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Understanding SEC Form S-1 vs. F-1: A Guide for Investors
As an investor, it's crucial to understand the different types of registration statements companies file with the U.S. Securities and...
May 20, 20244 min read


Understanding Annuities
An annuity is a financial product that provides a stream of periodic income payments, typically over the course of a person's retirement...
May 19, 20244 min read


Setting Up Pre-Arranged Trading Plans as a Corporate Insider
Corporate insiders such as executives, directors, and employees often have access to material non-public information about their...
May 18, 20244 min read


Understanding Blackout Periods: What Investors Need to Know
Blackout periods refer to specific timeframes when company insiders, such as executives, directors, and employees, are prohibited from...
May 17, 20243 min read


At-the-Market (ATM) Equity Offerings: A Flexible Financing Tool for Companies
For publicly traded companies looking to raise capital, At-the-Market (ATM) equity offerings have become an increasingly popular...
May 16, 20243 min read


The Hurdle Rate: A Crucial Metric for Investment Decisions
As an investor, one of the key metrics you need to evaluate is the hurdle rate. The hurdle rate, also known as the required rate of return or bogey, represents the minimum acceptable rate of return on an investment opportunity . It serves as a benchmark for determining whether a potential investment is worth pursuing or not. Understanding and calculating the hurdle rate is crucial for making informed investment decisions and ensuring that your investments align with your ri
May 15, 20245 min read


Shelf Offerings: A Flexible Fundraising Tool for Companies
For publicly-traded companies looking to raise capital, shelf offerings provide a convenient and flexible method to access the securities...
May 14, 20243 min read


What are Warrants and Why Do Companies Issue Them?
Warrants are derivative securities that give the holder the right, but not the obligation, to buy a certain number of shares of a...
May 13, 20243 min read
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