Has anyone worked on a 3-hr public company case study?
I am having a 3-hr public company case study, expecting to receive some public filings to review and build model from scratch. I have done a public company case study over a weekend, but not really within such a short period of time. I am wondering what the company expects to see for a 3-hr case study.
For a 3-hour public company case study, based on the most helpful WSO content, here's how you can approach it effectively:
1. First 30-45 Minutes: Review and Take Notes
2. Next 1.5 Hours: Build a Simple Model
3. Final 45 Minutes: Draft Your Recommendation
Key Expectations:
If you've done weekend-long case studies, this will be a condensed version. Focus on the essentials, and don't get bogged down in unnecessary details. Good luck!
Sources: How would you approach a 4 hour case study?, Q&A: Corporate Banking to FAANG CD, PE Case Study 48h
it’s hard but possible, 5 slides + light model, company overview, competitive positioning, investment highlights (risks, mitigants), investment recommendation, model outputs + cap structure if needed
can try and get language around competitive positioning, moats, network effects, headwinds tailwinds why any consensus info you have could be off. People differ in philosophies but i think taking a convincted view even if directionally wrong is usually the best way to go. Try to pull in some ai value chain stuff if the company will be impacted, touch a bit on macro.
focus on revenue and cost drivers to inform a base case ebitda margin forecast and then i normally do moic, IRR sensitivities if take private / lbo. if public equity investment outlay fcf ,eps, ebitda, run multiples and dcf and then triangulate value. Blotnick on twitter has some decent model guidance that look alright. Some on youtube as well.
www(dot)interviewxchange(dot)com/lessons/company-xyz-financial-model
^
(this two hour case study recorded is pretty good)
do working capital only for balance sheet can do CFO less capex for FCF and slot that below the ebitda build
it’s very much mental in the short time frame
Deserunt nihil ab sint ipsum fugiat. Soluta est nihil voluptatem ipsam consequatur.
Officia non assumenda ea ea voluptatem. Velit impedit laudantium perspiciatis illum. Mollitia voluptas dicta dolor dolores qui facilis consequatur. Sit error consequuntur quia voluptas ullam repudiandae sit.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...