Hi TC! Brilliant suggestion. As we build up our library of visuals over time, offering an animated version would be a natural next step. Note that the comparisons year-over-year are always available in the diagrams (revenue growth and margin trends).
Fantastic article. Have you considered writing article how to analyze REITs, since those are pretty different and internet lacks on such information. For example ARR?
This is fantastic! A great baseline for getting better value out of reading each of your recaps. Very informative as always. Looking forward to the balance sheet and cash flow breakdowns. Thanks!
Thanks for this great work. I really appreciate the effective way that you communicate these often-complex financial ideas. I'm looking forward to your future work on the balance sheet and cash flow statements.
✍️ Subscriber-only weekly posts on specific businesses or trends.
📊 Monthly high-resolution PDFs packed with visuals covering recent earnings.
🗳 Ability to vote for additional companies to include in our research.
The diagrams are built in-house and require a lot of manual design work. You can create Sankey diagrams via many tools such as PowerBI or Tableau depending on what you have access to.
This is a really good introduction to this stuff.
One question/request - have you considered creating an animated version of these diagrams that show this data over time?
I think those would be very cool animations. And since so many of these metrics are best evaluated over time, I think they would be valuable.
Hi TC! Brilliant suggestion. As we build up our library of visuals over time, offering an animated version would be a natural next step. Note that the comparisons year-over-year are always available in the diagrams (revenue growth and margin trends).
Fantastic article. Have you considered writing article how to analyze REITs, since those are pretty different and internet lacks on such information. For example ARR?
Thank you so much for the warm feedback, Edek! I had not considered REITs yet but I might get to it in the future.
Incredible introduction - easy to grasp and with the exact right level of detail. Well done!
Thank you for the kind words, Thomas! It means a lot.
This is fantastic! A great baseline for getting better value out of reading each of your recaps. Very informative as always. Looking forward to the balance sheet and cash flow breakdowns. Thanks!
Thank you for the warm feedback, Christian! Stay tuned for the next articles!
Thanks for this great work. I really appreciate the effective way that you communicate these often-complex financial ideas. I'm looking forward to your future work on the balance sheet and cash flow statements.
This is good!
Thank you, Faig!
Thank you, excellent guide.
Thank you so much Alessandro!
Will a paid subscription give me the ability to create these graphs for my own company’s financials and board reports?
Hi John,
Thank you for reaching out!
You can learn more about what the subscription offers here:
https://appeconomyinsights.substack.com/about
Paid subscribers get:
✍️ Subscriber-only weekly posts on specific businesses or trends.
📊 Monthly high-resolution PDFs packed with visuals covering recent earnings.
🗳 Ability to vote for additional companies to include in our research.
The diagrams are built in-house and require a lot of manual design work. You can create Sankey diagrams via many tools such as PowerBI or Tableau depending on what you have access to.
I hope this helps!
Great overview - I am wondering why CAPEX is not mentioned and where it fits in?
Hi Andreas! Thank you so much! You can find our overview of capital expenditures (capex) in our article covering the cash flow statement.
https://www.appeconomyinsights.com/p/how-to-analyze-a-cash-flow-statement
Wow great way to explain it
good
Great,great,great! Thank you!
kal