We create practical Excel templates and share the ideas, formulas and analysis behind them.
Weโll cover:
Template topics like stock scenarios and SaaS metrics.
Excel formulas and dashboard logic.
Practical problems and our template solutions.
What would you like to see more of?
@Kmanoj72152325 Really exciting long-term opportunity. The partnerships give ASTS a potentially massive path to distribution.
The big question now is how adoption, pricing and execution develop over time, but if the company can deliver, the upside could be substantial.
My brother and I just started our first project and I don't really know when we would think about stopping. But I guess if it doesn't get any attention or positive feedback for a long period of time, you just automatically lose interest somehow. That 'feel nothing' point makes total sense.
@omarvvvr It's the classic tradeoff: Customer Support vs. Revenue Volatility. 50 customers are easier to manage, but every single churn hurts more. 500 customers require strong support systems, but your MRR is more stable and it doesn't hurt that much if single customers churn.
@techbyhez If I have to pick just one, it's improving the onboarding flow. While reducing churn and exploring new pricing tiers are both undeniably important, onboarding is usually the root cause of early churn.
I modelled SOFI across three five-year scenarios.
The differences in the model come from three assumptions:
- revenue growth
- net margin
- the target P/E multiple.
The screenshot shows the modelled outcomes.
Not a forecast and not investment advice!
What is your view on SOFI?
@smm_aryan 100% agreed. Blended churn is dangerous here because it completely hides whether the exact cohort hit by the price increase is the one leaving. The logical order: evaluate support tickets and MRR for the specific tier first, then touch the pricing.
I agree. At current valuations, the S&P 500 may find it difficult to deliver 10โ15% annualized real returns over the next decade.
If index returns moderate, selective stock picking, grounded in rigorous fundamental research, may matter more for investors still targeting attractive long-term returns.
@TheStockerMan Really like this framework. PEG is a useful second layer for putting valuation and expected earnings growth into the same context.
The reminder to never rely on one multiple in isolation is spot on.
Great breakdown. When target prices are this far apart, the real debate usually isnโt the multiple, itโs the assumptions behind utilization, pricing power, capex returns, and financing.
A simple bull/base/bear scenario framework makes those assumptions easier to compare than target prices alone.
@logical_traderr Strong framework. Turnarounds are often judged on the end-state story, but the order of execution matters just as much.
Clear milestones make it easier to tell real progress from a good narrative.
@accrued_int Nice work. Multiples only become useful in context, especially when you connect them to the earnings path behind them.
The weekly update makes that comparison much more meaningful.
@TechpointAfrica@DecideAI_ Building a model specifically for spreadsheets makes a lot of sense. Workbook context, formula logic, and multi-sheet dependencies are where generic models can struggle.
Wishing the team a great build. I'm excited to follow the progress.
@MIKS_ae Exactly. CAC only becomes meaningful in context: customer value, retention, payback, and how each changes as spend scales. The trend matters more than a single number.
@PlausibleHQ Love this. Keeping grandfathered plans for years is one of those decisions customers remember.
Long-term trust is built through exactly this kind of consistency.