Liberty Posted February 18, 2017 Posted February 18, 2017 Every presentation should have a slide like this, decomposing revenues by source into expenses and profits. Any of you is chairman of the Association of Investor Relations Slidedeck Makers? Please make it so. I was familiar with this in the context of energy flows thanks to the classic chart from LLNL: (Someone on Twitter pointed out to me that these are called Sankey Diagrams, https://en.wikipedia.org/wiki/Sankey_diagram)
Green King Posted February 18, 2017 Posted February 18, 2017 you mean to say you don't see that in your head when you are reading annual reports. ;D
Liberty Posted February 18, 2017 Author Posted February 18, 2017 you mean to say you don't see that in your head when you are reading annual reports. ;D I just want others to see what I see ;)
HalfMeasure Posted February 18, 2017 Posted February 18, 2017 Which company is the first diagram from?
Liberty Posted February 18, 2017 Author Posted February 18, 2017 Which company is the first diagram from? Equinix
ScottHall Posted February 18, 2017 Posted February 18, 2017 Having fun with your copywriting skills, eh?
DooDiligence Posted February 18, 2017 Posted February 18, 2017 Having fun with your copywriting skills, eh? Said the spider to the fly...
Liberty Posted February 18, 2017 Author Posted February 18, 2017 Having fun with your copywriting skills, eh? I knew you'd get the reference. But I still mean every word...
racemize Posted February 18, 2017 Posted February 18, 2017 Having fun with your copywriting skills, eh? I knew you'd get the reference. But I still mean every word... What is going on with you two?
Liberty Posted February 18, 2017 Author Posted February 18, 2017 Having fun with your copywriting skills, eh? I knew you'd get the reference. But I still mean every word... What is going on with you two? Scott had a few thread titles designed to get people to click through recently, and so I playfully wrote this: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/wrong-again-idiots/msg289606/#msg289606 When I used a similar approach for this thread, he wrote the same thing to me.
ScottHall Posted February 18, 2017 Posted February 18, 2017 Having fun with your copywriting skills, eh? I knew you'd get the reference. But I still mean every word... What is going on with you two? Scott had a few thread titles designed to get people to click through recently, and so I playfully wrote this: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/wrong-again-idiots/msg289606/#msg289606 When I used a similar approach for this thread, he wrote the same thing to me. Yeah, we're just having fun.
Liberty Posted May 2, 2017 Author Posted May 2, 2017 So back when I first created this thread, I reached out to RocketFinancial.com to show them the sankey charts and suggest that they might be a good addition to their service, and they apparently also liked them enough because over the next couple months they actually built the feature. You can see an example here: http://www.rocketfinancial.com/Charts.aspx?fID=4614&t=9 http://i.imgur.com/xBVxSap.png There's a menu to see it by geography, or by product or business. F.ex.: http://i.imgur.com/ADAr2Cg.png I've suggested to them that they could put percentage numbers on each branch of the sankey charts, I think that would make things easier to see at a glance. I like www.RocketFinancial.com in general. They have 20-year data on a lot of things. Check them out if you haven't already.
MarioP Posted May 2, 2017 Posted May 2, 2017 This is the Sankey for Berkshire. Look how small is the slice for SG&A ;D ;D ;D http://www.rocketfinancial.com/Charts.aspx?fID=1058&t=9
Jurgis Posted May 2, 2017 Posted May 2, 2017 This is the Sankey for Berkshire. Look how small is the slice for SG&A ;D ;D ;D http://www.rocketfinancial.com/Charts.aspx?fID=1058&t=9 Look how small FCF is ;D ;D ;D (Compare http://www.rocketfinancial.com/Charts.aspx?fID=4614&t=9 http://www.rocketfinancial.com/Charts.aspx?fID=2860&t=9 )
Liberty Posted May 2, 2017 Author Posted May 2, 2017 Look how small FCF is ;D ;D ;D (Compare http://www.rocketfinancial.com/Charts.aspx?fID=4614&t=9 http://www.rocketfinancial.com/Charts.aspx?fID=2860&t=9 ) I'll raise you with: http://www.rocketfinancial.com/Charts.aspx?fID=3916&t=9 (I'm sure there's a strange business that has almost 100% FCF margin somewhere.. PSD.to in Canada used to have 70% FCF margins)
nafregnum Posted May 2, 2017 Posted May 2, 2017 This is the Sankey for Berkshire. Look how small is the slice for SG&A ;D ;D ;D http://www.rocketfinancial.com/Charts.aspx?fID=1058&t=9 Wow, this really was click-worthy! I didn't know about Rocket Financial. What other online tools do you guys like to use? (I like dataroma.com, and gurufocus.com)
Jurgis Posted May 2, 2017 Posted May 2, 2017 I'll raise you with: http://www.rocketfinancial.com/Charts.aspx?fID=3916&t=9 If only I saw this 5 years or so ago... :'(
Liberty Posted May 2, 2017 Author Posted May 2, 2017 I'll raise you with: http://www.rocketfinancial.com/Charts.aspx?fID=3916&t=9 If only I saw this 5 years or so ago... :'( I remember people talking about having bought the MA IPO, even more undervalued than the V one...
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