Questions tagged [equity]
The equity tag has no usage guidance.
0
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1answer
115 views
Can ETF be inefficient?
For ETF, it seems the price is determined by ask/bid and trading price.
Can it be inefficient, that the trading price deviates from the underlying tracked index?
For example, intentionally buy and ...
6
votes
2answers
282 views
What are the most common partner equity distribution for startups?
Background
I'm doing some due diligence regarding a US registered (Delaware C-corp) tech startup in Europe, where the founders are located and living in the EU. Although the business idea is very ...
7
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2answers
1k views
Why are goodwill impairments on the statement of cash-flows of GE?
Consider the General Electrics 10-K report for 2018. In the statement of cash flows they report 22,136 million of cash gains attributed to (apparently positive) goodwill impairment in the value of ...
0
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1answer
108 views
How many days into the process of a home equity loan application can I cancel the loan?
We are considering taking out a home equity loan for construction before our permit application is approved. It's almost guaranteed at this point but there is always chance it may not be approved. ...
2
votes
1answer
85 views
Equity vs Stock options?
I am a co-founder of a startup in the UK, the other co-founder wants to give me options instead of % equity because he believes when I eventually exit I will pay less tax and the company will too and ...
1
vote
3answers
121 views
Start-up co-founder Equity vs Salary
What is the best option?
I have been asked to work in a high position as co-founder of a startup for 5% equity and $40k salary - this requires over 40 hours of work(hard grind) etc as any position ...
1
vote
1answer
200 views
How to interpret equity
I understand Equity to be "Net Worth", as calculated by Assets - Liabilities. I also understand the "Expanded Fundamental Accounting Equation" to be
Assets + Expenses = Liabilities + Equity + Income
...
1
vote
2answers
114 views
Change in equity in a company
I'm very new to being a shareholder in a business and know nothing of the financial side because I am just a shareholder and not allowed to view the accounts etc. Long story short my % in the company (...
0
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1answer
109 views
How is the “Hurdle Rate” of the Hedge Fund determined?
I understand that "High Water Mark" is the highest NAV value that the Hedge Fund has ever reached, and therefore, the threshold NAV value of the Hedge Fund in question needed in order for the Hedge ...
0
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2answers
89 views
Splitting home equity with family, both family members on the loan, one brought in more down
In CA, how is it approached when 2 parties enter a loan to purchase a home then either want to sell and split ways or sell and move together.
The issue: Party A brought 35% equity into the new loan, ...
2
votes
2answers
426 views
should I pay off 401k loan while the market is crashing?
I have an outstanding 401k loan for 33k at 5.5%. I wanted to pay it off so not to lose out on the investment opportunity. HOWEVER, the market is crashing and my last quarter 2018 401k statement ...
0
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3answers
47 views
Cross listing question with example
I would like to ask how it is possible that the company traded on two different exchanges has a totally different stock price.
For example: Avast Plc (AVST.L) on London Exchange
and Avast Plc (AVST....
15
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5answers
5k views
What does “Home Equity” do for me?
My wife and I are considering buying a home soon - some of the major reasons are personal, such as being able to perform repairs and updates to the property, and having the security and peace of mind ...
3
votes
1answer
128 views
What is the meaning of ^ symbol for SPX
I've seen symbols SPX and ^SPX, is there any significance for the symbol "^"?
5
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2answers
2k views
What does it mean to take equity and get a board seat?
In this article from Forbes:
500 Startups recently took in equity from Abu Dhabi Financial Group, giving the firm one of its only two board seats.
What exactly does it mean to take in equity from ...
3
votes
1answer
128 views
What motivates Revlon's negative sharedholder's equity?
I am looking at Revlon's 10K and see stockholder's equity is negative.What motivates Revlon's negative stockholder equity? Why does it make sense for them to operate like this?
1
vote
2answers
163 views
When should one book profit in investing? [closed]
I would like to know if there is any theory/strategy behind booking profits when it comes to investing?
Many times I have observed the stocks rallied 20-40% in the span of 2-4 months. Since I am ...
1
vote
3answers
103 views
What are some strategies for profitable buying of naked options (call / put)?
I prefer naked options of the index and stocks for obvious reasons. I would like to know some strategies to remain profitable with it.
Note: I choose first out the money (strike price) option ...
0
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1answer
99 views
What is the value of these phantom units?
The wording of this paragraph is not clear to me. Does the value of the Phantom Units equate to 0.25% of the FMV, or do they equate to 0.25% of 10% of full FMV?
The number of Phantom Units granted ...
2
votes
1answer
123 views
Need help negotiating a salary agreement with my boss [closed]
I'm a college student who is interning at a startup company. My job as an intern is to help redesign and launch an app, so that it runs on Android as well as iOS. When I signed up for the job I was ...
16
votes
3answers
3k views
How to compute worth of my equity?
I am a newly appointed consultant to a startup. I work in another organization which forbids me to receive any salary for being a consultant. However, I am allowed to have an equity.
The startup ...
3
votes
1answer
119 views
UK Tax Return: how to compile it if I have restricted equity granted by my employer
This year I will have to compile my first tax return. I have received the equivalent of 5,000 GBP in restricted stock of the Company I work for.
I have already sold these shares and I know that I ...
0
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2answers
475 views
I want 100% of my currently failing startup. How should I approach this?
4 months ago I officially launched a company with my friend (big mistake I know - live and learn). We are 50/50 partners. He put in $3000 at the beginning because I spent well over a year out of work ...
2
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1answer
1k views
As a technical co-founder, how much equity should I be asking for? Is 20% unreasonable with a 144k salary? [closed]
I am joining a few months before VC pitches. I’m coming on board as CTO and will receive 3% equity vested over 4 years as well as 144k annual salary once the funding goes through. The requirement is ...
2
votes
1answer
311 views
I am a co-founder departing from a startup with debt, should I cover a portion of the debt on exit? [closed]
I'm a minority partner in an e-commerce startup, now departing due to personal reasons after being with the team for a couple of years.
Founders agreement has a clearly outlined 4-year vesting ...
-1
votes
1answer
672 views
How to find net income/loss of a company based on equity along with owner's investment/withdrawals? [closed]
We know that net income/loss is found by this equation:
Net income/loss = Revenues - Expenses
But what if both revenue and expense statements are unknown? I have the following information of the ...
2
votes
2answers
75 views
In what situation would dilution be pursued by non-founders
A VC seeds a Pre-Seed startup (the status label then change from Pre to Post-Seed). As I understand it, stakeholder objectives include maximizing value (100% of zero is nothing and 20% of $10M is ...
1
vote
1answer
66 views
S-Corps and owner draws: Are draws tied to equity shares?
A friend of mine is involved with an organization as an employee but also owns a 5% equity stake in the organization.
The organization is a S-corp. They want to pay 5 members an equal owner draw ...
1
vote
1answer
104 views
J1 visa and holding equity in a non-US startup
I hold equity in a start-up based in Singapore as one of its technical advisers on its board. I am not a co-founder, investor or an employee of the company. I do not receive any salary. I am an Indian ...
0
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4answers
196 views
Is investing this time in a startup worth it? [closed]
I have an opportunity that involves building a mobile application that basically improves a food industry process.
This application has a very good idea, but it is rather hard to implement, so the ...
2
votes
1answer
3k views
Does the pattern day trader rule apply to non-US citizens?
The Securities and Exchange Commission website says "FINRA rules define a “pattern day trader” as any customer who executes four or more “day trades” within five business days, provided that the ...
1
vote
0answers
40 views
Meaning of negative stockholder equity [duplicate]
In McDonald's 2016 annual report Balance Sheet, it shows Total Liabilities is greater than Total Assets. So it's Total Stockholder's Equity appears to be negative, with these fields reported as ...
1
vote
1answer
330 views
Canada startup employee equity taxes for stock taken in lieu of a salary?
I am an early employee at a startup, and I took a large equity stake in-lieu of salary.
I expect that Canada Revenue Agency taxes this as income when the shares are sold. So in the year the company ...
0
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1answer
53 views
Home equity split when one partner is not on the deed
2 people buy a home. Both are on the mortgage but only one is on the deed. 5 years later the house is refinanced and now both are on the deed and mortgage. One year later one walks away and for the ...
0
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2answers
112 views
Precedent and models for 100% equity available via initial offering?
In consideration of the most ethical distribution of shares for a startup business (via a public, initial investment event ie- IPO, ICO, or 'crowd-equity-fundraiser') the following occurred to me.
...
0
votes
1answer
237 views
How do I calculate Return on Equity using moneycontrol data?
I am just starting with the stock market and I find the terms in books/tutorials not exactly matching with the balance sheet values. I am trying to calculate Return on equity= Net Income/Avg ...
0
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1answer
141 views
Where to find stock stochastic oscillator? [closed]
Any someone recommend a good site to find reliable stochastic oscillator graphs? I have looked up online and couldn't find any good reliable source. Stochastic Oscillator can be very useful to find ...
-1
votes
4answers
198 views
How to acquire assets without buying them? [closed]
A friend named Bob told me that he knows a guy who owns a shopping mall. I asked him how his friend owns this shopping mall, but he doesn't know how. How does one just own a shopping mall?
I've been ...
2
votes
4answers
509 views
which types of investments should be choosen for 401k at early 20's?
I am choosing my 401(k) investment options from my company. I am seeing alot of recommendations in stack exchange that at a young age, one should allocate money towards stocks. However in the 401(k) ...
0
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2answers
95 views
Can commercial banks become holders of other companies?
For example, is it possible for banks like Bank of America to become a shareholder of another commercial company, say Facebook.
2
votes
1answer
267 views
Borrow money to invest in a business venture with equity?
Is it generally considered a financially-sound thing to do for one to borrow money to invest in a business venture, which may not be their own? For example, Jane borrows $50K to put in to a startup ...
1
vote
0answers
27 views
Tracking Equity Portfolio on Morningstar
I am tracking my equity portfoilio using morningstar.
However, roughly once a month my platform sells of some of my holdings to pay for platform fees.
How can I log this information into morningstar ...
0
votes
2answers
710 views
What are “trailing 12-month total returns”?
In a blog post about momentum strategy, I have read the sentence
At the end of each month, compare the trailing 12-month total returns
of U.S. and foreign stock markets.
What exactly are "...
1
vote
2answers
72 views
Borrowing share with a covered call for short?
I was wondering if I could increase the premium from my long term hold by providing them to my broker as a short sale stocks?
My main question is that are there any implication on the fact that I ...
2
votes
1answer
53 views
Is income made from purchasing equity in a partnership tax-deductible?
I own a business incorporated as an LLC in the US.
I'm working out a partnership deal in our operating agreement which allows selected individuals to invest into the partnership (become members of ...
0
votes
2answers
518 views
When and why is it smarter to lose equity over taking on a royalty?
I watch Shark Tank and very often find that people, when faced with either exchanging equity for capital, or keeping their equity and paying a royalty on product sales, very often (almost always) ...
0
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2answers
59 views
Find the tick increment value of an equity
Is there any resource containing the tick increment values of NASDAQ/NYSE equities (.0001, .01, .05), or way to programmatically determine it (rule or formula) ?
0
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2answers
125 views
Is equity research from large banks reliable?
I have access to some deep financial analysis from a large bank, on equity. Since I know nothing in this field, but I'd still like to invest my money, I was about to follow their different advices on ...
0
votes
1answer
93 views
What options do I have when trading in lease with equity?
We leased a 2014 Honda Odyssey Touring-Elite in the U.S., and will be maturing our lease with right at the agreed mileage (36,000). We signed our lease with an estimated residual value of $23,000 -- ...
2
votes
4answers
397 views
value of guaranteeing a business loan
I am a co-founder in a small business that has a number of investors. We are looking at doing an expansion that includes an capital raise and a SBA loan. The loan is roughly 5 times larger than the ...
