“Pitch me a stock. What is your variant view? What are the catalysts?”

“Is negative net working capital always bad?”

“Walk me through a $100 CapEx purchase financed with debt — impact on all three statements.”

“When is a DCF not an appropriate valuation methodology?”

“How does a change in depreciation flow through all three statements?”

“What are the key value drivers in an LBO?”

“How does the closure of the Strait of Hormuz affect valuations?”

“When should R&D be capitalized?”

“Company has $100m EBITDA at 10x, $400m revolver, $200m unsecured. Equity value?”

“What are the key differences between Chapter 7 and Chapter 11 bankruptcy?”

“A: 10 shares at $25, NI $10. B: 6 shares, NI $10, price $150. 100% stock deal. Pro forma EPS?”

“PE buys Co Y: 10x on $140 EBITDA, 60% debt; exits 9x on $200, repays $440. MOIC/IRR?”

“Pitch me a stock. What is your variant view? What are the catalysts?”

“Is negative net working capital always bad?”

“Walk me through a $100 CapEx purchase financed with debt — impact on all three statements.”

“When is a DCF not an appropriate valuation methodology?”

“How does a change in depreciation flow through all three statements?”

“What are the key value drivers in an LBO?”

“How does the closure of the Strait of Hormuz affect valuations?”

“When should R&D be capitalized?”

“Company has $100m EBITDA at 10x, $400m revolver, $200m unsecured. Equity value?”

“What are the key differences between Chapter 7 and Chapter 11 bankruptcy?”

“A: 10 shares at $25, NI $10. B: 6 shares, NI $10, price $150. 100% stock deal. Pro forma EPS?”

“PE buys Co Y: 10x on $140 EBITDA, 60% debt; exits 9x on $200, repays $440. MOIC/IRR?”