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✍️ Which Research Tools Do I Use? FAQ answered: AI driven research tool!
Dear all,
frequently asked questions I get: ‘which tools do you use for your independent research? Do you know a solid tool out there for stocks which can do a lot but without a big price tag? How do you cross-check other research for accuracy? How can I research various stocks?’
Likely you know Bloomberg, FactSet etc which are top tools but the problem is price: $30,000/year & respectively $18,000/year. The good thing is that competition is on and there are many tools out there, each with their pros & cons and various price tags. The bad part is comparing them & seeing which one offers great value for many uses cases.
I did the work on that and one tool that I use regularly which offers great value is FinChat & Stratosphere which soon will get integrated and become one product.
- they are the first product I partner affiliate with given the value they offer: institutional data quality, unique features, speed, automation, charting & more
- you will see more & more of it via my future research, especially in the Full Equity Research (Stock Deep Dives) section where it shines. Below you will see an overview of the tool with clear examples & use cases
- It is also a very timely announcement to all given that this week on August 3rd FinChat & Stratosphere are coming with a big upgrade in terms of institutional quality data & further features which also comes with a price increase naturally
- Should you see the value by then via my overview, use cases but also you testing it, as an ambassador/affiliate you can get the current price before the increase and on top a further -25% off from any plan via my referral link applied at checkout. The Pro annual subscription would be just $711 instead of $948 while monthly it would be $74.25 instead of $99 which next week goes to $149.25 or $199. I need & use the Pro plan, though the cheaper Essentials plan might be just what you need.
Grant Williams asked in June if there is a ChatGPT like product for finance?
Yes, there is: FinChat & Stratosphere:
And now my overview via sleek use cases & examples and I also encourage you strongly to personally check and test the research platform:
- Business Segments & KPIs on specific stocks, Visa (V) example & two key notes:
- the KPIs are proprietary and a key differentiator and guess what not even Bloomberg ($30,000/year) or FactSet ($18,000/year) have them inside…
- Segment data to collect it all & chart them manually would be very time intensive & humanly error prone which happens a lot independent of research providers: did mistakes there myself, saw mistakes at very big houses and sometimes even after approved deals worth tens of millions…
Source: Stratosphere
- Just 1-click & the Payments Transaction Volume KPI 2020-June 2023 is charted:
Source: Stratosphere
- Cloud segments of the mighty techs Amazon, Microsoft & Google:
Source: Stratosphere
- Google Cloud segment: 2nd profitable EBIT (Operating Income) quarter:
Source: Stratosphere
- CrowdStrike (CRWD) Subscriber growth: quarterly since 2020 for a 61.6% CAGR
Source: Stratosphere
- Tesla (TSLA) Segments, KPI and Financials breakdown:
Total Deliveries since 2012:
Source: Stratosphere
Tesla Model 3/Y Production with Quarterly data since 2020 for a CAGR of 61.00%:
Source: Stratosphere
Tesla Model S/X Production with Quarterly data since 2020 for a CAGR of 2.41%:
Source: Stratosphere
Tesla Total Production with Quarterly data since 2020 for a CAGR of 54.42%:
Source: Stratoshphere
Tesla Total Revenues Breakdown since 2012:
- Automotive Sales with the big 82.5% share
- Services & Other Revenue growing very very well ... that will be quite big down the road imo ... ecosystem power ...
- the same for Energy Generation and Storage ... and the latter with big margins imo ... It is all about the ecosystem ... hence, creating a big moat ...
Source: Stratoshphere
Follow up complementary questions are offered automatically:
Source: Stratoshphere
Tesla Income Statement (P&L):
Source: Stratoshphere
Just 1-click and you get the Net Income charted, quarterly since 2016:
Source: Stratoshphere
- Financial Modelling via FinChat AI made fast & easy, DCF (Discounted Cash Flow) use case. Example: you just have ask the built-in FinChat AI Assistant: ‘Build me a discounted cash flow (DCF) model for Tesla’
Source: Stratoshphere
You will get first a nice walkthrough of the DCF with the taken assumptions & values. Following that, you get the output where the DCF uses consensus estimates, but every single assumption is editable according to your views & research after it is generated:
Source: Stratoshphere
Additionally, you will get related questions that you might want to ask:
Source: Stratoshphere
No question how much time this saves to anybody doing DCFs, and that’s besides the consensus estimates guidance which is very valuable as well. Simply impressive!
- FinChat AI assistant can do way more, just ask it and answers will come back. For example: "Why was Roper's (ROP) free cash flow down in 2022?". FinChat AI will directly index and show transcripts from management talking about the drop in FCF and provide you the why!
Source: Stratoshphere
Additionally, it will tell you the key aspect: when normalized, it actually grew 8% adjusting for Vertafore. Just for this 2 questions, quite some time would have to be spent … but not anymore. FinChat AI is like having a research super assistant.
Source: Stratoshphere
Examples of questions for the 50,000+ companies you can currently ask FinChat about:
Source: Stratoshphere
- Are you a dividend investor? There you go taking Coca Cola (KO) as an example: dividends per share & dividend yield since 1970 … done with 2 clicks!
Source: Stratoshphere
- Stock Screeners: very robust with many filters, both quantitative & qualitative:
Source: Stratoshphere
General Stratosphere Tools overview, feel free to explore: Wall Street analysts view, industry peers, ownership, fillings, ratios, charting, super investors holdings, hedge fund letters, Excel add-in, dashboards & more:
Source: Stratoshphere
Note: FinChat V2 was released in July … check what was brought & also the pipeline:
All in all, the main take-ways are:
- FinChat & Stratosphere will integrate and become 1 single great product offering with further major developments for an overall industry defining research tool
- This week on August 3rd, a big upgrade is coming & a price increase also naturally
I hope you found this timely information & offer useful! Feel free to ask any questions.
Have a great day!
Maverick Equity Research
Stratosphere.io
The #1 Investment Research Platform | Stratosphere.io
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