Financial Statements
topic on 3 shows · 4 statements across 4 episodes
Founder's Journal 
the Knowledge Project 
Capital Allocators
4 statements about Financial Statements, every show
Scilipoti: Investors Must Master Financial Fundamentals Before Relying on AI
“You need to learn it without the calculator, and then you can use the calculator, which is the same with AI. You need to understand how the financial statements are prepared, understand the linkages, developmental models, so that when the AI gives you informat…”
KPIs predict future performance while financial statements only describe the past
“And you want KPIs because it predicts your future. Your financial statements are really good at describing your past.”
Volent predicts endowments will eventually face mandatory carbon footprint financial disclosures
“But I do think as time goes on, endowments are gonna have to be more transparent in their financial statements about what their carbon footprints are, so that's something I'm interested in.”
Bakshi: Comparing Multi-Year Intervals Reveals Business Changes Missed in Quarterly Statements
“If you look at a business, hugely value creating business, or a value destroying business, and if you look at the financial statements, or a quarterly period, you will miss a lot of the change, but if you put gaps in between, if you look at data five years ago…”