Friday, March 22, 2019
Our New Master Class Video

Thursday, March 21, 2019
Tech Data’s Goodwill Adjustment

Tuesday, March 19, 2019
There’s Taxes, and There’s Taxes

Saturday, March 16, 2019
Adventures in Tax Cuts and Net Income

Monday, March 11, 2019
Big Moves in Goodwill, Intangible Value

Friday, March 8, 2019
CVS, Goodwill, and Enterprise Value

Thursday, February 28, 2019
Summary of Our Goodwill Research/ How-To

Wednesday, February 27, 2019
What Does ‘Other’ Mean? An Example

Thursday, February 21, 2019
Another Tale, Buried in the Footnotes

Wednesday, February 13, 2019
Low Latency Calcbench

Monday, February 11, 2019
Now Streaming on Hulu: Red Ink

Thursday, February 7, 2019
Early Look at 2018 Tax Decline

Wednesday, February 6, 2019
You Revised WHAT, Netflix?

Thursday, January 31, 2019
Talking About Huawei Exposure

Wednesday, January 30, 2019
Another Discrepancy in Reported Numbers

Wednesday, January 30, 2019
Finding Revised Facts: Hertz Edition

Wednesday, January 23, 2019
GE Commercial Aviation Services: Bringing Numbers to Light

Monday, January 21, 2019
Differences in Earnings Releases and 10-Ks

Wednesday, January 16, 2019
The Importance of Textual Analysis

Tuesday, January 8, 2019
A Look at Climate Change Disclosures

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In our continuous effort to improve the functionality of our tools, we have just added an easy way to get the “most recent” periods in our Excel Add-In.

The main advantage of this set up is that you can embed these formulas in your worksheet and it would be automatically updated with the latest information every time you go in to the file.

So for example, if you are looking for Microsoft’s Revenue in the most recent year, you could enter

=CalcbenchData(“Revenue”, “MSFT”, 0, “MRY”)

Similarly, if you want the most recent quarter, or most recent trailing 12 months, it would be:

=CalcbenchData(“Revenue”, “MSFT”, 0, “MRQ”)

=CalcbenchData(“Revenue”, “MSFT”, 0, “MRQ TTM”)

The advantage of this format is that you can easily go beyond the latest period to earlier periods. For example:

=CalcbenchData(“Revenue”, “MSFT”, 1, “MRQ”)

would be for 1 quarter prior to most recent quarter.

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