Value Spreadsheet レビュー 28

A small price to pay for investing your money wisely. Nick has done a great job putting his ideas into a practical form that is so easy to use and offers valuable insights. And he is super responsive and helpful.

I found the spreadsheet was incorrectly reporting key financial data for selected stocks.

This was reported and appears to have been fixed.

I found Nick to be patient and engaging teacher. His coaching style can only come from someone who knows the subject thoroughly and one who has 'walked the walk'. I can't wait to put his principles in practice.

Very informative and pitched at the right level at the right speed

Not sure if it is just my stuff or if the spreadsheet needs to be updated.
Very few of the stocks I enter come up with accurate data, which I mean is old data. Also, many items come up blank or with error. It just isn't comprehensive enough especially for almost $500. It is a nice concept but I'd have to evaluate the execution as below average.

This is a very good product for US stocks. Does not cover enough Canadian stocks.

Some suggestions:
- it would be great to have piotroski score among others
- it would be great to have 5 quarters of data, in order to be able to calculate YoY % on a quarter basis

I purchased the spreadsheet a few days ago, after completing Nick's value investing bootcamp course.

The layout is very intuitive, and because it's fully unlocked, allows me to use it as a jumping off point for any kind of analysis I want, or to input custom values for literally anything in there. I can also highlight certain cells, and take my own notes on how the various calculations work, and make as many copies as I want, for each stock pick, for example.

I had a few questions about some of the inner-workings of the sheet, so I emailed Nick, and he replied in detail on the same day.

I bought this with the intent of taking my learning from the course to the next level, allowing me to really understand deep down how various inputs and assumptions affect estimates of intrinsic value. Also to use as a power tool for analysis. As a builder, I'm no stranger to putting good money into good tools, and this is no exception. Even with my small retirement fund, the difference between 10% and even 12 or 15% returns over my lifetime will be life-changing. So it's no small matter, I decided, to invest in good tools to make that happen.

I have been actively testing the product for the last 7 days so I am still determining if a stocks max buy price = its intrinsic value can be relied upon to make a valid buy/sell decision

Some improvements would be:
1. show the Dividend Yield for the stock
2. avoid mistakes where the stocks Current Sales Price is a correct figure instead of being incorrect

Great tool and even better service. I've had any questions answered within the day.

It’s a good spreadsheet that does what it’s meant to.

Nice introduction into value investing. Very helpful tools. Excellent support.

In share analysis one of the great problems is 'over-analyzing' and paralysis by analysis. Great to see all this reduced to a compact figure.
Well thought out and presented.

It does what it promises to do and allows you to completely adjust it to whatever else you want. It is a great tool.

I used the excel from the course which would take me hours to research multiple companies because of the manual entry. My time is very valuable and I rather spend that time researching trading or learning. The ability to do on your phone is awesome. I can get an idea what to invest in and instantly find out the value on the company anywhere. I believe timing is everything in investing and this allows me to do my valuation anywhere. I also enjoy the ratings on the metrics of the company and the ability to edit the score. I made $2000 off one investment in two months using the excel sheet so I already made my money back. This is just of the tools you need to be successful.

Easy to use, consise and a go to for all stock analysis!

This is an impressive program for analyzing most if not all US stocks but missing many Canadian stocks. It also allows the user to customize many of the variables used in calculating a value for the stock. Although I will not be continuing to use the program since I was mainly looking for a stock picking program rather than a strictly analysis program. I would recommend it for anyone knowing what stocks he/she wants to analyze.

Purchase was easy, just got the speadsheet last week so a little early to say whether it's of good use for me. So far what I have seen looks good and what i like about it, it is customisable. Support is good and quick.

In my opinion, the company's growth data are missing, such as: Revenue, Net income, Equity, FCF and others.
Another thing is combinations and graphs. I think there are few graph, it will be great the there will be graphs with combinations of revenue, income from operations, net income, EPS. A combination of revenue and net income. A combination of LT. debt, free cash flow and net income. A combination of assets, liabilities and equity. A combination of operating cash flow, CAPEX and free cash flow. A combination of revenue growth vs. assets growth