Segment Build-up & Sensitivity Modeling

Last 10 posts

including inflation in the model
Hi, when projecting a listed company for long short funds so I guess you won't have access to management unless through participating in earnings call, 1. How do you include inflation in the model? Is this at both the revenue and costs side? Is it necessary to do that? Not sure if listed companies... Read More
Go to post added 6 years ago
Auto Fill Right
How is the macro (Ctrl+Shift+Alt+R) different from the built-in fill right (Ctrl+R)?
Go to post added 8 years ago
Seg/rev build up questions
I (noticed and) believe that Segment (Revenue) Buildup videos are provided/shown twice in Package 3 (which are basically the same), for the repetition learning process / and also module-video organization nature? Also regarding the Segment Build videos, I believe Net International Sales = Internati... Read More
Go to post added 10 years ago
Thoughts after going through package3 (advanced modeling)
Hello i just finished package 3 and I have following thoughts: 1) In the third case of segment build-up session, I notice your projection puts depreciation aside of COGS and SG&A. Actually in accounting, depreciation is partly included in COGS and partly in SG&A. Hence it's not very much cl... Read More
Go to post added 10 years ago
Growth Initiatives Bolt On
In the final video of Package 3, Hamilton says that a discussion on "Growth Initiatives is coming up next". But there is no other video. Where do I find the discussion Growth Initiatives?
Go to post added 10 years ago