SM L/S modeling
What's the difference between the shops that swear by IB-type modeling and those that focus largely on understanding the primary drivers of the business and do lighter modeling? Where's the difference coming from? Just a preference/background of the PM?
SM = barely model, annuals, revenue and EV/revenue to get to target price
Pod = 20000 line weekly models based on CC panel data, rolling up to monthly models, rolling up to quarterly, with 10-200 line builds for just sales & marketing and promotions, with 10 year seasonality averages, to make sure they get to the right EPS # by 1-2 pennies
Now do LO. “Looks cheap based on 10y average multiple and has never broken $90.”
Let’s go pods. Me n the guys are having a wicked year
Ut est tempore et illo accusantium. Et omnis enim ut nesciunt hic ipsa hic aut. Et amet ut explicabo et enim commodi. Quibusdam minima et reprehenderit voluptatem accusantium.
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...