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Notices
JV
Jason Voss, CFA (not verified)
24th March 2015 | 9:07am

Hello Yvette,

Yes, the one at Zack's is one-page. I have seen one-pagers up to 120-pagers. I think a good range is around 5-12 pages, with a sweet spot of around 8 pages. The reports I created were entirely embedded in Excel. My workbooks began with a summary worksheet that looked like a Zack's-type analysis. The data in that summary was pulled from the other worksheets in the workbook. So individual worksheets handled one major calculation. For example, a worksheet to calculate a GDP forecast; a financial statement analysis of annual results; a valuation; comparisons with competitors; and so forth.

Yours, in service,

Jason