Category — Investment Tools

If you are in need of a fast loading automatic spreadsheet for your buy or watch list and you don’t want to load up your browser each time, you may want to check out this spreadsheet on Gummy Stuff. Continue reading Investing and Finance Spreadsheet Site >>

With increasing prices in food, commodities and inflation, I have decided to distribute the spreadsheets via an alternative method.

The spreadsheets have now been split into a basic and premium version.

The basic spreadsheets are the free versions which now only contain the financial statements and a valuation page. After using it, I hope that users will want to upgrade to the premium version.

Need information about competitors? Tired of Google, Yahoo or other websites showing incorrect competitor data or just not enough information? Problem solved.

I was browsing through the SMF Yahoo Groups and I came across a nice looking spreadsheet that graphs up to 10 years of information. When I look for or create spreadsheets my focus is on ease of use and pleasing aesthetics. If at first glance the spreadsheet is overwhelming, no one will want to use it, including myself. With that in mind, I bring you this new spreadsheet.

Although finding great, stable companies with more than 10 years of history to examine is ideal, not all companies fall into this category. A boat load of companies fall into the category of around 5 years of operational history. This modified spreadsheet calculates the intrinsic value based on the last 5 years and I’ll also take you through the steps to modify the spreadsheet yourself so that you can apply it to other databases other than Morningstar.

Previously I put up a Graham intrinsic value spreadsheet. As with any intrinsic value calculating method, there are shortcomings and disadvantages. Even with this new one that I have uploaded, there are disadvantages but it is logical and reasonable. This spreadsheet utilises the Discounted Cash Flow method, which I believe to be the most logical method of calculating a company’s value.

Anyone that knows me knows that Im a nut about finding efficient, fast, time saving methods. The latest one to add to my toolbox is an RSS for EDGAR, courteousy of F Wall Street.

If you haven’t read The Intelligent Investor, you are missing out on timeless advice. One of which is to buy at a great margin of safety. I won’t be going through the details of the book here. Instead, I’ve applied Graham’s formula to an excel spreadsheet I created to allow an investor to quickly valuate a company (quantitatively). There are sites that already do this such as Invest In Value but I wanted something where I could do it on my own for any company.

For an investor, keeping track of personal performance is important. Many people believe they know their return rate by calculations in their head, but surprisingly, we always overestimate ourselves. Our actual return usually comes out a few % lower than we expected. These few percentages can add up to the cost of ten of thousands.