I had sent an email directly to Jae regarding this a few weeks ago, and I included a Microsoft Excel spreadsheet as an attachment that showed the desired format. It is the format all of the research analysts at Gabelli & Company were required to put their financial data into for each of the companies they followed. The Gabelli format is far superior to the formats used anywhere else, because it allows for very quick analysis of year over year quarterly comparisons, as well as year over year annual comparisons, all on a single sheet. It also allows for the determination of margin trends by quarter and by year. In case you cannot locate the Microsoft Excel attachment I sent to Jae, the spreadsheet is built out as follows. The years go across the top. Gabelli used 13 column accounting paper that allowed for the display of 13 years of data.
In the left hand margin each item of the income statement was listed separately. The first row was reserved for the name of the data item being displayed, for example "Sales". The next row was reserved for quarter 1. The next row was reserved for quarter 2. The next row was reserved for quarter 4. The next row was used for full year. The next row was blank. The next row was reserved for the next data item being displayed, for example "Cost of Goods Sold". This process is continued until each item of the income statement of accounted for. After that, the same process is used to show the Balance Sheet Data, and then the Cash Flow Statement data.
When the data is displayed in this format, it is much easier to identify trends and make Year over Year percentage change calculations. In fact, the spreadsheet I sent to Jae made all of the calculations and displayed them.
P.S. I worked as a junior research analyst for Mario Gabelli at Gabelli & Company. If this format works for him (and it does), I think it just also might work for your Old School Value subscribers.
I've been using ROIC a lot in the spreadsheet but am unsure of what formula you are using. The problem is everybody has a different way of calculating the number so its sometimes difficult to do comparisons.
I think in general you might have a formula page that discloses all the formulas that you use so that people know exactly what is being measured.
It would be nice to filter ideas and create a wishlist of stocks to track and keep an eye on it. I used a different app to track them and get price alerts.
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