After reading the case study and spreadsheet supplement I will upload , prepare a one-page analysis to address the following: • Would Berkshire be a good buyer for Carter’s, and how does Berkshire create value? • How much cash flow will Carter’s generate in the next five years (2002–06) based on management estimates (consider free cash flow)? • How realistic are the management forecasts considering Carter’s historical performance? • Without developing a full model, try to assess at a high level what the Berkshire team should bid (evaluate discounted cash flow or multiples valuation). Should they use staple financing? Please analysis with numbers and evidence the answers and create cash flow for the period I will also attached rubric so u can follow the requirements in details while answering
Category: Investments
Objectives:
Complete an investment write-up and recommendation for SKX
Your submission should not exceed 5 pages.
Use your judgement to provide something that best represents your work, understanding of the company, and a thorough investment recommendation.
While we would like you to show your understanding of the company, we do not need a detailed background of the company. The focus of your written submission should be on your differentiated prospective view.
WRITE-UP
Please include the following in your write up:
Detailed Investment Thesis & Recommendation (long or short)
Articulate the key drivers of your investment thesis
Risks to your thesis
Event Path & Catalysts: How will you track your thesis? Please explain/preview significant upcoming events.
Bull/Bear & Valuation
Explanation of bull and bear view
Determine a price target; explain how you get to your price target and what the period is to reach your target
Risk/Reward (probability weights for different scenarios that tie to the bull/bear views)
Business/Industry Overview
How does the company/industry make money?
Industry level dynamics and review of the competitive landscape
Benchmark vs. peers
Outstanding Diligence
Address how you could gain further conviction in your thesis.
The Investment thesis & recommendation that I am going for is Long!
One of the blockchain applications is Cryptocurrencies. The purpose of this assignment is to understand in-depth issues and advantages of such applications whether they are managed properly or notes. Include notes in the slides and references in the last slide. Other students will need to listen to peers’ presentations and learn about other crypto(s
The presentation about crypto should include:
• When the coin was created;
• whom created it;
• purpose of creation;
• which companies use it;
• market value;
• issues with it;
• media press on that coin,
• and other interesting facts you may find.
7 to 10 slides; 5 recent sources for this presentation, notes in the slides where you include text information about that slide, and full references on the sources in the last slide. The presentation should be around 7-10 min.
NO CHAT GPT/AI
PROFESSIONAL REFERENCES ONLY
YES, PLEASE INCLUDE SPEAKER NOTES TO EQUAL TIME NOTED ABOVE
To answer the questions in Part 1, you’ll use the information provided about the portfolio in the table below. The portfolio is broken out by sectors and shows the investor’s portfolio’s weighting and performance and the S&P 500’s weighting and performance in each sector. The final column shows the individual investments’ overall contributions to the portfolio. Note that an investment can underperform the S&P and still have a positive contribution to the portfolio based on the difference in weighting.