What information do you need to know as an aspiring investment banker? Join career-switcher and MBA student Alex Mason as we journey together to uncover the technical (including the famous "400 interview questions") and not-so-technical aspects of the investment banking profession.
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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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How To Get Into Investment Banking is a golden ticket that helps Non-Target & Target students alike navigate through the murky waters of Investment Banking recruiting to help them land their dream jobs in Investment Banking. Learn the secrets used by myself and other students I have coached to defy the odds and land their dream jobs in Investment Banking. . Download my FREE EBook if you're a student looking to break into Investment Banking -> HowToGetIntoInvestmentBanking.com/Ebook
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Wall Street Mastermind provides 1-on-1 coaching to students who are trying to break into investment banking, helping you land the top 1% jobs on Wall Street that pay six-figures straight out of school. It’s led by Sam Shiah, a former investment banker (Morgan Stanley Tech) and private equity investor (GI Partners). Not only have we maintained a 90%+ success rate over the years, we even offer a money back guarantee - meaning if you work with us and don’t get at least one investment banking of ...
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This podcast focuses on questions my mom answers about how she chooses to invest her money and why, as well as what affected these decisions.
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Joseph Stone Capital Financial Services takes a strategy-first approach by creating a unique and customized plan for each client that utilizes technical and fundamental analysis. We work through volatile markets and build relationships by committing ourselves to achieving our clients’ financial goals.…
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Today we discuss some common valuation ratios for investment bankers! For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Lessons From The Summer Internship (Banking De-brief)
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It's time to reflect on my summer internship in investment banking! Here are the high level lessons I learned. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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The Power of Online Reviews-How Joseph Stone Capital Advises Businesses to Leverage Customer Feedback for Growth
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Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. Per the rule, the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions.…
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We’re back! A quick update for y’all. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Aside from the basic three methods of valuing a company, here are a few other valuation methodologies you should know. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Today we cover the three major valuation methodologies! 1. Comparable Companies 2. Precedent Transactions 3. Discounted Cash Flow For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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You might know the basic equation for calculating enterprise value already. But how do you account for convertible bonds as part of that calculation? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Let's learn how to calculated fully diluted shares for a company using something called the Treasury Stock Method. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Let's break down enterprise value together today! For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Goodwill is one of those weird accounting concepts that doesn't come naturally at first. But it's super important and not that hard to understand once you break down the underlying logic of it. Today we'll learn about goodwill! It's critical for investment bankers to know, particularly in the context of mergers and acquisitions. For recruiting help…
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What is EBITDA and why do we care about it as investment bankers? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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What's the difference between GAAP and the ambiguous "Non-GAAP" earnings that we often see in company financials? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Capitalizing a purchase vs expensing it can be understood by looking at the differences between the Income Statement and the Balance Sheet. Let's check it out! For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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I used to think that when a business "made money" it was the same thing as earning revenue, as well as collecting cash. But then I realized I was wrong. Today we cover a basic accounting principle that's important for investment bankers to understand when looking at financial statements. For recruiting help, join the WSO Academy waitlist today! Con…
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How Do You Account For Asset Write-Downs?
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When an asset gets written down in value, how does that impact the financial statements? What happens when debt gets written down too? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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What does it mean for capital to be "working"? Today we unpack this concept, which is plays an important role in understanding the balance sheet, cash flow, and projecting cash flows in a DCF model. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.com…
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Can Shareholder's Equity be negative on the balance sheet? And if so, how? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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What happens when a company sells a product, and how are the financial statements impacted? We'll assume the product is sold for $20 and it costs $10 make. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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What happens to the financial statements when a company buys a factory with debt? We'll look at this scenario at Year 0, Year 1, and the end of Year 2 / start of Year 3. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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How do you account for changes in the financial statements when inventory increases by $10? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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How does accrued compensation work on the financial statements? Today we'll work through a simple problem to find out. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Walk Me Through $10 Of Depreciation
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Let's put our knowledge of financial statements and depreciation to work to solve a simple investment banking accounting question. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Depreciation and Amortization always seems like funny concepts to me, but now that I have studied them in more detail I understand why they exist. Today we'll go over the basics of what D&A actually are and why they matter. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.com…
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Connecting The Three Financial Statements
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We covered what the three financial statements are, and their most basic components. What how do they connect to each other? We'll cover some of the major connections between the three financial statements. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.com…
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Today we're talking about the fundamentals of the cash flow statement! (my personal favorite) For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Today we're covering the fundamentals of the Income Statement For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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It’s time for Day One. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Balance Sheet Fundamentals
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Today we explore the fundamentals of the balance sheet! For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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How to do final preparation before starting your internship! For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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A quick update on life, and where I’m interning this summer! For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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What are the different levels of responsibility of an investment banker? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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What types of banks exist in the U.S? Today we'll talk about three broad categories: Bulge Brackets Large Independents Smaller Independents Thanks for enjoying this episode via audio or on YouTube! For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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As Investment Bankers we certainly don't have to know the finer details of accounting - what we do have to know the basics! Here are some of the essential concepts we should know as investment bankers. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.com…
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What's the difference between a coverage and a product group at an investment bank? Today we'll learn the basics. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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From Non-Target To IB Success With Matthew Farquhar
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Matthew Farquhar started out as an undergrad in Canada trying to figure out how to break into Investment Banking. At first, it wasn't going well. Unanswered emails, coffee chats that went nowhere...not to mention he was coming from a "non-target" university. Fast forward several months, and he landed a prestigious Investment Banking internship in t…
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It's not enough to know your story and to know why you want to go into Investment Banking. It's important to have clarity about why you want to work for *a specific bank*. How do we answer this question? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.com…
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Today we answer the fundamental interview question "Why Investment Banking?" For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Tell Me About Yourself (The Pitch)
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Tell Me About Yourself - The Pitch! Quite possibility THE most important interview question. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Be An Asset Wherever You Go With Sandy Li
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Today we have a special episode of an interview with Sandy Li. Sandy is a Wharton alum, former investment banker, and recruiter. She currently works as an executive coach teaching important skills like executive presence and discovering your unique value proposition. I thoroughly enjoyed the conversation and have listened to this multiple times for…
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Five Reasons Not To Pursue Investment Banking
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Five Reasons Not To Pursue Investment Banking For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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What exactly is investment banking? For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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We're on YouTube now!! :) For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Quick update on the show For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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The State Of Investment Banking 2024
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The State Of Investment Banking 2024 For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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The Myth Of Accretion For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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How To Network At Events For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Determine valuation from precedent transactions For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Benchmark comparable deals For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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Some recent thoughts I've had as I've been learning the ins and outs of leveraged buyouts. For recruiting help, join the WSO Academy waitlist today! Contact: investmentbankinginsights@gmail.comAlex Mason tarafından oluşturuldu
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