Articles by TheInvestmentAnalyst.com
3 articles published by the team at TheInvestmentAnalyst.com.
3 posts
OtherThe Equity Analyst's Curse: Remembering Everything
Jorge Luis Borges published a story in 1942 called "Funes the Memorious." It runs about ten pages, and it has bothered me for most of my career.
OtherThe Model Isn't the Analysis. The Analysis Is Everything You Cut Out of the Model.
The first DCF I ever built had 17 tabs. I remember because I counted them, proudly, when I handed it to my new Boss. He didn't open it. He asked me what the three things were that mattered most to the valuation. I started to explain the WACC build. He cut me off. "No. The three things about the business."
OtherWhy Most Analysts Think They're Better Than They Are
In 1977, the educational researcher K. Patricia Cross surveyed college professors and asked them to rate their own teaching. 94% put themselves above average. Two-thirds placed themselves in the top quarter. The numbers made no sense, and that was the point.
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