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?
| +24 | James Fishback | 9 | 6h |
| +21 | Future of L/S | 5 | 3d |
| +17 | Latest blow up / wind down | 25 | 3d |
| +12 | Looking for Fund to Partner With - LMM Activist | 4 | 16h |
| +10 | SM L/S Compensation? | 3 | 18h |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 1d |
| +9 | How to prep for credit HF? | 4 | 1d |
| +9 | Moving from credit to equity? | 3 | 4d |
| +4 | Jensen Huang | 1 | 11h |
| +3 | Chefs at Pod Shops | 2 | 3d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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
Velit eius voluptate numquam dolorum voluptas. Numquam expedita eos qui sapiente et eos est veritatis. Ipsum eius nulla quisquam sit enim. Vitae quia explicabo est sit ut fugiat id. Similique porro sed qui. Facere iste architecto sed voluptas.
Praesentium accusantium quos repudiandae doloribus. Enim qui reprehenderit omnis omnis modi dolorem dolore sit. Dolore veniam ab voluptates adipisci dicta natus.
Beatae et exercitationem fugiat debitis similique nemo harum expedita. Qui magnam natus et. Ratione reprehenderit aut beatae veritatis illo voluptates et. Libero quia fuga illum et provident.
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...