👇 Conclusion:

☑️ In fashion, patterns matter, in profits too.
☑️ Single data points mislead; consistency tells the story.

Next up → #PEG and is luxury overvalued???

Full breakdown ➕ graphs ➡️ thebarnblog.substack.com/p/using-ebit...

#notinvestmentadvice #TheBarnBlog

Conclusion 👇

☑️ Construction margins are earned, not given.
☑️ Every basis point tells a story of execution and risk.

Next up: how do these players rank on #PEG ?

Full breakdown ➕ graphs ➡️ thebarnblog.substack.com/p/using-ebit...

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

☝️ Margins reveal who’s efficient, but not who’s winning.
❗ No single metric tells the full story.

Full breakdown ➕ graphs ➡️ thebarnblog.substack.com/p/using-ebit...

(5/5)

#notinvestmentadvice #TheBarnBlog

👉 Follow #thebarnblog to get daily summaries of the financial performance of each industry in our screener: #pharma, #construction, #fashion and #tech.

📆 Monday to Thursday!

This is where we get our data: finditfinancials.com

#FindItFinancials #annualreports #investing

And the screener plot thickens ... 🔎

This week on #thebarnblog we add #EBITmargin to our screener series: open.substack.com/pub/thebarnb...

Remember: we're all about consistency in performance rather than short bursts of growth!

#valueinvesting #financialanalysis #markets

Conclusion:

Tech’s story is about business models as much as innovation.

Revenue growth is one piece of the puzzle. Stay tuned for the full screener analysis! 😊

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

In fashion, the winners balance brand, pricing, and adaptability.

Impressive share price movements highlight the power of getting this right.

More metrics coming soon! 👀

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

Consistency vs. transformation: both can work, but context is everything!

Next metrics will show who’s truly #winning.

(5/5)

#notinvestmentadvice #TheBarnBlog

Conclusion:

Pharma’s revenue growth is tied to innovation cycles and market timing.

⚠️ A single metric doesn’t tell the full story, so our future posts will add more layers!

(5/5)

#notinvestmentadvice #TheBarnBlog

First up in screener series: revenue growth!

open.substack.com/pub/thebarnb...

Too busy to read the entire blog post? Follow to get an industry-by-industry breakdown starting tomorrow 🌇

#investing #valueinvesting #financialanalysis #markets #FindItFinancials #thebarnblog

"I built #FindItFinancials because I believe that, if we make #financialdata accessible, we remove the last excuse not to analyze companies properly" 💪

Learn more about my PDF extractor here: thebarnblog.substack.com/p/introducin...

#investing #valueinvesting #financialanalysis #thebarnblog

Does #AstraZeneca 's financing #cashflow raise any 🚩? 🤔

This week we wrap up our case study and introduce three indicators for our screener (stay tuned!).

Read "Understanding company financials (Part 4)": thebarnblog.substack.com/p/understand...

#valueinvesting #thebarnblog #finditfinancials

Welcome back to The Barn! 👋

Want to know why we can't trust *news* as a reliable data source in #investing? Well then, what kind of data *should* we use?

Read about it in my new blog post: thebarnblog.substack.com/p/welcome-ba...

\\The Barn
#valueinvesting #financialanalysis #markets #thebarnblog

New blog post alert! 📢

- #Investing without analysis = gambling 🎰
- Six steps: Screening, Validation, Forecasting & Valuation, Peer Comparison, Value Chain Analysis, and Risk Scenarios 🛣️
- Next up: data! 🔢

Read here: thebarnblog.substack.com/p/welcome-to...

//The Barn
#valueinvesting #thebarnblog

Hi there,

I recently started a blog called The Barn, focused on building tools for better #investing based on a structured process (from screening to investment decisions).

Follow for updates on new posts and product releases!

//The Barn

#introduction #introductions #thebarnblog #valueinvesting