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Zhe Li
Zhe Li an IT Finance & AI blogger
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Category Archives: Equity

The Functions of the Financial System

Business, CFA Level 1, EquityBy Zhe27 December 2025Leave a comment

The financial system includes markets and various financial intermediaries that help transfer financial assets, real assets, and financial risks in various forms from one entity to another, from one place to another, and from one point in time to another. These transfers take place whenever someone exchanges one asset or financial contract for another. The…

The Forecast Horizon and Long-Term Forecasting

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

Modelling Inflation and Deflation

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

The Impact of Competitive Factors in Prices and Costs

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

Behavioral Finance and Analyst Forcasts

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

Building a Financial Statement Model

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

Model Building and Forecasting

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

Industry-Specific Financial Ratios

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

DuPont Analysis — The Decomposition of ROE

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment

Decomposition of ROE is sometimes referred to as DuPont analysis because it was developed originally at that company. Decomposing ROE involves expressing the basic ratio (i.e., net income divided by average shareholders’ equity) as the product of component ratios. Because each of these component ratios is an indicator of a distinct aspect of a company’s performance…

Intergrated Financial Ratio Analysis

Business, CFA Level 1, EquityBy Zhe25 December 2025Leave a comment
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