The problem
Every industry has one spread, one ratio, one curve that decides who makes money and who quietly goes broke. Model a bank like a retailer, or an airline like a software firm, and you’ll misread the business entirely.
Sector economics don’t forgive generalists. A bank lives or dies on net interest margin; an airline on the gap between what a seat earns and costs; a hotel on RevPAR, not occupancy; a SaaS business on the Rule of 40; a mine on ore that isn’t money until it’s out of the ground. Use the wrong model and every conclusion is wrong.
The analysts who cover these sectors credibly speak each one’s native financial language. This book teaches you twenty-two of them.
What this book gives you
How to Master Industry-Specific Models gives you the 22 models that decode how particular sectors actually make money — each a full chapter with the working model behind it.
- Net Interest Margin (Banks)
- Insurance Reserving
- Real Estate Development & Waterfall
- Project Finance
- SaaS Rule of 40
- RevPAR (Hotels)
- RASK–CASK (Airlines)
- Risk-Adjusted NPV (Pharma)
… 22 in all, from banking to mining to airlines.
See it move
Take the airline: build RASK and CASK — revenue and cost per available seat-kilometre — and the entire business reduces to one spread. Move fuel cost or load factor a few points and watch a profitable route cross into loss. One number explains why airlines go broke in good times and great ones. Every sector in the book has its equivalent, and now you can build it.
Buying more than one category? All 25 books and every one of the 467 models are £29.99 in the Business Framework Omnibus — less than the price of a third book. Prefer to try first? The free Framework Starter Pack gives you five complete chapters and their live Excel models.
22 frameworks. One category. The complete learning path. Every model in Industry-Specific Models — explained, applied, and ready to use.
How to Master Industry-Specific Models walks you through the complete arc: 22 models, in the order you'd actually learn them, each with a full practitioner chapter and a live Excel companion.
- 22 models across Industry-Specific Models, the complete learning path
- Full practitioner chapters plus a live Excel companion for every model
- Written from 30+ years in investment banking, M&A and private equity
Industry-Specific Models at a Glance
