Analyst POV

One size does not fit all: Retrofitting your own unique model

How one analyst uses Daloopa's retrofitter to add hyperlinks and source files to every data point in his model

The buy-side and sell-side have one thing in common: they model different companies differently. Not only that, every analyst has a unique style and approach to modeling.

TLDR: One size does not fit all.

I view models like clothing - I have a certain style that makes me feel comfortable. I don't want to be forced to use some pre-canned model.

Daloopa allows me to maintain my style and the model I'm comfortable using, adding links into my own format.

Daloopa’s Excel Add-In allows one-click retrofitting of my own model, providing hyperlinks to the original source files. I refer to these links to understand the context around where certain numbers came from. The critical part of this process besides being able to source, are that the links establish the ability for my model to be instantly updated during earnings season.

Take a look at how I used the retrofitter in my Tesla model:

Analyst POV

One size does not fit all: Retrofitting your own unique model

How one analyst uses Daloopa's retrofitter to add hyperlinks and source files to every data point in his model

Josh Burwick
July 5, 2024

The buy-side and sell-side have one thing in common: they model different companies differently. Not only that, every analyst has a unique style and approach to modeling.

TLDR: One size does not fit all.

I view models like clothing - I have a certain style that makes me feel comfortable. I don't want to be forced to use some pre-canned model.

Daloopa allows me to maintain my style and the model I'm comfortable using, adding links into my own format.

Daloopa’s Excel Add-In allows one-click retrofitting of my own model, providing hyperlinks to the original source files. I refer to these links to understand the context around where certain numbers came from. The critical part of this process besides being able to source, are that the links establish the ability for my model to be instantly updated during earnings season.

Take a look at how I used the retrofitter in my Tesla model:

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