New Feature on Seeking Alpha
I just noticed this new tool that gives a quick overview and rating of portfolios/watchlists. I have about 30 watchlists on Seeking Alpha and it’s one of my top 3-5 sources of data. Their quant industry ranks are on point with all my other analysis so I know when I see a good quant rating, it’s quality data and I am looking at a strong company. I don’t read articles much anymore, mostly use it for the data & comparative analysis Bs industry peers and prior 5 years of performance.
This is just one more bit of data I can add to my pie. I like simplification. As I’ve developed my strategy over the last decade, I have moved to the Graham & Greenblatt approach. I analyze performance & valuation, buy list of excellent businesses at wonderful prices, and sell when they get back to fair value. (I’ll be sharing that performance soon to show how exceptionally it outperforms) So I love the simple overview 5 points scales & A-F grades, especially knowing there are dozens of data points going into each final ratio, rating, etc.
Here’s a shot of the overview of one of my watchlists:
Source: Seeking Alpha
I personally ignore momentum & EPS revisions. Mostly irrelevant to my style. If I see negatives in the financials or questions at all, an investment goes straight to the “no thank you” pile, earnings shenanigans are culled out early in my analysis.
Do you have to be paying subscriber?
@therevolutionary it’s free. You can be premium, but the data I share comes free. They’ll give you some surface information, and information dating back to 2017, free of charge. But to unlock all the data you have to be a premium member.
If you just click on the portfolio score you can access those analytics that I shared a picture of.
Thanks for sharing Eric. How do you get to that part?
Do they provide transparency into how they come up with the scoring or designations like "Ultra-safe"?
@wiijiiceo not that I’ve seen yet. But I also don’t pay for investing advice; I’m sure if I’d pay to get past their pay wall, I could get more details. That’s why I like Kappa & Simply Wall Street apps; they breakdown every bit of their analysis and how they determined their ratings.
@wiijiiceo Kappa is an excellent source of ideas. They have the exact same philosophy I do and have a very clear breakdown of their strategy and why it’s effective. Focused on valuation, profitability, and growth; zero noise or opinions. My kind of analysis😉