Monthly Archives: August 2010

Automate your Google Search via Google Alerts

Google search is used extensively by everyone for almost anything. Some trivial examples include Search for a book, research company news, look up a person. Now, it would be good if there was a way to receive the Google Search … Continue reading

Posted in Useful resources | Comments Off

Look-through earnings and portfolio tracking using Google Docs

In my previous article titled “Using Google Docs to track your watchlist stocks“, I introduced how Google docs (spreadsheets) can be used to get current stock prices and various other parameters to manage a watch list of stocks.  In this article … Continue reading

Posted in Portfolio Management, value investing, Warren Buffett, Zeke Ashton | Comments Off

Altman Z score – Predictor of bankruptcy

Wikipedia says “The Z-score formula for predicting bankruptcy was published in 1968 by Edward I. Altman, who was, at the time, an Assistant Professor of Finance at New York University. The formula may be used to predict the probability that … Continue reading

Posted in screener | 3 Comments

Piotroski score – Find financially strong companies

University of Chicago Professor Piotroski created a nine criteria stock scoring system for evaluating a companies financial strength that could be determined from the financial statements. One point was awarded for each test that a stock passed. Piotroski classed any … Continue reading

Posted in screener | 1 Comment

A model to check earnings manipulation

Professor Messod Beneish at Indiana University created a mathematical model that uses financial ratios and eight variables to identify whether a company has manipulated its earnings.. In many ways it is similar to the Altman Z score, but optimised to … Continue reading

Posted in screener, Useful resources | 1 Comment

Using Google Docs To Track Your Watchlist Stocks

Google Docs has made it very easy to track your portfolio and stocks online. They provide a simple way to retrieve the latest stock price, P/E ratio, Market cap and other attributes. You need a Google account to use this. … Continue reading

Posted in Portfolio Management | 3 Comments

3 Value Ideas from TheValueGuys.com

Val at TheValueGuys.com podcasts a show every week where he picks three companies from the weeks Value Line. Val has an excellent show and I use the show to learn more about the companies he presents. It can be a … Continue reading

Posted in Stock analysis, Useful resources, value line | Tagged , , | Comments Off

Netflix shares worth $140 or $90?

Netflix stock hit an all time high of $133.8 in trading today. Netflix stock has been on a tear since late 2008 from a low of $18 or so. Netflix recently announced a content agreement with Epix which will allow Netflix … Continue reading

Posted in Stock analysis | Tagged | Comments Off

Good post on company debt

Steve Alexander has written a good basic article on debt financing used by a company. Worth a read.

Posted in Uncategorized | Comments Off

Video lectures at Columbia Business School

I found some excellent educational material on Columbia’s website. They have archived videos of guest lectures by world renowned investors such as Thomas Russo, Chris Browne, Michael Price, Glenn Greenberg, Mohnish Pabrai, Li Lu. The lectures are about 60-90 minutes … Continue reading

Posted in Mohnish Pabrai, Podcast, Tom Russo, Tweedy Browne, value investing | 2 Comments