Posts by: Guest 1
RE: TEV and negative net debt clarification
Using TEV as a starting point versus equity value is something I found to be especially useful from your session yesterday. I'm not accustomed to using TEV and so I'm perhaps slower than I should be in picking up the nuances of it. I thing I got your point though. It just seems counter intuit... Read More
Using TEV as a starting point versus equity value is something I found to be especially useful from your session yesterday. I'm not accustomed to using TEV and so I'm perhaps slower than I should be in picking up the nuances of it. I thing I got your point though. It just seems counter intuit... Read More
Complex Comps - SHLD - EPS before vs after acctng change
In the video for SHLD, it is stated that we should use the pro-forma diluted eps before accounting change instead of after. Why is that? I would have actually thought the opposite.
Thanks.
In the video for SHLD, it is stated that we should use the pro-forma diluted eps before accounting change instead of after. Why is that? I would have actually thought the opposite.
Thanks.
Revenue Sensitivity
I am trying to set up a sensitivity toggle for price points of a particular product. Basically, I have a min and max for the range of the price and I'd like to have three different scenarios which switch between the min, max and average. What is the best way to set this up without using a bunch of I... Read More
I am trying to set up a sensitivity toggle for price points of a particular product. Basically, I have a min and max for the range of the price and I'd like to have three different scenarios which switch between the min, max and average. What is the best way to set this up without using a bunch of I... Read More
Saving macros across workbooks in 2007
Can I save a "startup file" for Excel 2007 that would have my personal macros just like you did for 2003? I tried to follow along, but there is no customizing or adding toolbars in 2007 according to Help. If I save an Excel workbook with my saved macros in the same location as I saved the ... Read More
Can I save a "startup file" for Excel 2007 that would have my personal macros just like you did for 2003? I tried to follow along, but there is no customizing or adding toolbars in 2007 according to Help. If I save an Excel workbook with my saved macros in the same location as I saved the ... Read More
RE: LBO enhanced model question
It's the BS issue that still confuses me. Asset purchase deals (like this one) mean we buy the company without the debt. How do I "find the balancer"? If I simply subtract the existing debt and add the new deal debt in the BS adjustments how can I be sure to have the BS balance? This seems like a re... Read More
It's the BS issue that still confuses me. Asset purchase deals (like this one) mean we buy the company without the debt. How do I "find the balancer"? If I simply subtract the existing debt and add the new deal debt in the BS adjustments how can I be sure to have the BS balance? This seems like a re... Read More
Enhancements to the core model - Part II tax schedule
Hi,
In the last step of the tax schedule, I understand that we need to go the CF statement and make changes. I just want to make it clear that do we treat the change in DTA and DTL as part of change in wokring capital in the CFO?
Thank you.
Hi,
In the last step of the tax schedule, I understand that we need to go the CF statement and make changes. I just want to make it clear that do we treat the change in DTA and DTL as part of change in wokring capital in the CFO?
Thank you.
Re: Advanced Excel for Data Analysis--newer version?
I find these courses to be very informative--and I recommend them with a caveat... it sure would be helpful for them to be taught in a current version. I am having a similar problem with the "Macros" section. Is there any plan to re-record? There are others in my company that would benefit... Read More
I find these courses to be very informative--and I recommend them with a caveat... it sure would be helpful for them to be taught in a current version. I am having a similar problem with the "Macros" section. Is there any plan to re-record? There are others in my company that would benefit... Read More
RE: LBO enhanced model question
A couple of follow-up questions re the model, now that I have modified it to fit my LBO via asset purchase deal (no existing debt acquired) closing 8/30/08: a) Below you assert that such a deal structure creates no GW, but it does (as per a Partner at a major PE firm). I'm confused as to your ... Read More
A couple of follow-up questions re the model, now that I have modified it to fit my LBO via asset purchase deal (no existing debt acquired) closing 8/30/08: a) Below you assert that such a deal structure creates no GW, but it does (as per a Partner at a major PE firm). I'm confused as to your ... Read More
Re: Enhancements to the core model - Part II tax schedule
Thank you for your reply.
Then we will include some non cash items in CFO?
Thank you for your reply.
Then we will include some non cash items in CFO?
Thanks! It is still confusing to me because: a) the company doesn't pay dividend on common stocks. So even it says "shares of unvested restricted stock have the non-forfeitable right to receive dividends on an equal basis with other outstanding common stock", those unvested restricted st... Thanks!
It is still confusing to me because:
a) the company doesn't pay dividend on common stocks. So even it says "shares of unvested restricted stock have the non-forfeitable right to receive dividends on an equal basis with other outstanding common stock", those unvested restricted stock would not receive dividend right?
b) "undistributed earnings allocated to participating securities" is reduced from net income in both basic and diluted EPS calculation. However, the value of the undistributed earning is different in basic EPS calculation than diluted EPS calculation. (http://files.shareholder.com/downloads/ ... filing.pdf)
Really appreciate your help!! Read More