Really liked this post. I like Excel models, but I'm definitely working hard to become more and more focused on the underlying business in almost any long-term long pitch.
I also think it's good to confront some of the "I model 2% growth..." forecasts with a simple "why?" Good investors have thought-thru answers.
Really liked this post. I like Excel models, but I'm definitely working hard to become more and more focused on the underlying business in almost any long-term long pitch.
I also think it's good to confront some of the "I model 2% growth..." forecasts with a simple "why?" Good investors have thought-thru answers.
Really liked this post. I like Excel models, but I'm definitely working hard to become more and more focused on the underlying business in almost any long-term long pitch.
I also think it's good to confront some of the "I model 2% growth..." forecasts with a simple "why?" Good investors have thought-thru answers.