I go over some very basic data aggregation in Python and writing that to Excel

I go over valuations in a very heuristic manner here because, while frameworks and checklists are useful and perhaps even necessary in the investment space, approaching investments and forecasts from a first principles perspective is what allows us to make good, unique investments.

I would just like to that it does a good job of going over a broad range of topics. There are a lot of methods and for someone fairly new, this is probably fine. I do have some problems though.

Here is a video going over finding the standard deviation of an asset portfolio in Excel and explaining the use of MMULT and TRANSPOSE functions in portfolio analysis.

You may be scratching your head- we know bubbles exist; but maybe they don't or perhaps they need to be redefined?

Its impossible to have perfect foresight into these issues: Will the Trump administration reverse course? Will the effect be small or large for an individual business? When exactly will the period of stagflation occur, if it does occur? Generally, we expect stagflation to occur though and I'd recommend your team develop preparations contingent on cases of varying magnitude to cover a variety of expected scenarios

For what the book is trying to accomplish and the time period, this is great and the fundamental premise is relatively straightforward: the previous generation of finance saw normal human behaviors as irrational.

Lower interest rates prompt more lending, and lending creates money, which leads to inflation (currency supply goes up, reducing demand per unit of supply, pushing currency value down).

Some of the findings are unsurprising: education of management is significantly correlated with improved LBO returns, buyout success depends on vintage year, IPO exits deliver the highest returns, and so on. However, some of the findings feel very surprising to read

I write a bit about some more advanced graphing ideas in Excel

Analysts should consider themselves to have a duty to deliver on insights that don't just parrot the prevailing market opinion, but reflect their own professional views.

These signs are to assess the chance of accounting malfeasance and are not necessarily the same checks you would use in a financial health assessment.

Today, I'm going over some basic Excel graphing, we'll do some more complicated stuff later. I'd recommend that, if you're completely new to Excel, spend some time with the menus where you find these features.

I'm going to run through how to create a simple financial model for startups in Excel.

I will go over the Dave Berkus valuation method (DBM), which is a pretty straightforward method for valuing pre-revenue startup companies.

I go through a discounted cash flow (DCF) model for Moderna

Data tables in Excel are basically simple, multi-modal inserts that can allow you to filter and sort through data (press the downward arrows on the table header). Download our short data tables Excel sheet.

I discuss annuity and depreciation calculations in Excel

Trump has been cutting the FDIC, its bad but how bad?

I discuss how businesses should think about adjustments to increase revenue generation