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CP042: Financial Analysis & Modeling concepts – 101
Chandoo.org Podcast Sessions , Financial Modeling - 1 comment
In the 42nd session of Chandoo.org podcast, Let’s talk about money. We are going to learn about various concepts that are vital for doing financial analysis and building models.
What is in this session?
In this podcast,
- Quick announcement about Awesome August
- 5 key finance concepts
- Time value of money
- Compound interest
- Risk free rate of return
- Net Present Value – NPV
- Internal Rate of Return – IRR
- Case study – Uber vs. Your car
- Conclusions
Listen to this session
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
Click here to download the MP3 file.
Resources to learn about financial analysis & modeling
Uber vs. Your car – Analysis model
Please click here to download the Uber vs. Your car analysis workbook.
Finance concepts:
- NPV – what is it and how to calculate it in Excel?
- IRR – how to calculate it?
- CAGR – how to calculate it?
- Introduction to financial modeling using Excel – 6 part tutorial
Case studies:
- Cost vs. benefit analysis – which bulbs to use?
- Interactive mortgage calculator
- How much money you need to retire?
Advanced concepts:
- Project finance modeling in Excel – case study
- Data tables & Montecarlo simulations in Excel – Gold mine case study
Recommended courses:
- Financial Modeling school from Chandoo.org – this online course teaches you all the concepts necessary to build full-length valuation & analysis models using Excel
- 50 Ways to analyze data from Chandoo.org – this online course makes you awesome in all aspects of data analysis, reporting & visual analysis using Excel
Transcript of this session:
Download this podcast transcript [PDF]
According to you, What are key concepts for financial analysis?
I shared my opinion and explained 5 concepts in the podcast. Now its your turn.
Tell me what are the key concepts to master if someone needs to learn about financial analysis & modeling? Please share your thoughts and inputs in the comments section.
Hello Awesome...
My name is Chandoo. Thanks for dropping by. My mission is to make you awesome in Excel & your work. I live in Wellington, New Zealand. When I am not F9ing my formulas, I cycle, cook or play lego with my kids. Know more about me.
I hope you enjoyed this article. Visit Excel for Beginner or Advanced Excel pages to learn more or join my online video class to master Excel.
Thank you and see you around.
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At Chandoo.org, I have one goal, "to make you awesome in Excel & Power BI". I started this website in 2007 and today it has 1,000+ articles and tutorials on data analysis, visualization, reporting and automation using Excel and Power BI. 
One Response to “CP042: Financial Analysis & Modeling concepts – 101”
I encourage my clients to focus on NPV rather than IRR. After all, IRR is simply the discount rate that makes NPV equal to zero. If I tell you that a certain investment will provide an IRR of six percent, you will probably ask me if that is a good return. My answer will be that it's a good investment if your cost of capital (expected return on an investment of equal risk) is less than six percent. Of course, if you knew your cost of capital, you would simply use that as your discount rate in an NPV analysis.