Free Stock Analysis Excel

Analyze a Stock in 60 Minutes (Free Stock Analysis Excel Version 2.0)

A few readers have accused me in the past of being a sadist who wants them to do the dirty work of analyzing companies on their own, instead of simply recommending stocks like so many other blogs do.

But I’d rather give you a compass instead of a map, for you can confuse map with territory and lose your life’s savings walking that path!

In this pursuit of handing you another compass, here is Version 2.0 of my Stock Analysis Excel Sheet that you can download on to your computer, and analyze not just the past performance of a company but also arrive at its approximate intrinsic value.

If you have been into financial modelling in the past, this excel file may seem like a child’s play. But, if my fourteen years of experience as an analyst is anything to go by, this is most of all you require to “quantitatively” analyse stocks…not models running into hundreds of rows and tens of sheets.

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Two Wise Men: Stories for Children Inspired from the Wit and Wisdom of Warren Buffett and Charlie Munger

In July 2016, Bill Gates wrote a memoir on his 25 years of friendship with Warren Buffett. Here is how Gates started his memoir –

I don’t remember the exact day I first met most of my friends, but with Warren Buffett I do. It was 25 years ago today: July 5, 1991.

I think the date stands out in my mind so clearly because it marked the beginning of a new and unexpected friendship for Melinda and me—one that has changed our lives for the better in every imaginable way.

Warren has helped us do two things that are impossible to overdo in one lifetime: learn more and laugh more.

That last note caught my attention. Including the two lessons that Gates learned from Warren, there are four most important lessons I have learned from studying the latter and his partner Charlie Munger over the past 15+ years.

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Beware the Boredom of Bull Market

At my Hyderabad Value Investing workshop that I conducted last Sunday, I had a participant who asked – “What you’ve said about long term investing in the stock market is all good. But doesn’t it get boring after a time? I mean, first the process of reading annual reports to find good businesses, and then […]

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Notes from Howard Marks’ Lecture: 48 Most Important Things I Learned on Investing

“If you were to read just five books in your life to become a sensible investor,” I often suggest people seeking my view, “…they have to be Warren Buffett’s letters, Poor Charlie’s Almanack, Peter Lynch’s One Up on Wall Street, Ben Graham’s The Intelligent Investor, and Howard Marks’ memos.” Well, if you don’t know who […]

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3 Big Investing Lessons from the World’s Greatest Stock Market Speculator

I have been reading Edwin Lefèvre Reminiscences of a Stock Operator over the past few days. It’s a brilliant first-person account of the career of “Lawrence Livingston”, who is a slightly fictionalized version of Jesse Livermore, one of the greatest stock speculators of all times. Livingston, just out of school, goes to work as a […]

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Investing is Simple, but Not Easy

“Life is really simple, but we insist on making it complicated.” ~ Confucius “Simplicity is a great virtue but it requires hard work to achieve it and education to appreciate it. And to make matters worse: complexity sells better.” ~ Edsger W. Dijkstra It’s a sad fact of life that great people rarely divulge deep […]

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Long Term Investing in An Age of Small Attention Spans

My 5-year-old son Chaitanya, like most kids his age, paid little attention as I showed him how to make a paper boat for what seemed like the hundredth time. I said, “Fold the paper into half, then fold here, and then here.” As I was talking, he kept looking at everything except at what I […]

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One Idea That Could Change Your Life (and How You Invest)

“Good morning, Sir,” I called out to a man walking just ahead of me during my morning walk yesterday. Like me, he was a regular at the walking track and we often crossed each other exchanging smiles and wishes. I had heard good things about him from others, and so I thought of engaging him […]

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