Comments on: Free Competitor Comparison Investment Spreadsheet

By: Jae Jun

Jae Jun — Mon, 30 Jan 2012 03:34:05 +0000

@Vijay,
You can download the add-in from the official yahoo groups page.

By: vijay

vijay — Fri, 27 Jan 2012 20:39:18 +0000

I’m getting this error message when i downoad the add-in

Error 404 – Not Found
The page you are looking for is not found. Please check the link and try again. If it keeps occurring, please contact me via one of the methods at the bottom of the page.

By: vijay

vijay — Fri, 27 Jan 2012 20:36:41 +0000

Good Morning,

i have dowloaded the above file but there is add-in could you please arrange this addin

By: Tom

Tom — Sat, 27 Nov 2010 05:09:08 +0000

there is a minor error in the competitor analysis worksheet. Under the growth rates section for ‘Sales (TTM) vs TTM 1 Yr. Ago’ the formula uses a reference to “Valuation Ratios”. Unfortunately, in the Reuters database there is another text item that has the text value TTM in it. It is the “price to sales (TTM)” value. So in your spreadsheet the price to sales (TTM) shows up in 2 locations. In the correct location for price to sales and in the Growth Rates section for “Sales (TTM) vs TTM 1 YR. Ago”. To correct the error, in the formula for Sales (TTM) vs TTM 1 Yr. Ago, change the reference from “Valuation Ratios” to “Growth Rates” for the formula in each of the six columms containing competitors information.

By: Jae Jun

Jae Jun — Fri, 25 Dec 2009 18:02:10 +0000

Hi James,

With many of my stock analysis I make reference to ratios, metrics and fundamental analysis to make my decisions. To explain it here would be extremely long, so a good way would be to read my previous stock ananlyses and start from there.

Also make sure you check out the must have investing metrics and ratios article I wrote.

By: James

James — Fri, 25 Dec 2009 02:05:46 +0000

Hi Jae,

I’ve been really intrigued by your website and am seriously looking at buying your premium spreadsheet version. I would, however, love it if you kind of explained the way you go about using the information you get from the spreadsheet to make your investing decisions. I am a fairly novice investor, but I am trying to learn as fast as possible.

Thanks a lot,

James

By: Jean

Jean — Wed, 13 May 2009 12:36:29 +0000

Hi Jae, in fact, I have the premium version (DCF+Graham+comparison+spider…).

After reflexion, here is the following data that may be interesting:

Enterprise Value/EBITDA
Enterprise Value/Revenus
% from 52-Week Low (need to be calculated from 52-Week Low cell and last trade).

The first 2 are very useful to compare companies because Enterprise Value take car about debt and cash.

The % from 52-Week low, just to know if the timing is good or not.

Your website is great. Keep going!

By: Jae Jun

Jae Jun — Wed, 13 May 2009 07:23:34 +0000

Thanks for the suggestion Jean. With the free investment spreadsheet, unless it is a spreadsheet I use on its own, I stop updating it once I’ve uploaded it. It takes quite a lot of work to change and update a few lines because I have to make the same changes to many spreadsheets. It makes it difficult to keep track of so many different versions I have available.

FYI If I do make the change, it will be on the premium version.

By: Jean

Jean — Tue, 12 May 2009 14:36:20 +0000

Jae,

May I suggest you add a line “Enterprise Value/EBITDA”.

This information is available on Yahoo finance!

Regards

By: Jae Jun

Jae Jun — Mon, 24 Nov 2008 00:22:51 +0000

No worries. I hope you find some good gems with it.

By: wowed

wowed — Sat, 22 Nov 2008 03:32:42 +0000

wow. thanks! these are great for a first pass. greatly appreciated.

By: Jae Jun

Jae Jun — Wed, 06 Aug 2008 03:59:27 +0000

Glad that you are enjoying the blog. Hope I can keep up the content

By: Amit D.

Amit D. — Wed, 06 Aug 2008 00:59:14 +0000

I just wanted to show my respects to you & your methodical work. Great stuff, I enjoy reading your blogs

By: Jeff

Jeff — Thu, 10 Jul 2008 23:30:18 +0000

Jae,

Excellent! Very useful. Thank you.