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Articles, technical notes, case studies and models that expose the analytical structure behind consequential financial decisions.
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The spreadsheet is rarely the hardest part. The harder problem is putting the correct analytical structure around the decision before calculation begins.
Articles
First-principles explanations of modelling intuitions that are reasonable, but incomplete or wrong.
Technical Notes
Implementation detail, model architecture, testing, assumptions and analytical guardrails.
Cases & Models
Decision context and working quantitative evidence that make the method inspectable.
Publication index
Applied modelling judgement.
1 publication
Article
Financing the Asset Is Not the Same as Valuing the Investment
A project can be easy to finance and still be a poor investment. It can also be an attractive investment but difficult to finance. A model that cannot distinguish those conclusions is not yet ready to support a capital-allocation decision.
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