What's The Big Deal?
Get the view from the inside. Every week, Graham Smith (ex-Ares) and Deborah Taylor (ex-Barclays) take a look at Wall Street’s headline-grabbing deals.
From mega-mergers and hostile takeovers to complex private credit transactions, they break down the why, the how, and the who behind the numbers.
What's The Big Deal?
Latest Episodes
Can Claude's AI Agents Build a Better M&A Model than Investment Bankers?
This week Debs and Graham run the numbers on the proposed Union Pacific and Norfolk Southern merger, a deal that would create a $250bn rail network. Debs built a short form merger model for it, and how she built it is the real story.Fab...
Investing With Claude AI: Screening the S&P 500 to Find Undervalued Stocks
This week Debs and Graham build an investment screen with Claude and run it across the S&P 500. The prompt was two lines: produce a value and momentum screen, pull fundamentals from the SEC API and market data from a free source. Claude cho...
How to Build INSANE Stock Research Dashboards with Claude
Graham and Deborah build a full stock research dashboard from scratch using Claude, then use it to take apart a company's latest quarterly results in real time. The data comes straight from SEC EDGAR, the build runs off a single prompt and some...
Can Claude Build an Investment-Banking Grade 3-Statement Model in Excel?
Graham asked Fable 5 for a five-year three-statement operating model on Lululemon. A few short paragraphs of instruction: where to pull historic results from, where to source forecasts, what structure to use, which levers matter fo...
Claude for Investment Banking: Building a One-Pager in PowerPoint with AI
Graham has a confession: he hates PowerPoint. Always has. The late nights at Lehman Brothers lining up charts pixel by pixel. The IC memos that never end. And when he recently tried using Claude Opus to build slides, his words were blunt: "they...