Todd Coble

@guilleflorvs MCKINSEY

𝗧𝗵𝗲 𝗠𝗰𝗞𝗶𝗻𝘀𝗲𝘆 𝗦𝗹𝗶𝗱𝗲 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 𝗳𝗼𝗿 𝗖𝗹𝗮𝘂𝗱𝗲 🔥 McKinsey charges $300k for a strategy engagement. A big part of what you're buying is the deck: the structure, the logic, the way the argument unfolds so that a senior partner can read it in four minutes and understand exactly what you're recommending. That framework has a name. Five rules. Most founders build decks that feel convincing while they're presenting and fall apart the moment someone reads them alone. The five rules fix that at the structural level, not the aesthetic one: → Pyramid Principle: the conclusion on slide one, proof after → SCQA: situation, complication, question, answer, in that order → Action titles: every heading is a thesis, readable top to bottom → MECE: no slide duplicates another, no logical step is missing → One message per slide, and one only I built a Claude Code project that runs all five automatically. Feed it your startup brief. Get back a McKinsey-style outline. Inside you'll find: 1. The Five McKinsey Rules That Make a Deck Impossible to Misread 2. How to Set Up the Claude Project 3. How to Make Claude Apply the Five Rules 4. How to Input Your Startup the Right Way Comment MCKINSEY and I'll send you the link.

@MichaelAlbertMD @grok what does this thread mean in simple English in reference to statins.

The cholesterol wars are over. LDL won. New guidelines. Four landmark trials. An oral PCSK9 inhibitor that matches injectables. And data proving we should be treating patients we currently aren't. Here's everything clinicians need to know. 🧵

@DavidSacks @DavidSacks does it include transmission cost/upgrades?

Today President Trump obtained a pledge from America’s leading tech companies that new data centers would not increase electricity prices for residential consumers. These companies (including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI) signed the “Ratepayer Protection Pledge” under which they agree to cover the costs of all new power generation required for their data centers, ensuring such costs are not passed onto American households. This is a much better approach to affordability than Bernie Sanders’ total ban on new data centers, which would halt the construction boom currently driving wage growth and job growth for blue-collar workers. In fact, the Ratepayer Protection Pledge will lower electricity prices when AI companies pay for grid upgrades and sell their excess power back to the grid. Since the beginning of his second term, President Trump has championed the idea of letting our leading AI companies become power companies, and now this idea is becoming a reality thanks to his leadership and the commitments of these strong American companies. The right approach to data centers is not to stop progress altogether, but rather to protect residential rate payers from price increases, while making it easier to stand up new power generation.

@BojanRadojici10 send it to me! your content is fantastic.

Most finance teams are only using 10% of Claude’s actual potential, that’s why I created this guide for you. What’s inside? We dive deep into the four essential Claude entry points: • Claude Web - For high-level strategic analysis and document synthesis • Claude in Excel - To automate formulas and data cleaning where you live. • Claude Cowork - For seamless team collaboration on financial projects. • Claude Code - For advanced automation and technical finance workflows. Who is this for? • FP&A Analysts: Streamline your reporting and variance analysis. • Finance Managers: Speed up consolidation and team reviews. • CFOs / VPs of Finance: Enhance strategic decision-making with rapid scenario modeling. The Essentials: → 25 Detailed, Easy-to-Use Prompts: Copy-paste solutions for real-world finance tasks. → AI Safety for Finance Professionals: A dedicated section on maintaining data privacy and security. → From Analyst to CFO: Tailored workflows for every level of the finance hierarchy. Here is what you can expect inside: • Chapter 1: How to Use This Book • Chapter 2: Getting Started — What You Need • Chapter 3: AI Safety for Finance • Chapter 4: Claude Web: Analysis & Narratives • Chapter 5: Variance Analysis • Chapter 6: Claude in Excel: Model Workflows • Chapter 7: Reporting & Board Packs • Chapter 8: Claude Cowork: Multi-File Automation • Chapter 9: Building a CFO Agent with Claude Code • Chapter 10: Implementing AI in Your FP&A Team • Chapter 11: What Comes Next The future of finance is "AI-augmented." Don't get left behind. If you want this E-book, just drop a comment and I’ll send it to you. (Important: follow me so I can DM you!)

@RedWave_Press Interested to see how many Tesla's can no longer be registered...

NEW: Texas residents registering (or renewing registration for) their vehicles are now REQUIRED to provide proof of legal status under new guidelines from the state’s Department of Motor Vehicles, according to NewsNation. NewsNation: “Residents there now have to prove that they’re in the country legally to register their car.” “This decision by the Texas DMV board, it really was months in the making and ultimately there wasn’t a single person on the board who voted against it, so it was unanimous.” “Officials from Texas DMV say there are two main goals for them. One, protect undocumented immigrants from registering and then renewing vehicles. Two, ensure the validity of ID and documents required as part of the registration process.”

@BojanRadojici10 I want this prompt! Great content.

After 20 years in Excel, I finally watched an AI agent build a full model for me — end-to-end. I used Genspark and the result was insane: structure, schedules, cash flow, scenario switches… all generated, then refined with my assumptions. The biggest shift? I’m no longer stitching 20 sheets at 2 a.m. — I’m 𝗿𝗲𝘃𝗶𝗲𝘄𝗶𝗻𝗴, 𝘀𝘁𝗿𝗲𝘀𝘀-𝘁𝗲𝘀𝘁𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗶𝗺𝗽𝗿𝗼𝘃𝗶𝗻𝗴 the model instead. If you want faster board-ready models: Start with a clear spec (drivers, outputs, constraints) Let AI draft the skeleton (P&L, BS, CF, links) You do the QA: tie-outs, edge cases, sensitivities Lock a repeatable prompt + data schema for next time If you want this Prompt,just drop a comment and I’ll send it to you. (Important: follow me so I can DM you!)

@BojanRadojici10 Please share! Looks great.

We build 6 simple debt modeling templates. Debt modeling shouldn't be a manual grind. It should be a strategic tool. To help you move faster, I’m giving away 𝟲 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗗𝗲𝗯𝘁 𝗠𝗼𝗱𝗲𝗹𝗶𝗻𝗴 𝗧𝗲𝗺𝗽𝗹𝗮𝘁𝗲𝘀 for juniors that I use to stay precise: 1. 𝗖𝗮𝘀𝗵 𝗦𝘄𝗲𝗲𝗽: Automate excess cash application. 2. 𝗥𝗲𝘃𝗼𝗹𝘃𝗲𝗿: Dynamic liquidity modeling without the circularity headaches. 3. 𝗦𝗲𝗻𝗶𝗼𝗿 𝗗𝗲𝗯𝘁: Clean, scalable amortisation structures. 4. 𝗠𝗲𝘇𝘇𝗮𝗻𝗶𝗻𝗲: PIK and warrant logic. 5. 𝗧𝗲𝗿𝗺 𝗕: Institutional-grade bullet and repayment scheduling. 6. 𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗦𝘂𝗺𝗺𝗮𝗿𝘆: The "CFO View" that aggregates it all. When practice this, I owe you the truth. Templates are great, and you need to know how to build models like these, but they won't stop you from becoming a "Traditional Finance" dinosaur as AI starts taking over modeling entirely. If you’re tired of the manual grunt work and worried about falling behind the AI curve, maybe it’s time to stop just "downloading" and start "transforming." If you want these templates in Excel, just drop a comment and I’ll send it to you. (Important: follow me so I can DM you!)

@MadBeachMafia @BojanRadojici10 Please share.

@BojanRadojici10 Please send

360 years. That is the collective Excel experience of my team of 30 people, in one room. I have personally used Excel for 20 years. Since the very beginning. We’ve spent decades "crushing it" when it comes to financial modeling. We knew every shortcut. Every nested formula. We thought we had reached the peak of efficiency. (They are better then me, just to admit) But I have something to tell you. The game just changed. In my opinion, we are witnessing the biggest innovation since Excel was first released. It’s not a new function or a Power BI update. It’s Claude. Specifically, Claude’s ability to build and manipulate Excel models. For 40 years, the "manual labor" was the tax we paid. Hardcoding formulas. Spending hours formatting cells. Manually linking sheets and building tables from scratch. That era is over. Claude can now handle the heavy lifting of building the structure, the logic, and the formatting in minutes. But here is the part that really surprised me: It actually understands accounting. It understands the relationship between a Balance Sheet and a Cash Flow statement. It understands how operating drivers flow into a P&L. We aren't replacing our expertise. We are finally liberating it. Instead of spending 80% of our time building the model, we spend 100% of our time analyzing the results. If you want this Prompt and Excel model, just drop a comment and I’ll send it to you. (Important: follow me so I can DM you!)

@DavidSacks Agreed @DavidSacks, @Jason - Friday’s trump rant was a beat down, American’s want rule of law. Let’s make the Pod great again. (MPGA)

Imagine posting this disingenuous claptrap on a day like today. Trump haters have never been proven more wrong.

@SecKennedy @McDonalds @McDonalds @SecKennedy PLEASE bring back the tallow Fries!

Thank you, @McDonalds, for committing a record $200 million investment into regenerative agriculture. This is a big win for regenerative grazing practices, habitat restoration, water and wildlife conservation. 🇺🇸

@Mike_kim714 #44

Not sure if some would be into this but would someone want my tour bag? The one I’ve used since Bay Hill (Clubs not included haha)

@maxk @grid_status Sign me up sir. Your product is amazing.

Getting close to rolling out the biggest update we've ever made to @grid_status and we need testers to try it out and give feedback. It's a complete redesign of the site, centering around a new live nodal price map. Please DM if you're interested in playing with it!

@richfalkwallace @__paleologo Looks great, would enjoy the excel.

Risk models increasingly drive the behavior of fundamental long short equity investors. @__paleologo's 'Advanced Portfolio Management' is the most efficient primer to understand the internals of what is happening. Chapter 1-4 bullets, with math & comments. Let know if you'd like the excel. *1) Risk, alpha, factors, & performance (Ch 1-3)* "Any argument in favor of conflating beta and alpha is weaker than the simple argument in favor of decomposing them." In the simple version, stocks contain components of both: 1) Systematic (factor) returns driven by common attributes across names, and 2) Idiosyncratic (residual) returns driven by specific attributes of each. Most investors accept this distinction at a high level. But the nuance is: How sophisticated should your modeling of this "systematic" component be? The first intellectual step beyond simple benchmarking is to look at historical beta: running a univariate regression between stock & market. But simple betas are imprecise for several reasons, among them that they conflate one-time idio moves with recurring systematic relationships; and they also gloss over other often large systematic drivers (industry, growth, value, momentum). Factor models in principle address those limitations: If a simple benchmark "gives us a way to describe performance and variation of stock returns," the solution is "factor models[, which] capture these two intuitive facts, make it rigorous, and extend them in many directions." *2) How to build a factor model (Ch 4)* There are many flavors of plausible factor models, and Gappy outlines 3 (fundamental/characteristic, statistical, time-series). As Gappy points out: "Each of these approaches has its merits and drawbacks" and he covers several of the core tradeoffs at the outset of the chapter. But "the characteristic model has the benefit of being interpretable by the managers" and "can be extended with new characteristics and perform quite well in practical applications." The result is that "because of these two decisive advantages, the fundamental (or characteristic) method is by far the most used model by fundamental managers." To build a fundamental factor model, the starting point are company attributes which are transformed into "loadings" (betas) of a stock to that attribute's returns. For example: The "size" loading is the simplest factor, and starts with the log of the stock's market cap compared to other market caps in the universe you care about. The size loading is then its z-score (# of standard deviations away from avg) in that universe. (In the weeds, data is winzorized, may use EWMAs, and more). But armed with those loadings, the model then pulls factor returns by running cross-sectional regressions of stock returns against their loadings. Restated in math: The Y vector is each stock in the universe's return over the period, The X matrix is all of their loadings. The time series of those extracted factor returns then drives factor covariances (the FCM), residual returns, mimicking portfolios, idiovar%s, breadth, vol, and more. There is much more worth spending time on here, but particularly to arm the fundamental investor with the basic mathematical intuitions, I've attached a very simplified fundamental factor model. Will cover many other topics Gappy touches on another time: attribution, sizing skill, factor detail, PCAs & non-linearity, Sharpes & ICs, optimization, vol, & leverage. But stepping back, the reason this all matters is simple: "empirically, most PMs have no skill in style factors whatsoever, and a few have very moderate skills in having exposures to industries or sectors." The book's meta theme is intellectual honesty: "The simplest and deepest challenge is to understand the limits of your knowledge." Factor models rigorously separate what analysts can predict about single stocks, from what they cannot. As Gappy points out, "you are entering an industry in transition." Let know if you'd like the excel.

@ShannonJean Great idea, better execution.

Weekends are for partying with family and friends! But it’s hard to get people to commit and manage RSVPs. A few years ago, I devised a wildly successful solution that brought hundreds of people to our home during the spring and summer and created unforgettable memories. It’s called Campfire Call, and here’s how it works. This message goes out via Text to hundreds of people 24 hours before we have a Campfire at our house: Some of our best memories are sitting around a fire with great friends. The Jeans are hosting a Summer Campfire Series on random days throughout this spring, summer, and fall. You will receive a text 24 hours before we light the fire. Come if you can, stay for 30 minutes or 3 hours—whatever works for you. Come as a family or come by yourself. Come to one campfire or come to them all. Stop by on your way somewhere or on your way home. There is no need to respond to this text. The fire will be lit at sundown, and we will be there to hang out with whoever can make it. We have beer on tap and wine - bring whatever else you may want to drink or any snacks you want to share. We hope to see you around the fire soon! -Shannon and Renee Why this works: There is no commitment. If you can make it, terrific. If not, it's no big deal. You can come before or after another event. Some people arrived at sunset, and others not until 11 p.m. You never know who was going to walk through the back gate. There’s no huge prep by the hosts. We provided beer and wine and the venue. People always brought other stuff – drinks, food, etc.. We always had one couple that committed to coming, and we would make dinner with them before the campfire. This way, even if no one else showed up (which never happened), we had someone to hang out with. One year, we had a friend that made it to every-single-campfire we had. Of course, we gave him an award! What are your plans for connecting with your family and friends this summer? Feel free to steal my Campfire Call idea! And follow me @ShannonJean for more fun life hacks. 🤣🤣🤣

@DarrellLerner Send

ChatGPT is a passive income superpower. I wrote a short guide with the Best ChatGPT-4 Business Ideas working RIGHT NOW that'll earn $1,000/month with 1 hour of work. Like + comment "Send" and I'll send it to you (Must be following so I can DM)

@ExcelHumor Ability to make a template page, so when making one change to the template it automatically updates all child pages.

what’s “not possible” in excel that you wish was?

@robertlufkinmd book

I've spent my life as a professor at UCLA/USC Medical schools training students & doctors. One thing I regret having taught: LIE #8: Arthritis is caused primarily by wear & tear on the joints. To be notified when the book is out, comment with "book" & I'll DM you the link.

@junior_miller Best sports day since covid? EPL last day, NBA playoffs, PGA championship...

@dfwticket Coble 00

Hey P1s! Thanks for being by the channel or the stream with us as we all stay at home. As a thank you, we’re doing…..wait for it… #WallpaperWednesday!    Reply with your name and number until 2pm today and we’ll hook you up with this customized Ticket phone wallpaper

@LeopoldHeinrich This is a great chart! Do you recall the source of this chart or the where you go the data from?

As 2014 was favourable for Permian drillers, the following years showed a gigantic wave of Capex, culmulating in a - USD123 bn cash burn rate in December 2019. This money is lost (and not invested in long term producing assets) and paid by investor's dwindling equities. #OOTT