L1 - JN - Corporate Issuers 2024 V1

2024
Corporate Issuers
V1
Note: Juice notes update monthly; download the latest version at www.ﬁntreeindia.com
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Corporate Issuers
LM No. Name of Reading Page No.
1 Organizational Forms, Corporate Issuer Features, and Ownership
2 Investors and Other Stakeholders
3 Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits
4 Working Capital and Liquidity
5 Capital Investments and Capital Allocation
6 Capital Structure
7 Business Models
Organizational Forms, Corporate Issuer Features, and Ownership

FinTree Fruit 1 : Organizational Forms of Businesses
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FinTree Fruit 2 : Business Liability
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FinTree Fruit 3 : Publicly vs. Privately Owned Corporate Issuers
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FinTree Fruit 4 : Life cycle stages

Investors and Other Stakeholders

FinTree Fruit 1 : Financial Claims of Lenders and Shareholders
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FinTree Fruit 2 : Corporate governance

FinTree Fruit 3 : Corporate Stakeholders
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FinTree Fruit 4 : Corporate ESG Considerations

FinTree Fruit 5 : Usage of ESG in investment analysis
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Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

FinTree Fruit 1 : Stakeholder Conflicts
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FinTree Fruit 2 : Stakeholder Management

FinTree Fruit 3 : Shareholder Mechanisms
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FinTree Fruit 4 : Board and Management Mechanisms
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FinTree Fruit 5 : Corporate Governance Risks and Benefits

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FinTree Fruit 6 : Factors relevant to the analysis of CG

Working Capital and Liquidity

FinTree Fruit 1 : Ratios & Cash Conversion Cycle
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FinTree Fruit 2 : Liquidity

FinTree Fruit 3 : Managing Working Capital and Liquidity
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FinTree Fruit 4 : Short-Term Funding

Capital Investments and Capital Allocation

FinTree Fruit 1 : Capital Investments
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FinTree Fruit 2 : Capital Allocation
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FinTree Fruit 3 : Expected relation
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FinTree Fruit 4 : Capital Allocation Pitfalls

FinTree Fruit 5 : Real Options
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Capital Structure
FinTree Fruit 1 : The Cost of Capital
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FinTree Fruit 2 : Impact of taxes on cost of capital
FinTree Fruit 3 : The Cost of Debt

FinTree Fruit 4 : The Cost of Preferred Stock
FinTree Fruit 5 : The Cost of Equity
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FinTree Fruit 6 : Floatation cost

FinTree Fruit 7 : Factors Affecting Capital Structure
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FinTree Fruit 8 : Factors Affecting Capital Structure Decisions

FinTree Fruit 9 : Modigliani–Miller Capital Structure Propositions
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FinTree Fruit 10 : Cost of Financial Distress

FinTree Fruit 11 : Optimal Capital Structure
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Asymmetric Information:
• Information Advantage for Management

• Investor Demand for Higher Returns
• Signaling Model Influencing Investor Perceptions
• Skepticism with Public Equity Offerings
• Close Monitoring of Managerial Behavior by Investors
Pecking Order Theory:
• Financing Hierarchy Preference

• Skepticism with Public Equity, Favoring Internal and Private Debt Financing
• Negative Investor Perception with Equity Issuance
• Costly Signals Associated with Debt Issuance
• Preferential Use of Internal Funds
Free Cash Flow Hypothesis:
• Disciplining Effect of Higher Debt Levels

• Efficient Company Management for Interest and Principal Payments
• Jensen's Hypothesis: Preventing Excessive Free Cash Flow
• Reduced Agency Costs with Increased Debt
• Discipline in Cash Utilization Aligning with Shareholder Interests
Business Models
FinTree Fruit 1 : Business Model Types
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FinTree Fruit 2 : Defining the Business Model

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FinTree Fruit 3 : Business Model Variations, Innovation, Network Effects and Platform Business Models
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FinTree Fruit 4 : Business & financial risks

FinTree Fruit 5 : Components of Leverage
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CFA® Level I JuiceNotes 2024
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2024

Organizational Forms, Corporate Issuer Features, and Ownership

FinTree Fruit 2 : Business Liability

FinTree Fruit 3 : Publicly vs. Privately Owned Corporate Issuers

FinTree Fruit 4 : Life cycle stages

Investors and Other Stakeholders

FinTree Fruit 2 : Corporate governance

FinTree Fruit 3 : Corporate Stakeholders

FinTree Fruit 4 : Corporate ESG Considerations

FinTree Fruit 5 : Usage of ESG in investment analysis

Corporate Governance: Conflicts, Mechanisms, Risks, and Benefits

FinTree Fruit 2 : Stakeholder Management

FinTree Fruit 3 : Shareholder Mechanisms

FinTree Fruit 5 : Corporate Governance Risks and Benefits

FinTree Fruit 6 : Factors relevant to the analysis of CG

Working Capital and Liquidity

FinTree Fruit 2 : Liquidity

FinTree Fruit 3 : Managing Working Capital and Liquidity

FinTree Fruit 4 : Short-Term Funding

Capital Investments and Capital Allocation

FinTree Fruit 2 : Capital Allocation

FinTree Fruit 3 : Expected relation

FinTree Fruit 4 : Capital Allocation Pitfalls

FinTree Fruit 5 : Real Options

FinTree Fruit 2 : Impact of taxes on cost of capital

FinTree Fruit 3 : The Cost of Debt

FinTree Fruit 4 : The Cost of Preferred Stock

FinTree Fruit 5 : The Cost of Equity

FinTree Fruit 6 : Floatation cost

FinTree Fruit 7 : Factors Affecting Capital Structure

FinTree Fruit 8 : Factors Affecting Capital Structure Decisions

FinTree Fruit 9 : Modigliani–Miller Capital Structure Propositions

FinTree Fruit 10 : Cost of Financial Distress

FinTree Fruit 11 : Optimal Capital Structure

• Information Advantage for Management

Pecking Order Theory:

• Financing Hierarchy Preference

Free Cash Flow Hypothesis:

• Disciplining Effect of Higher Debt Levels

FinTree Fruit 2 : Defining the Business Model

FinTree Fruit 4 : Business & financial risks

FinTree Fruit 5 : Components of Leverage

For more information related to FinTree, kindly scan the QR code.

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