BAM 4 hour in person case study
Can anyone shed light on how to prepare for a 4 hour in person case study? What resources can I use to prepare? Practice 3 statement modeling? DCF?
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Brookfield Corp PE? Or REPE?
Balyasny
Wrong forum
Be able to produce a DCF and 3 statement with insightful revenue build/margin bridges to highlight cost drivers. Might need to calculate specific ratios too.
nothing particularly tricky or hard, just be able to do it relatively quickly using the resources they give you (public disclosures etc)
I will let the forum tell me if i'm wrong but I wouldn't build a full 3 statement model (unless it's explicitly asked).
Since it's likely there will be a 1-hour debriefing after this test, I would spend most of my time on building revenue/cost breakup as granular as possible, understanding the drivers and the key debate of the stock.
So very quick DCF, B/S and CFS. Very granular Unit Economics, I/S and write-up.
The biggest mistake would be to come up with a perfect 3-statement but no idea about what the business actually is.
Thank you! Any suggestions on resources to practice? I don’t regularly build DCFs
Also curious about resources covering revenue build, cost/margin break outs? I use Wall Street prep for modelling but in some ways it can be high level since the tutorial company used was Apple.
A lot of the time, the company will have some way of disclosing this. Price, volume, fx, scope is a big one, ASP x Units sold is another. They also can disclose bridges for you to use in forecasting. Just read the footnotes and disclosures to know what each is referring to.
Any update on this? Advice on how to prepare? Is it more focused on modelling or building out qualitative pitch?
Did you have to complete a similar case or have any advice based on how it went?
Any tips on what to expect? Have the case study next week
My question is always
The REAL question is how the hell to figure that out from filings without foreknowledge of the business. Curious for wiser apes to chime in
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