2010 at 8:02 am
Recently, I've been trying to learn more about commodities companies building on what we've learned in class as well as discussions with colleagues. Especially as Canada is a strong ... (more)
Another Look at Synergies
From Amongst the StarsApril 22, 2010 at 7:35 am
In thinking about OWC and also M&A recently, I was thinking about other possible forms of synergies rather than the two most obvious ones: revenue growth and cost reduction.While ... (more)
Understanding Aggressive Revenue Recognition
From Amongst the StarsApril 22, 2010 at 12:04 am
While we normally look at items higher up on the I/S as being of higher quality (less prone to manipulation), there are still some issues which may cause analysts to take a closer ... (more)
Defined Pension / Benefit Obligations
From Amongst the StarsApril 21, 2010 at 11:25 pm
One of the interesting topics in the CFA Level II material is the mechanics for Defined Pension / Benefit Obligations. Previously, in the Rotman Finance I exam / CFA Level I material, ... (more)
Non-Cash Expenses
From Amongst the StarsApril 21, 2010 at 10:48 pm
A friend was asking me some questions about financial statements and modeling companies and it brought up an interesting question. What exactly are non-cash expenses? For example, ... (more)
Purchasing Power Parity
From Amongst the StarsApril 20, 2010 at 8:49 am
Another example of exchange rate theory is the Purchasing Power Parity (PPP) condition. This model is similar to IRP in that it assumes that when purchasing commodities across ... (more)
Interest Rate Parity Condition
From Amongst the StarsApril 20, 2010 at 8:38 am
The Interest Rate Parity condition that is in the CFA and discussed in our Global Managerial Perspective (GMP) class talks about.Long story short, it says: Regardless of what financial ... (more)
Recursive Options? Calling a Call
From Amongst the StarsApril 20, 2010 at 8:23 am
We've been shown how equity near bankruptcy behaves like a call option in our Finance II class. We've also been told in some of our integrative thinking classes to consider the ... (more)
Sustainable FCFF (UFCF)
From Amongst the StarsApril 19, 2010 at 6:19 pm
One of the most important measures of value for a company is Sustainable (Terminal) FCFF so I wanted to review some of the ideas which go into calculating it. As the finance saying ... (more)
Choosing Courses
From Amongst the StarsApril 19, 2010 at 2:53 pm
I'll probably be putting up more posts on technical finance concepts for the next little while. As it was when I was thinking of coming to Rotman, I used this blog to flush out ... (more)
BATNA and Sharpe Ratios in M&A
From Amongst the StarsApril 19, 2010 at 2:38 pm
While I missed the Negotiations class my classmates took for the Middle East Study tour, I was fortunate enough to have taken a Negotiations class at the Analyst Exchange in NYC ... (more)
PVs of M&A - Premiums and Synergies Analysis
From Amongst the StarsApril 19, 2010 at 12:45 pm
There was an interesting perspective for Mergers and Acquisitions in the CFA course readings. Rather than look at accretion / dilution, there was the alternate perspective of looking ... (more)
Free Food Day
From Amongst the StarsApril 19, 2010 at 11:48 am
Today was certainly a good day for free food. We started the day with free breakfast courtesy of the PSO as an "End of Year" social event. The coffee was much appreciated.Currently, ... (more)
George Soros - Breaking the Bank
From Amongst the StarsApril 19, 2010 at 9:51 am
We were discussing the notorious story of George Soros' shorting of the UK pound in our GMP class this morning.The story begins with the UK joining Europe's Exchange Rate Mechanism ... (more)
Exchange Rates - Currencies as Investment Instruments
From Amongst the StarsApril 12, 2010 at 9:05 am
Oddly, in my Global Managerial Perspective (an international economics course), we were discussing exchange rates and the professor brought up nominal and real exchange rates (nothing ... (more)
The Marquee Group - Financial Modeling 4 - M&A
From Amongst the StarsApril 12, 2010 at 9:01 am
On Saturday, there was the fourth and last module available to Rotman students from the Marquee Group's Financial Modeling Series - Mergers and Acquisitons where we did a mini ... (more)
MBA or CFA? What’s the Difference?
From Amongst the StarsApril 9, 2010 at 12:50 pm
I've been asked repeatedly by various people about the difference in value between an MBA and a CFA. First there are some notable differences:Pro-MBAIf you decide to do an MBA, ... (more)
The Acumen
From Amongst the StarsApril 9, 2010 at 6:17 am
I've been exceptionally busy the last few weeks. Even though I've decided to place a moratorium on competitions, I’ve still found myself overwhelmed with the MBA and the CFA ... (more)
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