Uploaded May 2026 | Updated September 2026, 2 weeks ago

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In this episode of Financial Modeler’s Corner, host Paul Barnhurst invites Shreya Bhatt to explore how financial modelers approach portfolio roll-ups and the variables that truly move returns.

Most people think scale reduces risk.

In modeling, it amplifies every assumption.

A tiny tweak in tariff or escalation.

Can ripple across an entire portfolio.

Commercial variables set the foundation.

If they’re inconsistent, your outputs aren’t comparable.

Then comes the real engine. Technical performance.

Capacity degradation. Availability. Operating costs.

🎧 Listen to the full episode on @thefpandaguy

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