How to Use a Cheatsheet
If you don't want to build a full earnings model
The earnings model is the bread and butter for financial analysts. The most complex ones runs into dozens of tabs with financial data going back decades. But I have found that a simple spreadsheet kinda works better. I have used one some time back and I thought it would be worthwhile to put it here and use it for the both the old ideas and new ideas that we would discuss. Here’s how it looks like:
This is the one created for Pepsico, investment idea #6. It tries to capture the most relevant data pertaining to this name and serves as a reference when we need to look back at this in the future.
Numbers in blue mean that they are derived from other numbers on the spreadsheet. Most importantly, we should date when this was updated so that we can compare them over time.
The first column provides the key financial information while t…
