Posts

• The Sweet Spot: Why Hershey's Depressed Valuation Sets Up for a Multi-Year Recovery (September 25, 2025)
• An Open Source Benchmark to Measure LLM Accuracy in Financial Retrieval (September 23, 2025)
• Daloopa Receives $13M Strategic Investment to Power the Next Generation of AI in Finance with the Most Accurate and Complete Data Infrastructure (July 31, 2025)
• GenAI Hasn’t Transformed the Finance Industry Yet, But Daloopa MCP is Here to Fix That (July 17, 2025)
• Figma IPO: The Crown Jewel of 2025's IPO Renaissance (July 8, 2025)
• Rising Fast, Spending Faster: The Hidden Risks in Coreweave’s Rally (May 15, 2025)
• The All-New Daloopa Add-in: Retrofit Your Models in Minutes (May 8, 2025)
• Anatomy of the Research Initiation Post IPO- CRWV (April 22, 2025)
• Why Netflix Stands Alone as a Recession-Resistant Tech Stock (April 21, 2025)
• Stubhub’s Comeback: From eBay Subsidiary to International Powerhouse (March 25, 2025)
• Advantages, Disadvantages: Insights into Klarna's F-1 for IPO (March 18, 2025)
• Market Carnage: How Analysts Are Scrambling to Rebuild Models Amid Tariff Whiplash (March 12, 2025)
• Tariffs vs. Autos and IT Hardware (March 11, 2025)
• CoreWeave’s AI Cloud Ambitions: High Growth, High Risk, and High Stakes (March 4, 2025)
• AppLovin: The Next TikTok or Ad Flop? (February 26, 2025)
• Meta's Free Cash Flow Soars, But AI Investments Loom Large (January 30, 2025)
• Two Hidden Gems Poised for 2025 Bounce Back  (January 23, 2025)
• Service Titan Initial Quarter Mixed Bag (January 14, 2025)
• New and Improved Smithfield Foods IPO’ing (Again) (January 13, 2025)
• ServiceTitan IPO Aftermath- Winners and Losers (December 23, 2024)
• Generative AI Leading a Resurgence in Software (December 20, 2024)
• Service Titan Needs to IPO and What You Need to Know (December 11, 2024)
• Navigating Daloopa’s New UI (November 8, 2024)
• Introducing Data Update Status and Notifications (November 8, 2024)
• What do TSM and ASML earnings mean for NVDA and the SOX? (October 22, 2024)
• Cerebras IPO- Red Flags Galore (October 17, 2024)
• Tesla in Focus (October 7, 2024)
• LLM-Powered Analytics: Transforming Financial Data Interpretation in Modern Finance (September 27, 2024)
• How To Get Mergers and Acquisition Financial Data in Excel: Complete Sourcing and Modeling Guide (September 26, 2024)
• Guide To Dividend Growth Rate Formula: Calculations & Applications (September 25, 2024)
• Large Language Models for Financial Data Analysis: Excel Integration Strategies (September 24, 2024)
• MCP Implementation Guide: Streamlining Finance AI Workflows (September 23, 2024)
• Direct IR Data Integration: Connecting IR to AI for Modern Investor Relations (September 20, 2024)
• Feeding Fundamental Data to AI: A Step-by-Step Integration Guide (September 19, 2024)
• Guide To Company Valuation Based On Turnover: Methods & Best Practices (September 18, 2024)
• What Is The Best Book For Fundamental Analysis? (September 17, 2024)
• Understanding KPI’s like RPOs for Better Forecasts (September 16, 2024)
• 7 Revolutionary AI Tools That Are Reshaping Excel Financial Models (September 16, 2024)
• CEO Note: Basement days – Three Years Building Daloopa (September 12, 2024)
• How AI is Transforming Earnings Report Processing in 2025 (September 9, 2024)
• Super Micro Yellow Flags in the Data with the Help of Daloopa (September 5, 2024)
• Making the jump to start a financial data company – versus a cushy hedge fund job (September 5, 2024)
• CEO Note: Daloopa started with a phone call (August 30, 2024)
• CEO Note: What Daloopa does (August 22, 2024)
• All Eyes on nVidia (August 15, 2024)
• The Financial Analyst's Guide to Choosing the Right LLM for Data Analysis (August 12, 2024)
• How Crowdstrike's Financials Could Be Impacted by the Recent Outage (July 20, 2024)
• Starbucks Struggles, Hopes Rise (July 17, 2024)
• Pros and Cons of Using LLMs for Financial Analysis: Opportunities and Risks (July 15, 2024)
• Enhancements to Daloopa’s New Data Disclosure Feature (June 12, 2024)
• Can Large Language Model Analyze Financial Statements Well? Capabilities, Limitations, and Future Directions (June 3, 2024)
• Introducing Live Update Notifications (May 20, 2024)
• Daloopa Raises Series B Funding Round Led by Touring Capital, With Participation From Morgan Stanley and Nexus Venture Partners (May 7, 2024)
• How Daloopa is transforming fundamental data for equity analysts (May 7, 2024)
• Financial Statement Analysis With Large Language Models (May 6, 2024)
• Analyzing AMZN Q124 with Daloopa  (May 1, 2024)
• One size does not fit all: Retrofitting your own unique model (April 18, 2024)
• Introducing the Hyperlink Toggle (April 17, 2024)
• AI-Powered Earnings Report Analysis: Automating Financial Insights in Excel (April 8, 2024)
• The Power of the Daloopa Data Sheet in Action - DKNG   (March 19, 2024)
• Reddit IPOs - Get up to speed quickly (March 19, 2024)
• Corp Dev vs Biz Dev vs Private Equity vs FP&A vs Corp Strategy: Role Comparison & Key Differences (March 4, 2024)
• Analyst POV: Overlooked small-cap stock can generate new investment ideas (February 27, 2024)
• EPS Guidance vs. Analyst Consensus: Understanding the Key Differences in Earnings Forecasting (February 1, 2024)
• Dominate Earnings Season: Model updates in seconds of earnings report (January 31, 2024)
• FanDuel Comes to America, Finally (January 5, 2024)
• Sportsbook’s Biggest Fallacy in Action (December 13, 2023)
• Jarring Juxtaposition (December 1, 2023)
• Fundamental Analysis Software: Top Tools for Smart Investment Decisions (November 9, 2023)
• Too Much Too Late? (November 8, 2023)
• DCF vs. WACC: Key Insights for Accurate Financial Valuation (November 8, 2023)
• 5 Uses of Financial Statement Analysis (November 7, 2023)
• YOY vs. QOQ Growth Metrics (November 6, 2023)
• Types of Fundamental Analysis: Essential Methods for Stock Evaluation (November 3, 2023)
• EV vs. EBITDA: Key Financial Metrics for Business Valuation Analysis (November 2, 2023)
• Limitations Of Financial Statement Analysis: Key Constraints For Accurate Business Assessment (October 30, 2023)
• Guide To Importance Of Fundamental Analysis (October 29, 2023)
• FCF vs. Net Income: Key Differences in Financial Performance Metrics (October 28, 2023)
• How Corporate Development Departments Can Use Daloopa to Streamline Financial Analysis and Deal Flow (October 27, 2023)
• ROE vs. ROA: Key Financial Metrics for Investment Analysis (October 26, 2023)
• Pros And Cons Of Fundamental Analysis: A Critical Look At Stock Valuation Methods (October 25, 2023)
• TTM vs. NTM: Understanding the Key Differences in Trading Metrics (October 24, 2023)
• Guide To Historical Financial Performance Analysis: Essential Metrics and Methods for Investors (October 23, 2023)
• EBITDA vs. PEG: Key Financial Metrics Compared for Smart Investment Decisions (October 20, 2023)
• Introducing The Daloopa Blog (October 19, 2023)
• From Good to Great: How to Make the Leap When Building a Financial Model (October 19, 2023)
• Guide to Fundamental Analysis vs Technical Analysis (October 19, 2023)
• EPS vs. P/E: Understanding Profitability and Valuation Metrics in Stock Analysis (October 18, 2023)
• Guide To Fundamental Analysis Top-Down Approach: From Markets To Individual Stocks (October 17, 2023)
• Top 8 Best AI Market Research Tools of 2025 (October 16, 2023)
• 5 Best AI-Based Data Extraction Tools for Automated Document Processing in 2025 (October 13, 2023)
• 6 Best AI Tools For Equity Research: Top Solutions For Financial Analysis And Stock Market Insights (October 12, 2023)
• How To Download Financial Statements Into Excel From SEC? (October 11, 2023)
• The Origin Of Financial Statement Analysis: Evolution From Ancient Trade Records To Modern Analytical Tools (October 10, 2023)
• How To Get Financial Statement Data Into Excel: Quick Import Methods for Analysis (October 9, 2023)
• How To Download Earnings Seasons Data All In One Place (Skip Company IR Page Searches) (October 6, 2023)
• How To Automatically Get Stock Data Updated Into Excel (Even Right After Earnings Call) (October 5, 2023)
• How To Get IPO Data Into Excel: A Step-by-Step Guide for Financial Analysis (October 4, 2023)
• The 8 Best Investment Analytics and Performance Software for Hedge Funds: Top Solutions for 2025 (October 3, 2023)
• Exploring Financial Statement Spreading Techniques: A Guide to Modern Credit Analysis (October 2, 2023)
• Cash Flow Ratios Tools for Financial Analysis: Essential Metrics for Business Performance (September 29, 2023)
• Top Financial Model Templates for Free Download: Ready-to-Use Excel Spreadsheets for Business Planning (September 28, 2023)
• Step-by-Step Guide: Building a Three-Statement Model for Advanced Users (September 27, 2023)
• Top Investment Modeling Software for Financial Analysts (September 26, 2023)
• Equity Research Valuation Methods: A Complete Guide for Analysts (September 25, 2023)
• Fundamental Data Analysis: Tools and Techniques for Modern Business Decision-Making (September 22, 2023)
• Corporate Financial Modeling: Strategies and Tools for Technical Advisors (September 21, 2023)
• Building and Using Private Equity Models in Excel (September 20, 2023)
• Top 7 Tools for Market Research Analysis in Finance: Essential Software for Data-Driven Investment Decisions (September 19, 2023)
• Custom Dashboard Software for Financial Professionals: Streamlining Data Analysis and Decision-Making (September 18, 2023)
• Exploring Data Vendors in the USA for Financial Analysis: Top 6 Providers and Key Considerations (September 15, 2023)
• Identifying Trustworthy Data Sources for Financial Models: Key Criteria for Accuracy and Reliability (September 14, 2023)
• Data Quality Engineering in Financial Services: Best Practices for Ensuring Accurate and Reliable Financial Reporting (September 13, 2023)
• What is data quality and what should it mean for hedge fund analysts? (September 12, 2023)
• Leveraging AI for Financial Modeling: Techniques and Tools for Accurate Predictions (September 8, 2023)
• How AI Enhances Financial Analysis and Reporting: 4 Key Factors Driving the Shift (September 7, 2023)
• Top Financial Analysis Software for Professionals: Essential Tools for 2025 (September 6, 2023)
• Financial Report Analysis Software: Essential Features and Key Benefits for Modern Businesses (September 5, 2023)
• How to Use Real-Time Market Data Feeds in Financial Models: Enhancing Accuracy and Decision-Making (September 4, 2023)
• Real-Time Financial Data: Sources and Applications for Informed Decision-Making (August 31, 2023)
• The Best Sources for Historical Market Capitalization Data: Essential Resources for Financial Analysis (August 30, 2023)
• Top Hedge Fund Research Tools and Techniques: Essential Strategies for Market Analysis (August 29, 2023)
• Real-World Examples of Financial Modeling in Excel: Practical Applications for Business Decisions (August 28, 2023)
• Tools and Techniques for Financial Forecasting in Excel: Enhancing Accuracy in Business Planning (August 25, 2023)
• Comprehensive Guide to SEC EDGAR API and Database: Mastering Financial Data Retrieval (August 24, 2023)
• The Best Finance Datasets for Visualization: Top Sources for Effective Analysis (August 23, 2023)
• Hedge Fund Investment Memo Example: Crafting a Convincing Case for Allocation (August 22, 2023)
• 5 Questions To Ask Hedge Fund Managers During Your Analyst Interview (August 21, 2023)
• Analyst Salary & Hedge Funds in NYC, Miami, vs. London and the World: A Global Comparison of Compensation and Opportunities (August 18, 2023)
• Hedge Fund Interview Prep: How to study for hedge fund interviews? (August 17, 2023)
• Hedge Fund Interview Process: Essential Preparation Steps and Typical Rounds (August 16, 2023)
• Hedge Fund Analyst Interview Questions & Hedge Fund Technical Interview Questions: Essential Preparation Guide for Aspiring Professionals (August 15, 2023)
• Hedge Fund Case Study Interview Prep: Investment Banking Modeling Prep & Model Example (August 14, 2023)
• Strategic Use of Remaining Performance Obligations in SaaS (August 11, 2023)
• What does regression analysis allow banking professionals to do? (August 10, 2023)
• What is something to watch out for when using financial ratios? (August 9, 2023)
• How Data Analytics in Banking and Financial Services Drives Innovation (August 8, 2023)
• Top 5 Tools for Generating Reports from Excel Data (August 7, 2023)
• Automating Financial Spreading: Tools and Techniques (August 4, 2023)
• Using Historical Financial Data to Make Informed Investment Decisions (August 3, 2023)
• Why do investors use financial statements in fundamental analysis? (August 2, 2023)
• Where to Find Financial Ratios for Companies (August 1, 2023)
• Securing High-Accuracy Data Tools for Equity Research in Excel (July 31, 2023)
• Top Market Research Service Providers for Finance (July 28, 2023)
• The Role of AI in Transforming Financial Services: Innovations and Impacts (July 27, 2023)
• Competitive Analysis in Finance: Key Strategies for Hedge Fund Analysts (July 26, 2023)
• Multi-Strategy Hedge Funds: An Overview (July 25, 2023)
• AI-Based Data Extraction for Financial Services: Revolutionizing Accuracy and Efficiency (July 24, 2023)
• Financial Modeling Color Coding: Mastering Clarity and Consistency (July 21, 2023)
• The Growing Impact of Alternative Data on Hedge Fund Performance (July 20, 2023)
• How to Do Financial Analysis in Excel: A Detailed Guide for Professionals (July 19, 2023)
• Comprehensive Guide to Public Company Financial Statements: Analyzing Corporate Reports (July 18, 2023)
• Pros & Cons of Open Source Financial Data for Analysis (July 17, 2023)
• VBA for Financial Modeling: Enhancing Your Excel Skills (July 14, 2023)
• Automating Financial Data Updates in Excel for Efficiency (July 13, 2023)
• Exploring Fund Management Software Solutions (July 12, 2023)
• Choosing Software for Investment Research Management (July 11, 2023)
• Creating Dynamic Financial Models for Technical Advisors (July 10, 2023)
• Leveraging AI in Financial Data Management: AI-Powered Market Research Tools for Financial Analysts (July 7, 2023)
• Top Financial Data Companies and Their AI Offerings: Leading Innovations and Trends (July 6, 2023)
• Key Providers of Financial Markets Data: Essential Players and Services (July 5, 2023)
• Market Data Management Solutions for Financial Analysts: Streamlining Information Flow (June 30, 2023)
• How to Extract Financial Data from APIs to Excel: A Simple Guide (June 29, 2023)
• Accessing and Analyzing Historical Financial Statements for Accuracy (June 28, 2023)
• The Best Hedge Fund Reporting Software Solution 2024 (June 27, 2023)
• Canalyst vs Daloopa: A Comparative Analysis (June 26, 2023)
• Top 10 Canalyst Alternatives (June 23, 2023)
• How to Build a Financial Model in Excel (Correctly) (June 22, 2023)
• Where to Efficiently Get Data for Fundamental Analysis (June 21, 2023)
• Best Practices for Financial Modeling and Forecasting in Excel (June 20, 2023)
• Best Practices for Formatting a Financial Model for Quick Adjustments (June 19, 2023)
• Key Financial Statements Comparison Tools (June 16, 2023)
• Excel Formulas You Should Have Memorized as a Financial Analyst (June 15, 2023)
• Essential Financial Ratios: A Guide for Aspiring Analysts (June 14, 2023)
• 6 Common Analysis & Valuation Techniques in Financial Models (June 13, 2023)
• Indispensable Excel Add-Ins for Data Collection, Normalization & Integration (June 12, 2023)
• The Fastest Excel Add-Ins for Financial Modeling and Analysis (June 9, 2023)
• Essential Excel Add-Ins for Data Visualization & Reporting (June 8, 2023)
• How to Access Company Historicals & Fundamental Data (June 7, 2023)
• Excel Add-Ins for AI & Automation You Need to Try (June 6, 2023)
• Historical Financial Data APIs: Accessing and Utilizing Financial Archives (June 5, 2023)
• 7 Key Steps for Financial Analysis in Excel (June 2, 2023)
• 40 Excel Add-Ins Finance Analysts Should Know (June 1, 2023)