Module 1(a) Discussions

This is a page where you can ask any questions you have regarding Module 1(a) of our Free Forecasting and Basic Financial Modelling Training. In case you haven’t registered for it yet please visit the page and follow the given instructions.

The idea behind Module 1(a) is to familiarize you with the company and help you understand its business better. So, you need to carefully go through the company’s 10-K and its earnings call transcripts. Since most of you are doing this for the first time, you are bound to have doubts. Please don’t hesitate to ask your doubts here, no matter however minuscule you think they are. This is important if you want to learn. You may also need to dedicate a good amount of time to go through earnings transcripts. If you are reading an earnings call transcript for the first time, it may take 5 to 8 hours to understand it. It is absolutely normal. Do not worry, the time required will go drastically down once you have done a couple of more companies.

The comments here are moderated. So, they may take some time to show up. Please give us at least 24 hours to make your comments live and share our response.

We will share Module 1b with you after you have emailed your Module 1a task.

Please use your real name while asking questions here. This will help us in responding properly through comments or even email/call/ Whatsapp chat in case you need more assistance in understanding.

4 thoughts on “Module 1(a) Discussions”

  1. 1. No. of communities as per Q2 2021: 226
    2. Adsorption: 5.5 net orders/month on Q2 2021
    3. ASP: $386K as per Q2 2021
    4. COGS/Gross Margin: 27.3% as per Q2 2021
    5. SG&A: $117M as per Q2 2021

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    1. Hi Suriya, In addition to where these numbers are I am also interested in where they are headed and what factors are impacting them. So, if you can read Q2 2021 transcript and add some of the relevant points from there it might be helpful.

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