Monday Morning Mashup

By Thomas Konings

Every Monday morning I will send you an email with things I discovered during the week that I found helpful. Ranging from interesting theories to practical Excel tips and insightful articles I read, this newsletter will make your Monday a little bit better for sure!

Every Monday morning I will send you an email with things I discovered during the week that I found helpful. Ranging from interesting theories to practical Excel tips and insightful articles I read, this newsletter will make your Monday a little bit better for sure!

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The future of data centers & a little break - MMM #34

The "cloud" might be changing ownership soon. For decades the real estate housing big tech's server farms was owned by real estate investment companies. Now that seems to be changing, with big tech, led by Amazon and Microsoft, increasingly owning the real es…


Understanding Hydrogen - MMM #33

The energy sector is undergoing a lot of changes. I think it's important for everyone to have a good overview of the developments in the sector and also to recognize the limitations of certain technologies.These two articles give you an overview of the state …


Circular Philosophy - MMM #32

When working through the final few lessons of the Gridlines essential financial modelling course this week, I spotted a great article in the comments. Ed Bodmer, a modelling guru, has written a comprehensive article on the philosophy of circular references, a…


Mind the CHIPS - MMM #31

The US passed the CHIPS Act this week, a monumental piece of legislation with bipartisan support that aims to rejuvenate US industrial production of semiconductors.An excellent analysis of the economics & strategy behind CHIPS


Free Full Stack Modeller this Week - MMM #30

This week I'll be taking a look at the Open Week of Full Stack Modeller. They provide master classes in modelling. This week access is free so I highly recommend taking a look at it!They also have a free skills assessment.


Snap Snapped- MMM #29

Snapchat: the smash hit app that rivaled Instagram for a while seems to be facing competition. Although user numbers are up (beating the forecast even), revenue growth is slowing down. The reason: advertising.The company cites privacy changes to iOS as one of…


Push for Parity - MMM #28

The dollar is doing well. As the currency grows stronger others have been falling relative to it. In this highlight I'll go over some of the larger concepts at play here.1: why has parity happened


Another True Mashup - MMM #27

I've recently discovered this overview of Finance Modeling by Mergers and Inquisitions. It's a great starter for those interested in the subject and comes highly recommended as a revision tool.


Fear, Greed, and Risk Capital - MMM #26

A bit of a long read highlight this week but well worth it if you want to understand the underlying causes of the recent market downturn. Dr. Damodaran published an extensive write-up this week about the impact of fear and greed through the availability (and …


Crypto Credit Crisis - MMM #25

I've always found crypto to be a bubble and these past few weeks have not changed my view (😉). With exchanges freezing withdrawals following the Terra "stable" coin collapse the management of crypto corporates has been compared with Ponzi all too many times.C…


Greener Plants - MMM #24

CRISPR is an amazing breakthrough technology that has allowed us to modify genetics. Now one of the technology's co-inventors (Jennifer Doudna) wants to use the technology to create crops that absorb more CO2. It comes as part of a wider investigation into te…


Fuel(ing) Innovation - MMM #23

Aviation has the image of being very carbon intensive ("dirty"), although it only accounts for 3% of carbon emissions. The industry relies on the development of alternative fuels to fuel its sustainability goals (such as the one created by Shell).MIT technolo…


Upgrade your Excel Skills - MMM #22

I'm very passionate about productivity & efficiency. That translates to the world of Excel too. I've recently been interested in getting into the FAST modelling standard and in my Reddit research I came across the perfect tool: a macro pack created by Gri…


Data, Consulting, and Semiconductors - MMM #21

I'll admit I'm not a big football fan (soccer for the Americans), but I am excited about these cool visualizations of the premier league by John Burn-Murdoch at the Financial Times. In this Twitter thread he goes over some of his visualizations, showing how E…


Wind-Hydrogen Combo - MMM #20

The EU has an energy problem, that's nothing new. With geopolitical issues surrounding Russian gas the initial German plans to phase out coal for gas seem very uncertain. Germany, The Netherlands, Belgium, and Denmark have found an alternative: artificial isl…


Spreadsheet Deep Dive - MMM #19

I came across this really cool macro pack or productivity add-in for Excel that's provided by Gridlines as part of their free course: Essential Financial Modelling. It's no secret that I'm a big Excel fan and I really like my shortcuts (to the point that I mo…


That 70s Inflation Show - MMM #18

Excellent coverage by Prof. Damodaran of the possible scenarios that can unfold over the next year(s) regarding inflation and economic growth. Worth a watch if you're interested in macroeconomic development, everyday impact of inflation, and if the market is …


Limits to Netflix - MMM #17

Netflix broke the internet last week by losing subscribers (!) prompting the company to announce a new "basic" subscription that has ads (it's really starting to look like cable). The streaming firm also announced a decrease in marketing staff and more reform…


Starlink Skybound - MMM #16

Starlink has been a blessing for people living in rural areas of the globe. Because the network's satellites orbit much closer to earth the latency ("ping") is comparable to fiber (and will be better than fiber at some point). It has helped bring remote medic…


Watch your Cheese - MMM #15

The price of cheese has been on the rise. And it shows. Earlier this month there was a "cheese heist" in the Netherlands. At the current prices of cheese the 1,600 kilos of cheese stolen are worth $23,000. Detailed coverage by the Financial Times and the heis…