Mauro Valadim·1d agoMauro Valadim: Separating Temporary Pressure from Structural WeaknessA difficult period can mean different things for a business. It may reflect a temporary disruption, or it may reveal a lasting change in…
The Hedge Fund's Repository·Nov 2Three Checks Every Financial Model Needs (and the Formulas to Build Them)A balance check, a cash tie-out and sanity ranges catch most structural errors in seconds. Formulas that work in Excel, Google Sheets and…
Mauro Valadim·Nov 2Mauro Valadim: Reading Earnings Beyond the Headline NumberAn earnings release gives investors a set of reported results. The more useful question is how those results were produced — and how much…
BARRON VAN DEN BERG·Oct 29Using AI With a Bloomberg Terminal: What Helps, What Can Go Wrong, and Where Your Judgment Still…How financial professionals can combine a data terminal with AI tools for research and reporting, without breaking confidentiality rules or…
Mauro Valadim·Oct 29Mauro Valadim | When Should a Portfolio Be Rebalanced?Rebalancing is often described as bringing a portfolio back to target weights. The mechanics are simple; deciding when a change is…
InCoinmonksbyLeo Talks·Oct 27DeFi Protocol Equity Research Just Got Real: What Changes When Analysts Model Protocol RevenueMoody’s rated a stablecoin protocol for the first time ever this month. Here is what the spreadsheet actually looks like when you try to…
Mauro Valadim·Oct 26Mauro Valadim | Position Size Is Part of the Investment DecisionA sound investment thesis does not remove uncertainty. How much capital to allocate is part of the decision, not an administrative step…
Sayali - The Unlisted Analyst·Oct 23Costco (COST): The Power of Membership and Customer LoyaltyInvestment Theme: Retail | Consumer Staples | Membership Business | Long-Term Growth
Market Performance Tracker·Oct 23GOV, NOV and NMV are three different numbers, and investors keep treating them as oneIndian new-age companies report gross order value, net order value and net merchandise value side by side, and the gaps between them are…
Unicorn Day·Oct 17The Valuation Paradox: Why Earnings Yield Tells You Where a Stock Is, But Growth Rate Tells You…Imagine walking into a dealership to evaluate two high-performance sports cars.
