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financial modeling

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 12, 2021 by Yen Liow · across every show →

Everything said about financial modeling, oldest first

Apr 12, 2021 negative
Insight
Liow: Detailed spreadsheets with exact decimal points create false precision
“If it requires a five page spreadsheet and third decimal point, Hey, it's BSE and BS out and it's complete false precision.”
Yen Liow Apr 12, 2021 ▶ 32:33 Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Mar 18, 2024
Insight
Tepper: Financial models matter less than executive capital allocation discipline
“And so you can write the best write up you want, make the most amazing model that's accurate down to the penny. But if management goes out and blows all their cash on a terrible acquisition, they just destroyed a tremendous amount of value. So getting to know …”
Jonathan Tepper Mar 18, 2024 ▶ 29:23 Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
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