Tools

Financial models/templates 2024

Alphabetical list of Financial models/templates by company

Jan 5 •

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.

Jan 3 •

8:02

Tutorials; Import Excel stock data

This video demonstrates how to import current + historic stock data in Excel

Jan 3 •

8:47

Portfolio update #10 (f🔐)

Excel templates and portfolio updates

Oct 20, 2024 •

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.

Apr 21, 2024 •

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.

Mar 23, 2024 •

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