How to go about making your own model assumptions

Hi all,

Disclaimer: Still a student and haven’t started banking yet so sorry if it’s a bit of a elementary question. HF is a longer term goal.

When building a 3 statement and drawing your driving assumptions, such as margins, costs, and even some balance sheet drivers such as account payables and receivables. How do you go about making convincing variant assumptions from street?

Is it by building a super detailed revenue forecast / unit economics where you can estimate all of this things? Is it back channel calls? Extrapolating from management?

Thanks!

2 Comments
 

Detail where detail makes sense. Look at what has happened historically, what were public datasets doing at the time? What was managements tone and guidance at the time? What did your cost trackers, supply chain checks, expert calls etc suggest directionally? Stuff like this.


I don’t know about B/S drivers, cant say I’ve ever tried to be differentiated on payables 

 
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