Your take on Mondelez (MDLZ) would be really appreciated. I can't make up my mind after the recent downturn. Is it a value trap or a good long-term opportunity once cocoa prices stabilize?
Great post. I want to learn financial modeling. What do you think about modeling the BS and CF statement? Do you think the income statement is the most useful? Thanks again
Your take on Mondelez (MDLZ) would be really appreciated. I can't make up my mind after the recent downturn. Is it a value trap or a good long-term opportunity once cocoa prices stabilize?
Ooo, that could be interesting. Haven't looked at them in years!
Thx for the rec!
Great post. I want to learn financial modeling. What do you think about modeling the BS and CF statement? Do you think the income statement is the most useful? Thanks again
Been thinking about doing something on this for a while. Surprising lack of free resources out there.
Shoot me an email (can just reply to this newsletter email) and I might be able to share some stuff to help you get started.
HCA would be an interesting research project.
Looks like the link is work now :)
Thanks for another amazing post! When time permits could you reshare the link?
Thanks for sharing! Is model link working?
Hey Vikram - apologies for that. Should be working now!