minvestor

Your website is pretty impressive considering it was just the two of you. I am looking to create a website of my own. Just wondering, did you guys code this yourself and if so using what framework. What was the time, effort, expense involved? Thanks, it took us around 12-15 months to get here, but most of the work was done by my friend as I'm not a programmer. Expenses weren't high as we pay only for data and servers so it's manageable.

ESNT is an interesting name. Founded at ground zero of the financial crisis. I just started reading up on them after your post but haven't made it to the "investments" section yet (other things at the plate & on deck.) Can you give a quick & dirty on what they're comprised of (R investments all in mortgages?) & who manages them (the CEO?) I'm a tiny bit skeptical (just watched Big Short last night, so it's funny that this popped up today on COBF) but am even more curious... Their investments are mostly comprised of corporate and municipal bonds, then some mortgages and treasuries. Most of these investments (91%) are managed by external managers. So the board of directors designs an investment policy (sectors, geography, ratings etc.) and senior management (probably CEO) then hires outside firms to manage assets according to this policy. This one area where they could improve I guess and do investments in-house. They had a big advantage when they were set up, as it was one of the only insurers with a clean slate and no toxic assets and they captured market share fairly quickly. Competitors have slowly returned but the market is big enough for further growth. Plus the shares are not that expensive and default rates are still quite low. Everyone has avoided the company for years because of the same concern that you have but I think will do well over the long run.

If you don't have the data it would be good to have a message to that effect, otherwise the user will just assume its broken like I did. The density I would not sweat....its a general problem across the entire internet. I don't think its that easy to fix. For Sharadar, how much are you paying? That's a good point, we will hide the MRQ data for ADRs. We are paying 100 USD per month for fundamentals.

NTES, ESNT, JP

We don't have quarterly data for ADRs at this point, so the section for DRYS will show only annual. We have 10-years of data, maybe you can't see 2007 because it's too stretched out. That's a good point regarding the density, I guess there is still a lot of space between various columns to add more data or delete the blank spaces. We can possibly add a button to switch the order of columns in financials, but if you look at key stats, that data is sorted from 2008-2016 for example. We use Sharadar SF1 database from Quandl for tickers and fundamentals.

Yeah you are right, it's either tangible book per share or tangible assets, will fix that and also put it under the growth tab. Thanks!

Hi thanks, but you can already screen by those metrics. For example here is a screen of companies with market cap above $100 mil., ROE>15% and P/S<1 https://stockrow.com/screener/bb2e1cc4-5983-43b2-bba9-60c08907b9c2

Hey guys, me and my friend have been working on a site, where you can get a quick snapshot of long-term fundamentals, download financials or display them on an interactive chart (https://stockrow.com/). We also added a screener recently, with customizable indicators https://stockrow.com/screener/9b4c4eb4-6a0c-4315-9b48-49d12fda1416 I would really appreciate your feedback. Thanks!

Thanks for that, we found the source of the error and it's fixed now.

The AMGN pick is dumb. AMGN's top products all have low cost competitors nipping at their heels and the company has over 30B of debt. 10x EBITDA is way overkill for this pick this far in the cycle and with pricing reform in the works although I wouldn't go so far as to call AMGN a good short by any stretch of the imagination. They are shifting to a stalwart IMO. I'm not surprised he owns AAPL; if you look at the balance sheet and EBITDA multiple you pretty much have to own it as a value investor. Luckily I am not a value investor in the classic sense to I don't feel compelled to follow :) IPhone sales and margins mirrored the economic recovery which is now flagging, and I expect now will be the time where customers tighten their belts and diversify into cheaper brands or models. I doubt whether AAPL has the leadership at present to achieve significant returns on capital from their large cash hoard. They've become like Xerox - bloated and cautious to invest in an uncertain future. There may be a buy point, but I don't see it coming anytime soon and certainly not before iProduct sales start to fall off the cliff. I do think the move out of longs is significant. It dovetails nicely with what we said earlier that the financial institutions where probably post-recession QE plays held for a period of years. I maintain that TLRD and HCA make no sense at this point in the cycle. Their risks are much the same as financials. Burry has historically been one to exercise directional bets. As such, individual picks should have meaning without knowing the whole portfolio. I don't, for example, worry that AMGN is some kind of pair trade. But if you wanted to know how bearish he was or what specifically he was bearish against, the 13F won't help much. I hope someday the SEC requires short positions to be disclosed, although in Burry's case this wouldn't be that helpful since he prefers to implement bearish bets in other ways. Can you expand the comment on Amgen a bit? I agree the EV/EBITDA multiple is high, but which products do you think are most in danger? Enbrel has patent protection until 2029 and I believe they have 34 bil. in cash which kind of covers their debt. Do you think the biosimilars and other drugs in development won't provide sufficient growth?

Hi all, thanks for posting our site! As racemize pointed out, it's currently in beta. Ticker BRK-B is actually one that has incorrect data and we are working to fix it, please try some other ones so you won't get turned away :). I work as a research analyst and created the site with my tech friend as a free tool for fundamental analysis. We will be adding more features and tickers so stay tuned. We would really appreciate any positive or negative feedback to help us improve it. Thanks!