Intercorporate Investments

CFA Level I Financial Reporting & Analysis · 4:11

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Lyrics

[Verse 1]
When you own some shares but not quite all
Twenty to fifty percent you hold
You've got significant influence to call
Equity method's the story told
Record at cost when you first invest
Then adjust for profits they make
Your share of earnings put to the test
Dividends reduce what's at stake

[Chorus]
Investment methods tell the tale
Equity, acquisition, joint venture trail
Twenty to fifty use equity way
Over fifty acquisition's the play
Fair value, goodwill, consolidate all
Different methods change the call
On your ratios standing tall

[Verse 2]
When you buy control over fifty percent
Acquisition method takes the stage
Purchase price gets fairly spent
Allocating assets page by page
Fair value everything you can see
Goodwill is what's left to pay
Non-controlling interest runs free
Consolidation's here to stay

[Chorus]
Investment methods tell the tale
Equity, acquisition, joint venture trail
Twenty to fifty use equity way
Over fifty acquisition's the play
Fair value, goodwill, consolidate all
Different methods change the call
On your ratios standing tall

[Bridge]
Joint ventures split the power
Fifty-fifty sharing hour
VIEs are special entities
Who controls the activities
If you bear the risks and gains
Consolidation still remains

[Verse 3]
Check for impairment every year
If carrying value's too high
Write it down when loss is clear
Cannot reverse so don't you cry
Financial ratios change their face
Different methods shift the view
ROA and leverage find their place
Depending on the method you choose

[Chorus]
Investment methods tell the tale
Equity, acquisition, joint venture trail
Twenty to fifty use equity way
Over fifty acquisition's the play
Fair value, goodwill, consolidate all
Different methods change the call
On your ratios standing tall

[Outro]
From twenty percent to full control
Each method plays its vital role
Intercorporate investments flow
Now you know which way to go

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