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Analyst POV
Cerebras IPO- Red Flags Galore

Cerebras, backed by prominent VCs and gearing up for an IPO, faces scrutiny over alarming customer concentration, with 95% of hardware sales attributed to one client, G42. The deal, led by Citigroup instead of traditional banking giants, raises concerns due to the CEO's past involvement in accounting fraud and potential conflicts related to G42's incentive structure. As investors seek alternatives to Nvidia in the GenAI landscape, Cerebras' wafer-scale integration technology presents both opportunities and red flags.

2
 min
Analyst Best Practices
Comprehensive Guide to Public Company Financial Statements: Analyzing Corporate Reports

Analyzing public company financial statements supports financial models, mergers and acquisitions, and capital-raising efforts. These statements help investment banking analysts reveal key insights into a company's profitability, liquidity, and financial health, guiding strategic decisions.

 min
Analyst Best Practices
Pros & Cons of Open Source Financial Data for Analysis

Open source financial data offers accessible, cost-effective resources for in-depth analysis, broadening opportunities for innovative financial modeling. However, data quality and reliability vary in each situation, raising accuracy concerns. Effective management and data security also require specialized tools and expertise.

 min
Daloopa Podcast

The Art of the Short: Strategies and Ethics with Edwin Dorsey

In this episode of the InDaloop Podcast, host Thomas Li welcomes Edwin Dorsey, founder of The Bear Cave, to discuss the often-overlooked world of short selling. Edwin shares his unique insights into the art of shorting stocks, highlighting how he identifies companies that mislead investors or harm customers. They explore the motivations behind short selling, the challenges faced by activist short sellers, and the importance of investigative journalism in finance. Tune in as they delve into strategies for uncovering market inefficiencies and the ethical considerations that come with exposing problematic businesses

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On Demand Webinars

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Webinar

Ask Daloopa Anything: Topic 1

45
September 29, 2023
Webinar

Ask Daloopa Anything: Topic 2

September 17, 2024
Webinar

Elit Elit Amet Magna

October 5, 2024

Product

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Product Updates
Enhancements to Daloopa’s New Data Disclosure Feature

We know that accurate and timely data is crucial to your investment research process. That’s why we’re continuing to enhance our New Data Disclosure feature in Daloopa Plus. This feature enhancement aims to set clear expectations and empower analysts to manage their model-updating process more effectively. Learn more about what this entails below.

2
 min
Product Updates
Introducing Live Update Notifications

Daloopa's newest feature - Live Update Notifications - immediately notifies users when new data is available in the Daloopa database, prompting users to update cells with the latest data. Make every second count and stay one step ahead with Daloopa.

5
 min
Product Updates
Introducing the Hyperlink Toggle

Daloopa’s newest feature, the Hyperlink Toggle, is designed to streamline your workflow and minimize distractions. This new feature, available exclusively within the Settings tab of our latest Excel Add-in, offers Daloopa users more flexibility to enhance their modeling efficiency.

2
 min
case studies

Case Study: Deeper insights and faster decisions with AI-powered historical data at US-based Mutual Fund

See how one mutual fund saved two days per analyst during earnings and 50% when building new models with Daloopa.

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Whitepapers

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Daloopa Migration Guide

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AI-powered Financial Modeling: Completeness, Accuracy and Speed

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The Anatomy of a Hedge Fund: Fund Fees and Expenses Explained

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Daloopa Migration Guide

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AI-powered Financial Modeling: Completeness, Accuracy and Speed

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The Anatomy of a Hedge Fund: Fund Fees and Expenses Explained

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"When I first started as an analyst I was shocked at how manual everything was. Thanks to Daloopa, I don't hate my job anymore."

Senior Analyst at a L/S Hedge Fund

Daloopa Events

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Virtual
Upcoming
July 18, 2024

Ask Daloopa Anything (ADA)

Daloopa answers analysts' questions about our data, product and how you can solve problems better with Daloopa.

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Registration is closed for this event.

Watch Recording
Virtual
Past
June 14, 2024

Ask Daloopa Anything (ADA)

Daloopa answers any question from analysts about the product and how we solve problems.

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Registration is closed for this event.

Watch Recording
In Person
Past
June 13, 2024

Unbundling Uncovered Conference New York 2024

Daloopa CEO Thomas Li spoke on the technology panel, addressing questions about how AI will impact equity research.

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Registration is closed for this event.

Watch Recording

FAQs

General
Data Source & Accuracy
Excel Plugin
Financial Models
Do I need to use Daloopa's data in order to use one-click updating?

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don't pull numbers in with a formula--everything is hard-coded, which means that anyone without Daloopa's plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

Do you cover international companies?

Yes, Daloopa has models for most major international companies, including ones that report in non-English languages.

What if a company I want is not in the library?

Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We're on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.

What if a company I want is not in the library?

Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We're on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.

Will my model work offline?

Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.

What if my data is not in the same units or sign as company disclosures?

We can easily work with that. Daloopa's plug-in is smart enough to know when you are using different units and signs from the company's disclosure. This happens most often when a company discloses in thousands and you model in millions, or when a company provides a negative number for an expensive item, but you have it as a positive number in your model.

Do I need to use Daloopa's data in order to use one-click updating?

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don't pull numbers in with a formula--everything is hard-coded, which means that anyone without Daloopa's plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

What if a company I want is not in the library?

Talk to us. Our technology enables us to process filings and build data sheets at an unprecedented scale. We're on pace to add 750 models to companies to our coverage in 2022, at an average rate of 15 companies added a week.

Do I need to use Daloopa's data in order to use one-click updating?

No. You do not need to be using our data sheets in order to automatically update your models. In fact, we highly encourage you to use our plugin with any existing models you may already have to simplify updating for earnings or filling in any missing quarters. We don't pull numbers in with a formula--everything is hard-coded, which means that anyone without Daloopa's plug-in will be able to see the numbers as well, in addition to never #REF-ing out your models.

Will my model work offline?

Absolutely. Daloopa models are meant to be used in any situation. However, do note that the source links bring you to a web portal hosted by us in the cloud, and the plugin fetches data from our database in the cloud. If you are offline, you will still have full access to all your data, but the links and plugin will only work when you are back online.