CFS

How to View the Stock Market

  • by

As an institutional investor, I view the stock market differently than other investors. A true investor doesn’t see a stock, they see a company that they can co-own. The Stock market is a place where company ownership is exchanged in pieces as shares—stocks are real companies. These companies were started by dreamers who wanted to change the world; this little difference changes everything for me. Viewing shares of stock as… Read More »How to View the Stock Market

Hidden Treasure

  • by

By: Jonathan Primo Fuego Galicia, CFO of CFS I remember coming across an incredible article in 1987 about a rock collector named Rob Cutshaw. He owned a little roadside shop outside Andrews, North Carolina. Cutshaw hunted for rocks on the weekends and would then sell these rocks to other collectors or jewel makers. He knew enough about most rocks to decide which ones to pick up and sell, but he… Read More »Hidden Treasure

Thesis vs. Incentive

  • by

The general approach to investing is thesis-driven. Thesis investing consists of a product or service that is commercialized for the marketplace. Conversely, incentive investing is based on established rules and laws that meet a particular need for the public. What happens when the product or service doesn’t commercialize into revenue? How do you make money? One way a company could make money is by integrating the preexisting tradeline with additional… Read More »Thesis vs. Incentive

New Associate!

  • by

We are excited to share the news that Alfonzo Shade is joining Cash Flow Stewardship, Inc. as a financial analyst. Alfonzo has an amazing track record in management and a well-earned reputation in the healthcare industry. Now, with more than fifteen years of leadership experience, Alfonzo has decided to join our growing and dynamic company. Alfonzo will play an essential role in moving our firm forward, and we are incredibly… Read More »New Associate!

Financial Structuring For Startups

  • by

Building a financial structure is quite simple, and is often dismissed at inception. Lots of entrepreneurs choose to structure their finances based on estimates. This is incorrect. Financial Structures are created from real numbers. I will provide three reasons why early-stage companies need financial structures: Planned Funding — Most startups raise capital to misspend on operational expenses or inventory. This is called a cash burn. There’s an excellent chance cost… Read More »Financial Structuring For Startups

“CFS” opens its Omaha office in the Enterprise Center.

  • by

Date: January 22, 2020 Omaha, Nebraska – Omaha Operations CFS Ventures and Consulting is pleased to announce that the Consulting service division has officially opened its offices in Omaha, Nebraska, in Enterprise Center on this date, November 1, 2019. CFS office will be the center of investment operations in the Midwest and will also serve as a resource center for entrepreneurs and startup companies throughout the Midwest. The CFS Office… Read More »“CFS” opens its Omaha office in the Enterprise Center.