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Economy & Finance Financial Ratios and Credit Risk: The Selection of Financial ...

1. Financial Ratios and Credit Risk: The Selection of Financial Ratio Covenants in Debt ContractsPeter R. W. Demerjian* Stephen M. Ross School of Business University of MichiganJanuary…

Documents Long Idea on CVEO

Sid Arora September 1, 2015 CVEO Long Thesis 1 âStarted from the bottom, now we here... â Recommendation: Long CVEO Price: $1.95 ($210M impl. market cap, 33% 15â UFCF…

Documents CVEO Investment Thesis - 11.18 Update.pdf

Sid Arora November 18, 2015 CVEO Long Thesis 1 Recommendation: Long CVEO Price: $2.05 ($220M impl. market cap, 32% 15â UFCF Yield, 0.4x TBV and 4.6x 15â EBITDA of $137M)…

Documents Mandatory IFRS Adoption

Electronic copy available at: http://ssrn.com/abstract=2278946 Mandatory IFRS adoption, fair value accounting and accounting information in debt contracts* Ray Ball The University…