15 Comments
Dec 3, 2023Liked by Compounding Quality

Wow! Great suff, especially for beginners. I think the qualitative of things just doesn't have to be forgot. May I Ask why Gurufocus did not make it into the Software part?🤔

Keep up the good work!

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author

Thank you, Joshua!

I only have limited experience with Gurufocus but I felt like the data were often wrong

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Dec 4, 2023Liked by Compounding Quality

Initially, I shared similar sentiments, yet they source their data from the Morningstar Interface, which, upon my checks, proved consistently accurate. What stands out for me is the Screener's advanced functionality, offering more intricate methods to sift through and identify high-quality companies. While the financial data bears semblance to TIKR, occasional differences in rounding methods seem apparent.

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Insightful! Right now I'm using Finchat for all data and I absolutely love it.

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Dec 4, 2023Liked by Compounding Quality

I haven't personally used Finchat yet, but I've heard it's reliable. What capabilities does it offer with the prompts? It seems the data is sourced from SEC filings and CapitalIQ, similar to TIKR.

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That's correct. I like the interface, the fact that you get the characteristics of your portfolio, get earnings call transcripts, ...

I also know Braden (the CEO and founder). We met in Omaha this year and he's a very reliable man.

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Dec 4, 2023Liked by Compounding Quality

I've taken a quick glance at it. It appears the modeling section might only allow multiples or terminal growth rates. Can you, for instance, conduct a 10-year analysis followed by a perpetuity calculation directly? I might delve deeper into this. Excited for next year's Omaha!

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CQ, your thoughts about current valuation of LVMH and ASML?

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author

Hi Bohdan,

Are you in the Slack Community? We talked a lot about LVMH there.

Legally not allowed to give personal investment advice but I can tell you that I don't own any of these 2 companies personally.

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Oct 12, 2023Liked by Compounding Quality

Cannot afford joining your private community at the moment, but hope to join it next year) // Ok, thanks for your reply.

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Let's keep in touch in the meantime!

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deletedOct 10, 2023Liked by Compounding Quality
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It's an honor, Carlos!

Really happy to help you. Investing is a beautiful intellectual game!

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