Joey Brookhart

This is @OnodaCapital from the Philippine jungle Elmo gestapo booted me for tweeting abt WSJ CEO search article Friends pls RT to help me build back @buccocapital @modestproposal1 @nope_its_lily @PythiaR @MadsPosting @akramsrazor @InnocenceCapit1

Do you have a way to visualize and understand all of your internal KPI revisions and divergences today with no additional work? Alpharepo.com sits seamlessly in your excel workflow with no templating or change to your process.

The model level page on Alpharepo.com: A high level overview of all the metrics and workflows you care about with regards to forward numbers and your historical projections. This accuracy, revision, divergence, price target, multiple, IRR, EPA, and more data is rolled…

Alphrepo.com is the System of Record for your Excel Numbers in Buy Side workflows. Across Revision, Divergence, Valuation, Sector Sheet, and CIO Sheet workflows, Alpharepo extracts and centralizes all of your excel data with ease. No Sharepoint references, multiple…

How easy is it to capture your estimate changes in excel with Alpharepo.com? It takes just 2 seconds to get all the insights and data you want to share across your firm. Come see how easy it is to add process and improve your current estimate sharing and capturing…

How is your firm tracking their forward revisions, accuracy, edge against consensus and alt data, and building sector sheets with forward estimates? Alpharepo.com helps eliminate the headaches while fitting seamlessly in your current excel workflow and models. Lets…

How are you currently compiling your sector sheets? If you want your latest forward estimate calendarized and scaled in any excel model in your organization, Alpharepo.com has built this. If you have headaches from finding the Sharepoint references,…

In NYC Monday and Tuesday for Alpharepo.com demos and implementations. Reach out if you want to meet/grab drinks or coffee

Buy dips, play golf

📨 latest edition: Missed forecasts = HUGE human + economic costs -> alt data + data science as a solution -> the inspiration for our upcoming Value Creation Summit (Weds July 16)

📊 Tired of manually calculating NTM/FY1/FY2 metrics and assigning multiples across your coverage universe? Alpharepo's valuation tracking automatically computes your Next 12 Month (NTM) metrics and seamlessly tracks multiples across your entire coverage - no more Excel…

I would just encourage people to think about why the big pods do the following. I get that they want to make switching costs painful for PMs switching to competitors but also maybe the big pods see alpha in models perhaps? 1) Why does Citadel do an in house 4 hour modeling exam…

AlphaRepo.com has some of the most 🤯 funnel -> product market fit metrics I’ve seen in the past few years Probably says something

We’re currently working on a research report that summarizes our activist score and rankings, primarily focused on boards of directors. Most importantly, we will be highlighting the extreme compensation gap between private-backed companies and small-caps, which are approved by…