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financial model

Tutorial #3; FX conversion
This video demonstrates how to convert portfolio positions that trade in various foreign currencies to a base currency
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Jam_invest
21:28
Financial models/templates 2024
Alphabetical list of Financial models/templates by company
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Jam_invest
Tutorial #2; Use imported data in Portfolio
This video demonstrates how to direct imported data to an Excel stock portfolio, using 1) direct links and 2) the vertical (v)lookup function.
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Jam_invest
2
8:02
Tutorials; Import Excel stock data
This video demonstrates how to import current + historic stock data in Excel
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Jam_invest
3
8:47
Portfolio update #10 (f🔐)
Excel templates and portfolio updates
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Jam_invest
North American SaaS model (f🔐)
This niche software company claims to be on the verge of accelerating SaaS revenue growth, and is improving disclosures to track the progress. Time for…
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Jam_invest
Odd lots #5; Sintana Energy
The jackpot just got bigger, and so did the likelihood of it paying out. With the attached financial model, you can estimate Sintana's value in various…
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Jam_invest
Portfolio update #3; Long tails
Putting small portfolio weights in (less)/(un)proven names with huge optionality / runways for value creation. This week I added another such stock.
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Jam_invest
Financial models; User guide + Yum China
This post introduces a new feature for the Founder section; Financial models. The kick-off is on Yum China.
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Jam_invest
3
Index (f🔐)
Your guide in navigating jaminvest.substack.com to find the best stock analyses, and other noteworthy posts.
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Jam_invest
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