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Financial Markets and Institutions

In the previous chapter, we established the basic building blocks of finance: money, value, and the key players within a firm. But these elements do not operate in a vacuum. They function within a vast and complex ecosystem of financial markets and institutions . This chapter provides a guided tour of this ecosystem, introducing the primary markets where securities are traded and the key institutions that make the financial world function. 2.1 S tock Markets Stock markets are perhaps the most visible and widely followed financial markets. They are the platforms where ownership in companies, in the form of shares or stock, is issued and traded. What They Are : A stock market is a centralized marketplace—physical or electronic—where buyers and sellers come together to trade shares of publiclyheld companies. These markets provide a regulated and transparent environment for price discovery. How They Function: Primary vs. Secondary Markets It is crucial to distinguish between two relate...
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The Basics of Principles of Finance

Welcome to the study of finance. Before we can explore the complexities of markets, valuation, and risk, we must first establish a solid understanding of the most fundamental building blocks. This chapter introduces the core concepts that underpin everything else: the nature of money , the basis of value, the role of key financial decision-makers, and the crucial distinction between finance and its close cousin, accounting. 1.1 An Overview on Money Money is so central to modern life that we rarely stop to consider what it actually is. It is not merely the coins in our pockets or the numbers on a screen; it is a profound social and economic technology. To understand finance, we must first understand the tool at its heart. The Three Core Functions of Money For anything to function effectively as money, it must fulfill three essential roles: A Medium of Exchange : This is money's primary function. It is what sellers generally accept and buyers generally use to pay for goods and ser...

Principles of Finance

Principles of Finance is a concise guide to the essential concepts that drive the financial world. From the basics of money and markets to valuing investments and managing risk, this booklet provides a clear foundation for understanding how financial decisions are made. Designed for easy learning, it equips readers with the tools to navigate the science of finance with confidence. Table of Contents Go to 👉 Chapter 1: The Basics An Overview on Money : A refresher on the nature, functions, and forms of money, building on its role as a medium of exchange , unit of account, and store of value. Principle of Relative Valuation : Introducing the idea that the value of any asset is determined by comparing it to the value of similar, benchmark assets. Role of a CFO and Finance Managers: Outlining the key responsibilities of financial leaders within an organization, from financial planning and raising capital to making investment decisions. Is Accounting and Finance One and the Same?: Cla...

The Value of a Risky Project

We have come a long way. We began by defining wealth and income, then traced the origins of money. We learned to value a risk-free project and built a toolkit for measuring risk. We even quantified the cost of risk . Now, we arrive at the culmination of our journey: determining the value of a risky project. This chapter synthesizes everything we have learned. It introduces the crucial distinction between diversifiable and irreducible risk , presents the final formula for Net Present Value under uncertainty, and explores the profound implications of this framework for understanding everything from corporate finance to the value of cryptocurrencies . 7.1 Only Irreducible Risk Has a Cost In Chapter 5, we learned about diversification . By combining projects that are not perfectly correlated, an investor can reduce overall portfolio risk. This process has a profound implication for the valuation of individual projects. Consider two types of risk associated with any project: Diversifia...

The Cost and the Benefit of Risk

In the previous chapter, we developed the tools to calculate and measure risk. We learned about probability distributions , expected values , covariance , and the power of diversification . But we left a critical question unanswered: what is the cost of risk ? We stated that investors are risk-averse and require a risk premium , but we did not quantify it. This chapter tackles that challenge head-on. We will explore how to calculate the cost of risk, examine common mistakes in doing so, and finally, consider the other side of the coin: the potential benefit that risk can bring. 6.1 The Cost of Risk The cost of risk is not a physical cost like a raw material or a wage. It is an opportunity cost. It represents what investors give up, or the extra return they demand, to bear uncertainty. To understand this, imagine two projects: Project A: A risk-free bond that guarantees a return of €100 in one year. Project B: A risky venture with an expected return of €100 in one year, but with a...