+23
Planned

add dividend growth model

Jae Jun 3 years ago • updated by Brian Yu 6 months ago 9

create a dividend growth model.

  • dividend discount valuation
  • dividend growth rate
  • dividend related data for dividend investors
+22
Completed

Creating notes or investment journal

Steve Till 3 years ago • updated by Jae Jun 10 months ago 12

It would be nice to have a notes or an investment journal function so that you can either copy and paste articles or you can write notes to remind yourself how you feel.

+19

Dividend Payout ratio

Richard 2 years ago • updated by Jae Jun 2 years ago 3

HI Jae,

The dividend chart is very useful. However, the payout ratio would be also very useful.

In fact I also use the FCF/Share and the EPS to compare the Dividend per share to figure out if the dividend is sustainable.

+16
Completed

Competitor comparisons

Jae Jun 3 years ago • updated 2 years ago 6

Ability to take a stock and compare with industry comparables.

+9

Make the Financial Statements Sheet of the Valuation Spreadsheet more user-friendly by adopting the Gabelli format.

fletchercole 2 years ago • updated by anonymous 3 months ago 8

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.

+9

ROIC Formula and Formulas in General

Richard 2 years ago • updated by Jae Jun 1 year ago 8

Hi Jae,

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.

+9
Completed

To include EPV

Brian Flores 3 years ago • updated by Jae Jun 4 months ago 8

EPV provides a great insight into competitive advantages, would be great to have it just as in the spreadsheet.

+7
Completed

it would be nice to have a Wishlist/ with target price alerts, to watch them for sometime.

Aku 2 years ago • updated by Jae Jun 4 months ago 6

Jae,

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.

+6
Planned

Show historical OSV scores by quarter, so we can track improvement in fundamentals and compare to chart

POLR.Bull 3 months ago • updated 3 weeks ago 8
+6

include link to company website

Jae Jun 3 years ago • updated by anonymous 3 months ago 0

create a link to company's website then it will save a step to go to google search for it and then click on it to go the company website.