Open Models
Most market analysis is a black box: conclusions without the math. Here it's the opposite — the complete Excel behind every study, free, every assumption editable. Change the discount rate, adjust the execution probabilities, watch the value move.
Palm Hills — valuation study and model
Bottom-up build, project by project (units × price/m² and cost/m²) → consolidated financial statements → 10-factor Monte Carlo. A READ FIRST sheet sits inside each file.
Study (DOCX) Model (XLSX)Attack the Model
Found a weak assumption? A broken formula? An execution probability that's too generous? Send your critique — the strongest attack each month gets a detailed public reply and a credited revision in the model. Good criticism is worth more than praise.
A valid attack names the cell or assumption, explains why it's wrong, and proposes the alternative with a source.
Send your attack— or on LinkedIn with #AttackTheModel