After reading hundreds, if not thousands, of financial models, I seriously believe you can read a company's soul through them. Twenty years ago, I was in a meeting with a startup's team that was ...

Financial models have become one of the most important decision-making tools in modern finance. They are critical to enabling informed decision-making. But oftentimes, they are flawed with deep and ...

You know you should have a financial model. Investors ask for one. Advisors mention it casually. But every time you open a spreadsheet, it turns into a mess of tabs, circular formulas, and assumptions ...

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

J.B. Maverick is an active trader, commodity futures broker, and stock market analyst 17+ years of experience, in addition to 10+ years of experience as a finance writer and book editor. Amy Soricelli ...

Bryn Harman, CFA, has 40+ years of experience in corporate finance, including as CEO/CIO of value-oriented investing firm Pelouse Capital Management. Robert Kelly is managing director of XTS Energy ...

Financial statements are key to understanding the underlying drivers of a business—i.e., how your business is growing, what the margin profile is, how much cash it is generating and using and from ...

Even if you provide completely accurate numbers during a financial presentation, you can give misleading information, a lack of context, and a report that leaves attendees scratching their heads.