Save valuation inputs and parameters

Jae Jun 2 years ago • updated 2 years ago 3

want to save valuation parameters and keep changes for next time


Show average or median of the 3 DCF input methods

Jae Jun 2 years ago • updated 5 months ago 3

Show average or median of the 3 DCF input methods

  • EPS
  • FCF
  • Owner Earnings

Cash Flow from Operations to Interest Expense...to Current Liabilities...to long term debt; FCF to similar debt service ratios, EBITDA to Interest

Andrew Ferguson 2 years ago • updated by Jae Jun 3 months ago 1

I currently use OSV to under that the ability of the company to service it's debt obligations. Accordingly, it was provided in your articles what would be the best metrics. However, it is not featured in the OSV app or in the excel.


EBIT/EV ranking

David Solyomi 2 years ago • updated by Jae Jun 5 months ago 2

It would be useful to sort stocks based on EBIT / total Enterprise Value.

Will the screener have a functionality to show the top x% of stocks based on EBIT/EV?


New System working well

Richard 2 years ago • updated by Jae Jun 5 months ago 2

So the new system is working out quite well. I have found several excellent investment ideas that I have taken action on. I use it in conjunction with the trusty OSV spreadsheets which I have become totally dependent on for making really good decisions.

I have learned from experience that it is best not to rely solely on screening selections. Once you learn how to use original OSV spreadsheets and learned how to interpret financial statements its pretty easy to sort the good companies from the weak or iffy candidates.

I tend to stick with best of breed. I don't like to risk money on flyers and would rather make a lesser profit, but not have to worry about my capital evaporating because they are invested in shaky companies.


In the web app, please consider adding functionality for downloading tables as csv for excel, etc...

Brian 2 years ago • updated by Jae Jun 5 months ago 6

It would be nice to be able to download web tables displayed for local manipulation in spreadsheet


create a barebones spreadsheet template with just data and no valuation models

Jae Jun 2 years ago • updated 4 months ago 4

idea is to create an empty slate for people who want to create and keep their own valuation models.

This will eliminate your need to update formulas when I make changes to the spreadsheet.


Show more than the top 12 Action Score Stocks

Jae Jun 2 years ago • updated 5 months ago 4

How can we find the top 20+ companies by Action Score?

The Home page only shows the top 10 or 12. In the webinar, you talked about buying the top 20 and rebalancing at the end of the year.

Also, if a company has a very high stock price in relation to it's intrinsic value, how can it score so high on the Value Score? You can look at Cal-Maine Foods, Inc. as an example.


Create a function that allows the user to create our own weightings for our own custom Action score

Brandon Sullivan 2 years ago • updated by Jae Jun 2 years ago 5

Hey Jae! OSV Online is so great. After playing around, and seeing the link for ideas I thought I'd chime in.

What if there was the ability for a user to create his own custom action score? It would use the Q,V,G metrics, but we could use sliders to create our own blend of weightings of each metric to come up with our own action score....am I making sense? That way we could tweak our search for market conditions or find something more suitable to balance a portfolio that may already be heavy in one direction or another.


Track OSV Action Score Portfolio

Jeff Partlow 10 months ago • updated by Jae Jun 2 months ago 3

Suggestion: Starting at beginning of 2018 in the 'Portfolio' tab, show a listing of the 20 stock 2018 OSV Action Score Portfolio and continuously track its performance against a stock market benchmark (such as the Russell 3000 stocks).