Methods/Models for analyzing industry/companies
(Senior Chimp, 29
Points)
on 7/31/12 at 12:38am
Hi guys,
What are some common methods/models for analyzing companies/industries. In my internship right now, I am doing 2 main ones-Porter 5 Forces for Industry overall, and SWOT analysis for Companies individually.
Many Thanks





VRIN framework, Value chain,
VRIN framework, Value chain, growth-share matrix (not a great one)..
"There are three ways to make a living in this business: be first, be smarter, or cheat."
not really... nothing very
not really... nothing very quanitative if that's what you're looking for.
Read annual reports and
Read annual reports and management statements with the view that there IS something wrong and you just need to find it. Read every single footnote, appendix, note to financial statements etc. Also do a quick news search on the company and look for the less mainstream sources. Some of what they say is crazy, but some of it may have nuggets of truth or a fresh viewpoint.
See my other WSO blog posts>
Asatar: Read annual reports
Read annual reports and management statements with the view that there IS something wrong and you just need to find it. Read every single footnote, appendix, note to financial statements etc.
This is a great point. In the same vein: use sell-side research sparingly. There is a lot of repetition of the same ideas and arguments across analyst coverage of any particular ticker. This isn't to say that they're wrong; typically, they're right. But you're never going to find real value in a market if you only listen to the consensus.
"There are three ways to make a living in this business: be first, be smarter, or cheat."
Where can you find industry
Where can you find industry averages to benchmark company trading multiples against (for free)?
just write a macro that
just write a macro that automatically pulls the data from Yahoo.
You could just aggregate all
You could just aggregate all the fact books your coverage puts out annually.
bearing: You could just
You could just aggregate all the fact books your coverage puts out annually.
Are you trolling me?
couchy: just write a macro
just write a macro that automatically pulls the data from Yahoo.
Is there a guide that dumbs this down? The limited reading I've tried to do on macros in the recent past has been pretty complicated.
Lol excel basically writes
Lol excel basically writes the macro for you. Takes like an hour to learn but gives you ton of opportunities to study the market if your a student
couchy: Lol excel basically
Lol excel basically writes the macro for you. Takes like an hour to learn but gives you ton of opportunities to study the market if your a student
You were right. This wasn't that hard of a task, but it was time consuming the first time around. Thanks for the tip.