Equity Markets
This tech giant has the largest market capitalization in the world
What is Nvidia
This Investment Banking division involves assisting a company in purchasing/combining with another company.
What is Mergers and Acquisitions (M&A)
The 3 primary financial statements
What are Balance Sheet, Income Statement, Cash Flow Statement
Our Finance and Investment Club advisor
Who is Professor Andrey Ukhov
A drop of 20% or more from a recent high puts a market in this territory
What is a bear market?
This 4 letter word related to outer space is the standard method of answering behavioral questions in junior interviews
STAR method (Situation, Task, Action, Result)
The U.S. Federal Reserve recently hiked rates to this number
The 2 most conventional ways to model a company
What are DCF and Multiples analysis (P/E, EV/EBITDA, Etc.)
Its Class A shares are the most expensive single stock on the NYSE
What is Berkshire Hathaway?
This online used car marketplace has recently been under scrutiny for alleged fraud
What is Carvana
This common Private Equity strategy involves taking out a large amount of debt to acquire a company
What is a Leveraged Buyout (LBO)
This AI company halted the release of its next generation model this week, citing safety concerns
What is OpenAI?
This non-cash expense spreads the cost of a fixed asset over its useful life
What is depreciation?
This investment bank's 2008 collapse was the largest bankruptcy in U.S. history
What is Lehman Brothers?
This highly leveraged tech company recently declared "force majeure" on their major Project Jupiter Datacenter project
What is Oracle
This FINRA exam is specifically for investment banking representatives
What is the Series 79?
The U.S. Government has recently been purchasing this major trade partner's currency in order to balance the foreign exchange
What is Japan
This forward-looking scenario analysis is also a famous city in Europe
What is a Monte-Carlo simulation
This derivative includes a fixed payment for 1 party and a variable payment for the other. It was a key instrument in the 2008 Financial Crisis
What is a Swap (CDS acceptable)
Unlike the S&P 500, the Dow Jones Industrial Average weights its companies by this
What is share price?
The Chartered Financial Analyst (CFA) is considered a gold standard certification in many finance industries. Level 1 has 10 units, this qualitative topic is the largest weighted one
What is Ethics & Professional Standards
This hardware specializing country's index has returned an impressive 57% year to date (9/15/26)
What is South Korea (KOSPI)
A company starts the year with $100 of retained earnings. It earns $40 of net income, pays $10 in dividends and issues $50 of new stock. This is ending retained earnings.
What is $130?
Our 7 portfolio holdings
What are VRT, CCJ, JPM, BSX, MLI, MNST, LHX