roiquant

👉 Bundled perks for annual plans customers: We continue to improve our partners perks program to offer exclusive discounts and free credits to our customers who paid for our annual subscription plans.

How to analyze a company in less than 5 minutes: Study these ratios:

Linear Regression is one of the most important tools in a Data Scientist's toolbox. Yet it's super confusing for beginners. Let's fix that: 🧵

Michael J. Mauboussin's paper "Total Shareholder Return" is a must read for quality growth investors. In particular, I appreciate how he clearly sets out the multiple drivers of shareholder return. In short, share price appreciation is driven by EPS (or FCF) growth and multiple extraction (or contraction). Focus on companies growing sales, expanding their margins and trading at fair valuations. What are your favourites meeting these criteria?

*Note: This position is only available for Citizens and Permanent Residents of Brunei Darussalam.

ICYMI, roiquant.com helps early stage #startups & #SMBs strengthen #competitiveness & access #inclusive #capital by offering data-driven #business #development, #risk #management, & #capital #financing via our #BDI (#business #development & #intelligence) #software. 📊

📢 We're hiring 1 new #QA & #Product Administrator intern to join our team in #Brunei! 📣 👉 Apply for #QualityAssurance & #ProductAdministrator: go.roiquant.com/hiring-qa-prod… We're highly grateful for your help and kind re-share. 🙏

Financal Forecasting checklist 𝗧𝗵𝗶𝘀 𝗶𝘀 𝘄𝗵𝗮𝘁 𝗶𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗵𝗲𝗰𝗸𝗹𝗶𝘀𝘁> 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 • Document underlying assumptions for revenue, costs, etc. • Historical data, market research, industry benchmarks. 𝗦𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝗥𝗲𝘃𝗲𝗻𝘂𝗲𝘀 • Review past sales trends. • Assess market conditions and growth potential. • Evaluate current pricing and planned changes • Analyze performance by channel. • Forecast sales by customer type. 𝗗𝗶𝗿𝗲𝗰𝘁 (𝗩𝗮𝗿𝗶𝗮𝗯𝗹𝗲) 𝗰𝗼𝘀𝘁𝘀 Review historical records on purchased quantities, per products, per suppliers Analyze historical records and % of scrap, shortages 𝗙𝗶𝘅𝗲𝗱 𝗮𝗻𝗱 𝗿𝗲𝗰𝘂𝗿𝗿𝗶𝗻𝗴 𝗰𝗼𝘀𝘁𝘀 • Gather historical data to analyze the patterns and trends of fixed costs • Consider the potential impact of price changes or inflation on fixed costs • Review agreements with fixed price • Validate ratio numbers 𝗛𝗲𝗮𝗱𝗰𝗼𝘂𝗻𝘁 𝗮𝗻𝗱 𝗣𝗮𝘆𝗿𝗼𝗹𝗹 • Review historical headcount records, new comers, fluctuation etc. • Full feedbacks and assumptions received by HR department • Determine level of workforce needed • Salaries industry benchmarking • Consider one-time costs, bonus accruals If you want this Checklist in PDF, just drop a comment and I’ll send it to you. (Important: follow me so I can DM you!)

This 50-minute lecture by Jeff Bezos will teach you more about business than a 2-year MBA program:

- If you'd like to write for us, or know someone who writes well, write to us at publication [at] roiquant [dot] com viewpoints.roiquant.com/price-adjustme…

- In our content partnership, writers can opt to commit in a content-based affiliate partnership with us, so we can pay them with commissions for every qualified sales that their published content helped to convert our readers into customers with their unique promo links or codes

Effective 4 March 2026, we increased the pricing of our roiquant subscription plans. 💱 For 6 years, we kept our pricing as affordable as possible – we still do. 🫡 viewpoints.roiquant.com/price-adjustme…