Any way do regional and or segment breakouts? The way I see your tool, it's a great tool for the back of the napkin-ers but as it is right now, it doesn't obviate modeling because you're still going to have to do the breakouts in excel.
Also, I think it'd be great to set your defaults assumptions for a stock to breakeven pricing, and allow users to adjust from there.
I see a tool like this being useful, but I think positioning it as a deep valuation tool is much less useful in the mindsphere of investors as an elite pen and napkin, which I think people would use.
You'd be surprised to learn then that most PE deals run on the back of literal pen and napkin models. In our process at my former firm, one of the largest megafunds out there, we would scout and model new opportunities using elaborate models, report them to the MDs who would then literally whip out a notepad or a napkin mid-presentation to decide whether the investment had potential. If it was in the grey zone, it was on us to demonstrate that it had merit, using more complicated modelling and analysis.
laborcontract|1 year ago
Also, I think it'd be great to set your defaults assumptions for a stock to breakeven pricing, and allow users to adjust from there.
I see a tool like this being useful, but I think positioning it as a deep valuation tool is much less useful in the mindsphere of investors as an elite pen and napkin, which I think people would use.
fakedang|1 year ago