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Fix the Pitch

How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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Unearthing new ideas and methods

Who is the most impressive on Twitter?

Since the first tweet over ten years ago, who dominates the platform today? We rank followers, tweets, sentiment, reach and more. Eleven years ago this week, the first tweet was sent. Since then, Twitter has…

Team PellucidTeam Pellucid

Pellucid Book Club: Originals: How nonconformists move the world

Before a meeting, you should imagine everything could go completely wrong. How the Pellucid Book Club works: Each month two books are nominated. A vote is taken on which to read and a few weeks later we get t…

Team PellucidTeam Pellucid

Dear P/E, it’s not me. It’s definitely you

As a comparison ratio, price/earnings is confusing, results in non-meaningful data, and is not intuitive. Here is something much better. I don’t know why, but there is a surprising lack of coverage on why pr…

Jamie BallingallJamie Ballingall

Stop confusing clients with weighted averages

When spreading comp ratios, use an aggregate instead of a weighted average to account for company size. Occasionally in client meetings, something happens that I like to call “Sudden Onset Confusion Syndrome”…

Jamie BallingallJamie Ballingall

Will the cost benefit of floating-rate funding continue if the Fed acts?

What would a tightening of credit mean for interest rate swap payouts? Bloomberg Business reports that futures traders think there is a 70% chance the Federal Reserve will increase interest rates this week.…

Adrian CrockettAdrian Crockett