Robert Samuels, MFA

Robert Samuels got his start in music, sports, and entertainment, knowing little about finance and investments. After being offered stock options from the tech firm where he worked, he wanted to better understand the jargon. Soon, he taught himself the fundamentals of the stock market, and after several months, leveraged his newfound passion into a Masters of Liberal Arts in Finance from Harvard University. He has worked as a financial copywriter and business consultant for many industries, and has a diverse client base including CEOs, CFAs, private equity executives, venture capitalists, global investment firms, real estate agencies, marketing agencies, and publications.

Written by Robert

Feb 17, 2023

Convertible Securities

Convertible securities are financial instruments that can be exchanged for other types of tradable assets from the same issuer, typically shares of common stock.

Jan 13, 2023

Marketable Securities

Marketable securities are short-term assets that can be sold quickly and converted into cash. Here is an overview including examples and how they're used in formulas.

Dec 30, 2022

Gross Margin

Gross margin measures the percentage of revenue a company retains after deducting the costs of producing the goods or services it sells. Here's how to calculate it.

Dec 14, 2022

Shares Outstanding

Shares outstanding is a financial number that represents all the shares of a company’s stock that shareholders currently own. Here's how to find and use it.

Dec 7, 2022

Dividend Payout Ratio

The dividend payout ratio shows how much of a company’s net income goes to paying dividends. Here is a complete overview including how to calculate and use it.

Nov 28, 2022

Pretax Income

Pretax income refers to total income before taxes are deducted. It's commonly known as income before taxes, pretax profit, or earnings before taxes.

Nov 21, 2022

Selling, General, and Administrative (SG&A) Expenses

Selling, general, and administrative (SG&A) expenses are a company’s overhead costs for its day-to-day operations. Here is the definition, formula, and examples.

Nov 11, 2022

Research and Development (R&D)

Research and development (R&D) represents a company’s efforts to develop new products or improve existing offerings. Here's why it matters and how the R&D tax credit works.