Hey guys! I recently put out my updated Operating Expense Analysis newsletter which includes the 2021 financials now.

180 tech focused companies are looked at! To me, semiconductors stand out the most throughout this exercise 😄

[https://jiggy.substack.com/p/q1-2022-operating-expense-analysis?s=r](https://jiggy.substack.com/p/q1-2022-operating-expense-analysis?s=r)

Wow! Just finished Philip Fisher’s book and was looking forward to digging into some of the R & D to profit margins data he recommends analyzing. And you magically dump it in my lap. This data is priceless and one of Fisher’s top ways to find companies that will be exceptional future growth companies. And since he wrote it in 1957, and was eerily accurate predicting the next 50 years of market and industry trends, I put a lot of weight into everything he said. 

Thanks again, great source of data to dig deeper into a bunch of companies that don’t even show up on my screens (deep value contrarian typically)

Awesome that you did the opposites list for each category as well. 10/10👍👍

Eric Messenger

https://jiggy.substack.com/p/q1-2022-operating-expense-analysis?s=r

Q1 2022: Operating Expense Analysis

Operating Expense Analysis

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