resources to teach fundamental models for L/S at pods
Can folks please suggest good resources for teaching the following concepts around building out from scratch 3-statement models. Mostly focused on L/S pod shop investing:
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topline drivers
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revenue/cost builds
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unit economics
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revenue segments
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modeling out individual line items
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restatements
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d&a/capex
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share repurchase/dividends
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corporate actions
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comparables
If there are any good books, blogs, study examples it would be appreciated.
Honestly don’t think there’s much out there that really tackles this, can really vary between coverages too. Usually you get a seat and pick up what your PM has done/try various things out yourself.
I know there’s Brett’s course, but I wasn’t a fan of his modelling frameworks as he doesn’t teach some of the key frameworks pod shop PMs like to use.
WallstreetPrep can cover some of these, especially if you’re wanting to cover buybacks, D&A waterfalls etc.
Thanks! I saw Brett's course, its good for an introduction doesn't go into enough detail. I've worked in the industry but wanted something more pod shop specific. I'll have a look at wallstreetprep but it strikes me as landing on the beginner side too. I've tried taking apart sell side models though its hard to learn from these.
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