Valuation models

In addition to the Equity Research or Investment Thesis we conduct for each company, we believe that a very important part of our work is the financial / valuation models, which we make available to annual subscribers and keep updated periodically (with quarterly or semi-annual results, depending on the company).

The structure of these models is quite similar, as they contain the company’s financial statements, the valuation model, and our notes on their assets, meetings, earnings transcripts, etc.

All financial models are in Excel format (zipped) and are available for download.