Thomas Bachrach: Fishing Where They Ain't & Global Micro-Cap Investing (Episode 3)
Value Hive Podcast
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How to Analyze Your Business in Excel
I like to get things in Excel. I might spend it. when I have a new target, I'll probably spend the day in Excel just building out a model and looking at it. And the reason I do that is because I've found it to be, it immediately frames the business for me and what's really driving it. When I go through and read through the filings and we know filings are filled with just, you know, crap that eats up space and doesn't offer any value,. I can read those filings knowing like, hey, these are the two to three factors that influence the business.
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