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Results for category "fundamentals"

Let's Talk About Whales


Disclaimer: All data is sourced from SEC 13-F filings, and note that these figures are estimates and may differ significantly due to the recent large moves in tech stocks. For the most part the calculations should be accurate but because institutional ownership is relative to market cap, it can be skewed if there's a big change in stock price compared to the point the holdings data was reported. I've tried to ensure the market cap comparison is current, but it can still be a bit fucky due to the fact that the holdings data is from Q2 and Q3 hasn't …


TLDR: The Beige Book ... Plus Some Bonus Fortune Telling


I thought it might be handy to do a quick TLDR of the fed's beige book just to keep myself (and hopefully you) up to speed on where the economy stands and where we might be headed. Let me preface this by saying I'm not an economist and most of you probably already know most of this stuff. If you want to read the whole thing, it's here and is a good way to get a broad outlook on the US economy as a whole. I read it almost every release and it's quite an easy read and pretty enjoyable …


High Level Research and Company Comparison with LazyFA - Part Two


THIS IS A GUEST POST. CLICK HERE TO READ PART ONE!

In part one, we looked at the Red Flag Analysis tool as well as a few functions of the ChartMachine to get a deeper look at the fundamentals of General Dynamics Corp. In this section we are going to use the ChartMachine to compare two companies.

When researching prospect stocks, it is important to manage our expectations. Each company belongs to an industry and each industry is different. Comparing a defense contractor such as Boeing to a technological conglomerate such as Apple is not going to get you far …


High Level Research and Company Comparison with LazyFA - Part One


LazyFA is fast approaching 10,000 users. As I spend a large majority of my time on the site developing features, testing code and fixing bugs, I often wonder how users are actually using the site, which features they're finding most helpful, and which ones need improvement. To that point I recently reached out to an avid LazyFA user and asked him to share with me what his analysis process is like when investigating a new opportunity. He wrote up an excellent two part article explaining the basics of how he delves into the financials, using LazyFA to compare the …


Visualizing Insider and Institutional Ownership with LazyFA


Many investors know that tracking insider and institutional ownership in a publicly traded company can provide significant insight into company happenings and potentially even predict significant company events before they're announced publicly. Unfortunately, many times the ownership breakdown of a large company can be difficult to understand due to the complexity of the SEC filings that document it, the number of insiders and institutions that have a financial interest in the company, and the sheer complexity of the structure of the company itself. The situation is further complicated by the constant change in this internal ownership structure, as insiders and …