Stocks - I made a spreadsheet to help myself a better long-term investor |
- I made a spreadsheet to help myself a better long-term investor
- YouTube more valuable than Netflix?? But is the stock price of GOOG valuing it?
- How often do you inject money into your portfolio?
- What are some examples of companies with a wide moat?
- Wall Street Week Ahead for the trading week beginning August 30th, 2021
- Should I be scared, that I can't withdraw my money?
- Is Fresh Del Monte Produce (FDP) a buy right now?
- Too soon to invest in hydroponic agriculture?
- DOCUsign stock: Good long term hold or just a pandemic beneficiary?
- Microsoft vs Facebook
- Invest in GOOGL and GOOG or pick one of the two?
- Coffee stocks
- Does this work the way I think it works in my head?
- I started a finance news aggregate site called Macrohint.com
- Chancing volatility
- Covid results of Amarin's drug this Sun Aug 29th at ESC Congress
- Timing the market best for a bear market?
- Global Electrification Plays
- Buying an ADR vs the stock itself?
- For those with some same stocks across multiple brokerages - how do you make timely trades across brokerages?
I made a spreadsheet to help myself a better long-term investor Posted: 28 Aug 2021 07:30 AM PDT **Bug fixes**Hi there was a bug where the API key wouldn't work. That has now been resolved. If you made a copy before, this won't be deployed over and you'll have to make a copy again :(. TLDR; I made a spreadsheet that automatically tracks and adds up Owner's earnings:About a week ago I made two posts called The Biggest Misconception of Investing & Companies that outearn, outlive, and outperform. In the first post, I talked about how investing is not looking at a company's stock price hoping it will go up. Instead, you should look at the company's earnings and collect it like a landlord would their rents — with the expectation that the earnings will one day be greater than the amount you invested. The second post details how companies with moats make more money than other companies and hence why they're better investments. I shared a simple, three-step process to identify companies with moats and stressed the correlation between companies with strong moats and Owner's earnings, a metric Warren Buffett created and uses to value companies himself. Unfortunately, Owner's earnings is not a standardized metric and is not provided in the financial statements. It can however be calculated. Many of you responded with very encouraging and kinds words. Thank you❤️. In that same vein, I made a spreadsheet based on these concepts that can and hopefully will help you and retail investors alike become better long-term value investors. For those of you unfamiliar with Owner's earnings, I will be making a post on this shortly for those of you who wanted me to delve into it more. For now, just know that it represents how much cash falls into the business owner's pockets. Basically it is the amount of cash you're left with after you spend on whatever you need to to maintain, but not grow, the business and is a more realistic and accurate portrayal of a company's intrinsic value than EPS, Operating Cash or FCF. In other words, if you have a business that is not profitable (in terms of net income) because it is continually reinvesting its profits into growth for more profits tomorrow, owner's earnings will reflect this and will reward a company that has high revenues but continues to reinvest... think Amazon. Amazon's net income was negative for over a decade, but it's owner's earnings consistently kept going up! What does this spreadsheet do?This spreadsheet puts you in the position of a business owner, who collects the earnings of their companies on a regular basis. When you own a share you own a part of the business and therefore receive a part of its profits. It does so by automatically tracking and accumulating your Owner's earnings your shares. All you got to do is input your transactions — ticker symbol, date purchased, number of shares purchased, and share price. Instead of showing you your total portfolio value or day-to-day share price, which is not only irrelevant to long-term investing (mostly), but also suboptimal insofar as it can evoke volatile emotions and trigger poor decisions, this spreadsheet chiefly displays the Owner's earnings of the businesses and shares you own. How will it make you a better long-term investor?This spreadsheet and the formula behind it have been meticulously designed to make you a better long-term investor. The formula is as follows: To maximize your earnings, you must maximize each of its components. In doing so, you will have achieved the holy grail of long-term value investing: 1. Invest in great companies with wide moats To maximize owner's earnings you must invest in great companies with wide moats that can and will grow their earnings at a high rate for many years into the future. You don't want a company whose earnings stay the same year after year, you want a company that can grow as fast as possible for as long as possible. 2. Buy stocks at a discount instead of panicking when it falls To maximize the number of shares you own you must hunt for value and bargains. You have a limited amount of money to invest so you naturally want to buy as many shares (or earnings) as you can with that money. If two similar companies make $10 a year, one of them selling for $50 a share and the other $25 a share, you're going to go for the one selling for $25 (assuming equal growth rates) because you can buy $20 worth of earnings for the same amount of money. In other words, you want to grow your earnings as efficiently as possible. 3. Hold on to companies for the long run and compound your money To maximize days held you must hold onto your shares for as long as possible. The logic behind this is simple: Each day you hold on to a stock, the more money you make. If you hold a stock for a year, you make 100% of its owner's earnings for that year for every share you owned. If you own it for 6 months you get 50% of its earnings. The longer you hold onto a stock, the more earnings you accumulate, and the more your money compounds. Bottom lineThis spreadsheet is an improved, more automatic, and intuitive adaption from a solution I've been using myself and it's helped me become a more calm, collected, rational investor. Without it I would not have had as much fun finding great companies with strong earnings potential, nor would I have held onto them for as long as I have. In other words, it has made me a much more successful long-term investor and I hope it can do the same for you. Heres a copy of the spreadsheet: https://docs.google.com/spreadsheets/d/1dkoTDNG_JWeYP-_GJNW8f_MVXfDbSWyZPlfTRo28OUM/edit#gid=2052305304 ________________________________________________________________________________________________________**Future updates:**This is a very early prototype, with limited functionally. One being you can only go back 5 years from today. The whole point of it is to allow people to better visualize how one would track earnings like I've strongly advocated for in previous posts. I will continuously update this spreadsheet to make it better, introduce greater functionality, and make it even more enjoyable to use (I am working on a version 2 as I write this). If you would like to get updates, please enter your email here: https://docs.google.com/forms/d/1kT0PABNoUeLpu4DUPUZtemPSG2gNhUll3CyMZO_Wz4U/edit?usp=sharing I put in a lot of effort in this sheet and it would really mean a lot to me if you could spare an extra 1 minute to share your feedback too ❤️ Looking forward to your feedback, comments, criticisms 🙂 [link] [comments] |
YouTube more valuable than Netflix?? But is the stock price of GOOG valuing it? Posted: 28 Aug 2021 02:54 AM PDT A recent Motley Fool article (depends on how much you trust them) ran over some very interesting data points on how YouTube's fundamentals are way stronger than Netflix and is about to reign #1 on Connected TV platforms. Another report I read earlier mentioned that Youtube has paid over $30B to creators over the last 2-3 years (all those annoying unskippable ads doing some good perhaps). One edge that Youtube has is that they don't have to pay creators upfront like Netflix does. They only share revenue upon monetization. It makes them a very cashflow friendly business that's growing 35-40%. Their direct response ads business is also going gangbusters. The question is whether this is already priced into the Google Stock? [link] [comments] |
How often do you inject money into your portfolio? Posted: 27 Aug 2021 11:45 PM PDT Hello all. Relatively new to all this, but I've done my research as best I could before I thought I might as well chuck a bit of expendable cash into stocks so I can better learn the ropes. My question is: how often do you all buy more of the stock of something you've already invested in? Once a week, a month, every payday? My plan is long term, I'm not knowledgeable for day-trading, however, I do (over time) want to increase the amount I have invested. Cheers! [link] [comments] |
What are some examples of companies with a wide moat? Posted: 28 Aug 2021 10:57 AM PDT I see "moat" thrown around as this is a key for companies to thrive. I really don't understand what is meant by this. What are these companies? If there is a wide moat wouldn't competitors look to go in that direction? [link] [comments] |
Wall Street Week Ahead for the trading week beginning August 30th, 2021 Posted: 28 Aug 2021 05:29 AM PDT Good Saturday morning to all of you here on r/stocks. I hope everyone on this sub made out pretty nicely in the market this past week, and is ready for the new trading week ahead. Here is everything you need to know to get you ready for the trading week beginning August 30th, 2021. A key jobs report in the week ahead could drive the next big market move - (Source)
This past week saw the following moves in the S&P:(CLICK HERE FOR THE FULL S&P TREE MAP FOR THE PAST WEEK!)S&P Sectors for this past week:(CLICK HERE FOR THE S&P SECTORS FOR THE PAST WEEK!)Major Indices for this past week:(CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!)Major Futures Markets as of Friday's close:(CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!)Economic Calendar for the Week Ahead:(CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!)Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:(CLICK HERE FOR THE CHART!)S&P Sectors for the Past Week:(CLICK HERE FOR THE CHART!)Major Indices Pullback/Correction Levels as of Friday's close:(CLICK HERE FOR THE CHART!)Major Indices Rally Levels as of Friday's close:(CLICK HERE FOR THE CHART!)Most Anticipated Earnings Releases for this week:(CLICK HERE FOR THE CHART!)Here are the upcoming IPO's for this week:(CLICK HERE FOR THE CHART!)Friday's Stock Analyst Upgrades & Downgrades:(CLICK HERE FOR THE CHART LINK #1!)(CLICK HERE FOR THE CHART LINK #2!)(CLICK HERE FOR THE CHART LINK #3!)
STOCK MARKET VIDEO: Stock Market Analysis Video for Week Ending August 27th, 2021([CLICK HERE FOR THE YOUTUBE VIDEO!]())(LINK REMOVED.) STOCK MARKET VIDEO: ShadowTrader Video Weekly 8.29.21([CLICK HERE FOR THE YOUTUBE VIDEO!]())(LINK REMOVED.) Here are the most notable companies (tickers) reporting earnings in this upcoming trading week ahead-
(CLICK HERE FOR NEXT WEEK'S MOST NOTABLE EARNINGS RELEASES!)(CLICK HERE FOR NEXT WEEK'S HIGHEST VOLATILITY EARNINGS RELEASES!)(CLICK HERE FOR THE MOST ANTICIPATED EARNINGS RELEASES BEFORE MONDAY'S MARKET OPEN!)Below are some of the notable companies coming out with earnings releases this upcoming trading week ahead which includes the date/time of release & consensus estimates courtesy of Earnings Whispers:
DISCUSS!What are you all watching for in this upcoming trading week? I hope you all have a wonderful weekend a great trading week ahead r/stocks. :) [link] [comments] |
Should I be scared, that I can't withdraw my money? Posted: 28 Aug 2021 06:00 AM PDT I've wanted to try and invest in some stocks. The easiest option for me seems to use apps like Etoro and Webull. While I was comparing those two and looking on reviews and such, I found a decent amount of people saying that they can't withdraw money and some even that they've somehow lost it in the process of withdrawal. This scared me a bit, so I'm here to ask, does this happen often? Should I be scared? Or was this just a one in a million case or had some other reason. Thanks a lot. [link] [comments] |
Is Fresh Del Monte Produce (FDP) a buy right now? Posted: 28 Aug 2021 11:20 AM PDT I was recently looking for some more safer companies to invest in and decided to do some DD on FDP.
Looking at the 10-k report for Q2, they reported that their main revenue sources are
They also reported that they saw increases in pineapples sales in all regions which helped increase their net sales . When I look at the forecast for the banana market and pineapple market, it seems like it is going up year over year (So I assume this helps with future profit to the company). My question is, given the fundamentals of this company as well as the current trends in eating ( i.e. healthier eating, dieting, plant based diets, etc.) , would FDP be a good buy or am I missing something in the bigger picture? [link] [comments] |
Too soon to invest in hydroponic agriculture? Posted: 28 Aug 2021 01:46 PM PDT With the variability of the climate and seeing how flooding/drought has impacted farmlands in recent years you would think there would be a pivot to more controlled ecosystems implementing virtual grow houses and hydroponics. It certainly has to be the future of agriculture if we intend to continue to expect our fresh foods to be available year round. My question is, who is in this business right now? I've skimmed the web searching for companies that are currently vested in the business of hydroponic agriculture and seem to only come up with private entities. [link] [comments] |
DOCUsign stock: Good long term hold or just a pandemic beneficiary? Posted: 28 Aug 2021 12:31 AM PDT I have been looking at DOCU performance, which has been stellar this past year : 139%. Revenues have also been growing strong, roughly > 40% over the last 5 years and they have a 70%+ gross margin. In a paperless world, their features will be in strong demand but I'm unsure if they are a long term hold because a) Don't understand what moat they have - isnt Adobe doing the same thing? b) They haven't turned a net profit ever I think so FCF is debatable. [link] [comments] |
Posted: 27 Aug 2021 08:25 PM PDT As the title suggests, which stock do you think has more upside in the next 3-5 years? I'm holding Microsoft but I'm thinking of making a switch to Facebook due to its higher revenue and profitability growth. The only thing that worries me slightly is the regulatory risk for Facebook. Also, Microsoft is pretty stretched in its valuation in my opinion. [link] [comments] |
Invest in GOOGL and GOOG or pick one of the two? Posted: 28 Aug 2021 01:19 PM PDT I'm curious to see what everyone's thoughts are on this. Would I be better off investing an equal amount of money into GOOGL and GOOG stock or would I be better off investing in only one of the two? They both have extremely similar trends and the only difference I came across was with voting rights which I don't care about. I've seen so many past articles and posts talking about picking between the two, but why not pick both? Would there be any disadvantage or risk with this? [link] [comments] |
Posted: 28 Aug 2021 09:35 AM PDT Hi everyone I'm new to stocks and am a slow builder in my portfolio. 20 bucks here and there believe it or not. I like to invest a little here in there in things I know people buy a lot of on leisurely occasions besides alcohol since I don't drink. Anyone know of any good coffee stocks on the up and up that aren't Starb or other major chains? Also what are some things I should look out for in September for good things I should be looking into thanks. [link] [comments] |
Does this work the way I think it works in my head? Posted: 28 Aug 2021 06:21 AM PDT Pretty new to investing but had a shower thought. I've never read or studied stocks or investing so if this is completely normal and what everyone does, just call me an idiot. Assume for this scenario stocks only go up. If I invest 10k in a company, and pull out my initial 10k when the stock goes up and leave the "house money" to ride out, and then put my initial 10k into another stock, pull out again when it goes up, and repeat this process over and over, do I pay short term gains tax at all If I leave all of the house money in the stocks until a year passes? My assumption is you only get taxed on your realized gains, but if I always only sell that original 10k, I've never actually made a profit yet. Is this a right way of thinking? [link] [comments] |
I started a finance news aggregate site called Macrohint.com Posted: 28 Aug 2021 02:12 PM PDT Hey r/stocks I started a financial and economic news aggregate site (updated daily). The home page is the news aggregation portion and there's a blog page where I have posts about the market(s), economy, and specific stocks too. The website is Macrohint.com I also have a page on the site called "follow the money" where I compile private jet travel information and connect the dots (or try to) on why those companies or businesspeople are traveling to where they are (as it specifically relates to their company or business). It's mainly an attempt to track big money and even try to get ahead of mergers and other big corporate actions. There's also a newsletter function where when you sign up, it'll update you when I make a new blog post (nothing more than that). I would really appreciate if you checked out the website and give me any feedback. What do you like and dislike about the site? How could it be better? Thank you very much! [link] [comments] |
Posted: 28 Aug 2021 10:15 AM PDT Has anyone here found a decent strategy for selling puts after a stock explodes and pulls back? I have been looking at put premiums for $SPT and extremely out of the money puts are prices very high for 17 sep. I was wondering if anyone has found this as a viable strategy? Selling OOTM cash covered puts on the meme stocks when they go moon and right after they pull back. [link] [comments] |
Covid results of Amarin's drug this Sun Aug 29th at ESC Congress Posted: 28 Aug 2021 05:33 AM PDT Results from the clinical trial(Prepare-IT) of ($AMRN) Amarin's drug Vascepa will be presented this coming Sunday(Aug 29th) at ESC Congress(European Society of Cardiology). In the late breaking COVID results. Could be a game changer for hospital treatment of COVID. Only time will tell. The only time to trade (if you are so inclined) after the news breaks, but before US premaket/US open on Monday, would be the Frankfurt market. GLTA https://www.boerse-frankfurt.de/equity/amarin-corp-plc-adr FYI: $PFE has already shown interest by promoting Vascepa in Canada Link FYI: $PFE you ain't getting my shares until it hits $35. [link] [comments] |
Timing the market best for a bear market? Posted: 28 Aug 2021 04:29 AM PDT Timing is bad for a bull market as stocks continue to climb. Time in>timing. However for a bear market, wouldn't timing be better? You can't predict the bottom but the longer you stay on the sidelines (within reason) the less likely one would lose MORE money jumping in following the idea of "time in the market>timing the market" as stocks continue to plummet. I look forward to hearing the discussion of this idea. *IMPORTANT CLARIFYING EDIT (most are misunderstanding the premise of the question)*: The premise of this post assumes a hypothetical scenario in which one is IN a bear market already (same thing as we know we are in a bull market now), NOT timing when the bear market happens. [link] [comments] |
Posted: 28 Aug 2021 07:48 AM PDT Good Morning Everyone. As the world moves from internal combustion engines and coal power plants towards EV's and renewable resources, I'm curious what your long term plays are for pioneering companies in this arena. I feel if there is one sector that will grow exponentially it would be this one. [link] [comments] |
Buying an ADR vs the stock itself? Posted: 28 Aug 2021 07:11 AM PDT I've been combing the internet but can't find a conclusive answer. I'm considering a stock for a company based in France. The online trading platform I use lets me buy either the stock itself or the ADR. I'm trying to figure out what makes sense. I'm not the most financially savvy guy but I know the basics of an ADR. Some financial institution holds the actual stock and you buy the rights to it. So you have less problems with the currency exchange and liquidity. On the flip side, if the dividends are subject to some tax in the country of origin, that gets applied and you get less. That's as much as I know but I'm trying to figure out if there's something I'm missing. France is like the 6th largest economy and I don't think there will be much issue buying the stock directly or being able to sell it. Especially in the modest amount I'm working with. I'm curious if there is some tax implication I'm missing when it comes time to sell given its in a foreign country. I have stock with a company based in Denmark and haven't had an issue but also haven't sold. Would appreciate any advice. [link] [comments] |
Posted: 28 Aug 2021 08:32 AM PDT Let's say you have 200 shares of "$StockX" at TD Ameritrade, 50 shares of the same stock on Webull, and another 80 shares of that same stock on Interactive Brokers. Based on the price action for the day on that stock, you decide to either buy more shares on all your accounts on sell some % of them across all your accounts. How do you all who fall have accounts on multiple brokerages that hold the same stock manage to make timely trades across brokerages? [link] [comments] |
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