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The speaker, who previously prepared competitor analyses using public company financials in corporate strategy, shares methods for importing financial data into Excel. They mention the challenges faced when transferring data directly, leading to messy spreadsheets, which prompted them to download 10-K forms instead. The video will cover three methods for importing financial data into Excel, encouraging viewers to stay until the end for all three techniques. The tutorial begins with a search for Microsoft's investor relations page, specifically the 2021 annual report, which the speaker intends to use as the first source for data gathering. Viewers are also invited to suggest additional Excel topics in the comments.