Perspectives
Foros periodically publishes Perspectives on topical issues common to companies to provoke thought and discussion. We welcome your feedback here.
Mission StatementForos Perspectives is an analytical publication that dissects, explains, and critiques the nuts and bolts of the merger business. Our goal is to shed light on an opaque world, challenge conventional wisdom and provoke thought and discussion. Though Foros Perspectives is not a part of the Foros advisory business, we strive to have our public voice mirror the quality and integrity of our counsel in our advisory business.
M&A Markets Remain Soft in the Wake of the Pandemic
Headlines about the Strength of U.S. M&A are Plain Wrong
Read More >M&A in Lockdown
M&A Has Been Nonexistent the Past 2 Months but the Public Markets are Strong. What Gives?
Read MoreBusiness Forecasting in Uncertain Times: The Importance of Scenario Planning
18 Months On, Revisiting Foros Perspectives on Distribution of Potential Financial Outcomes
Read MoreTrump Era U.S. Stock Market Appreciation is all about MAGA, but not the Trump MAGA
Review of S&P 500 Performance Indicates the Bulk of the Appreciation Since Trump Became President is Attributable to the Return of Four Stocks: Microsoft, Apple, Google and Amazon.
Read MoreEquity Return Expectations
Heads-Up to CEOs – Producing a Stock Price Total Return that Tracks Your Cost of Equity is a Coin Toss
Read MoreLeveraged Recap: Too good to be true?
A Leveraged Recap enhances returns to continuing shareholders, but it also increases financial risks for them and its benefits are less compelling when evaluated through the lens of all shareholders.
Read MoreValuing Software Companies in the Changing GAAP Environment – Focus on Cash Flow
Increased Quarterly Income Statement Volatility Under ASC 606 for Software Companies Should Lead to a Reversion Towards Fundamental Cash Flow Based Valuations
Read MoreWinding Up to Wind Down
Some companies who choose to close up shop rather than reach for growth can return more value to shareholders.
Read MoreMusk’s Lesson for Redstone
Overlapping insider ownership in merging companies raises questions that should be proactively addressed
Read MoreRedefining Value in Tech
How Micro Focus bested Facebook in shareholder return with modest revenue growth
Read MoreWhen It Pays to Pay Taxes
U.S. Companies Would Be Better Off Repatriating Excess Offshore Cash
Read MoreBusting the Tech IPO Myth
Post-2009 U.S. Tech IPOs Had Negative Returns Relative to Market
Read More