How are your spreadsheet skills?

How are your spreadsheet skills?

I’m launching a brand new, standalone seminar in time for Christmas – in fact, before the end of this month!

After my most recent courses, I found that there was a lot of interest in financial modelling: how to forecast a company’s future performance.

So I’m launching a new course devoted entirely to this subject. It will cover the three main financial statements and a host of metrics relating to profitability, financial returns and leverage.

Note that the point of the seminar will not be to teach the statements and the metrics themselves, but to explain how to use a financial model to forecast them.

You should then be able to create your own integrated financial models for the particular companies that are of most interest to you.

It will be a standalone four-hour seminar delivered on Saturday November 28th, giving you skills that you can use for the rest of your investing career.

Tickets now available!

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    Hi Graham

    I don’t suppose you could put a little more flesh on the bones of what you will be teaching?  While £160 is not a huge amount of money I would quite like to know what I will be learning in the four hours.

    Thank you. 

    Regards’
    Michael. 

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      Hi Michael,

      The course is built around the idea of having an integrated financial spreadsheet. This means that all of the financial statements, and the metrics (e.g. return on equity) are all linked together.

      This means that in order to forecast cash flow, profits, etc., you only need to tweak your assumptions. Everything else will automatically change in response to this.

      Your assumptions are to do with sales growth, margins, the size of different parts of the balance sheet, etc. You can have very simplified assumptions for them or you can make them more complicated, it’s up to you.

      You can also apply the model to pretty much any company which has PPE and inventories. It won’t work for banks and insurance companies, which need their own specific modelling. But most other companies can be put into this basic format.

      Happy to answer any other questions Michael. Cheers!

      Best wishes

      Graham

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        Graham
        I have been looking for a course on improving my spreadsheet layout and manipulation skills I enter the financial statements data manually expanding the published accounts using the notes on segment revenues and costs.  Do you start with manually entering the financials or are you using a download from some service? 

        Secondly, the course looks full now. When do you plan to run another one?
        Regards
        Yusuf

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