vincenttatan / valueinvesting Goto Github PK

For value investing dashboard

Python 57.20% CSS 42.80%

valueinvesting's Introduction

ValueInvesting

For value investing dashboard Inspired by Sean Seah Book -- Gone Fishing with (Warren Buffett)[http://www.aceprofitsacademy.com/wp-content/uploads/2016/09/Gone-Fishing-with-Buffett.pdf]

Stocks Input Scraping

List of the companies through SP500, Russell, and self inputted

Getting SP500 stocks info from wikipedia
Getting russell stocks info
Adding own list of stocks info

Yahoo Stocks Price Scraping with Pandas DataReader

Find the shareprice by year and the following metrics:

Balance Sheet and Income Statement Extractions with Beautiful Soup

EPS
ROE
ROA
Long term debt
Total Income
Debt to Equity
Interest Coverage Ratio

Warning Signs List based on value investing logic

Given list of the companies, find out the feasibility to invest
- Been in market minimal 10 years
- Have the track records (EPS per year)
- Have efficiency (ROE > 15%) -- Net income / shareholder equity
- Determine manipulation (ROA > 7%) -- Net income / Total Asset
- Have small long term debt (Long term debt <5* total income)
- Low Debt to Equity
- Ability to pay interest: (Interest Coverage Ratio >3) -- EBIT / Interest expenses

Decision Machine based on Marginal Price From Stocks EPS

Decision making from each company in terms of return rate given the value investing methodology
- Find EPS Annual Compounded Growth Rate
- Estimate EPS 10 years from now
- Estimate stock price 10 years from now (Stock Price EPS * Average PE)
- Determine target by price today based on returns(discount rate 15%/20%)
- Add margin of safety (Safety net 15%)
- Buy if market price is lower than the marginal price
- Sell if market price is higher than the marginal price

Additional Assessments

Qualitative Assessment of the companies
- Advantages in business (product differentiation, branding, low price producer, high switching cost, legal barriers to entry)
- Ability of foolhardy management (even a fool can run)
- Avoid price competitive business

valueinvesting's People

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estoilkov oneslowpony yingsean tjpeng t7y raphaelsduraes dthboyd urantialife pcclvv dingosmart iam3636 sunnycmf waghts95 30rock caesor100 phdkiran andramarkov arafathc oy321 christipwright armstronga typischmann rogervaas kikebodi rsmonteiro just4jc vasabi8 sushgandhi jamesvalencia1 randomtask2000 achenxu alexsxx leodenale fintrek jenizar jwarni luckyxu wangj3 eliluong mr-lanholmes ekordev bokdiet ribatulin gawesh jason-github1010 aminoanalogy avinashbarnwal lengoanhcat michaelbirk24 ezzzyz varun217 ryanamundson1 gerritmueller evlw poba99 dennislwm ctsteven rbnstrn tmolayo agonzalezcas pacov ngopal aavsss skyboundare pmcmanaman loictiemani cmcgorisk3 vikrambala jaaakobs dli-invest kalufinnle abs888 jcarreja dematrix johnjdailey mehmeterdemdevge pizzamargherita21 bubble501 rifathcsedu kelvinxuande shekarsiri marcusaht docstar1 mau21710 adityavt webclinic017 brunodom vegatek chetan1arora ahmedmn abhishek021 palmalcheg shalomfriss frosenwind lucfein yanxg edtufte mydatasci seancanny091 vishalbelsare

valueinvesting's Issues

Typo/Bug in format

def format(list):
newlist=[]
- posornegnumber = 1
for text in list:
+ posornegnumber = 1

Access forbidden

When trying to run the code, I get the error as follows:

OSError: [WinError 10013] An attempt was made to access a socket in a way forbidden by its access permissions

It seems to be a flask app error. How to resolve this?

App Does Not Run Properly Anymore

Selecting a stock does not change any data. The app stays stuck with blank graphs and tables.

I can add a PR that resolves an error with pywin32 when deploying with Heroku.

Any tips on how to get this data pulled in correctly ?

Dataframe, dropdown and graph not displayed...

I am using Jupyter notebook.

...the only things that are printed are:
"Getting SP500 stock from Wikepedia" and "Adding own list of stocks info".

Additionally, this message: "Warning: This is a development server.... Use WSGI server instead."

Do you know have any thoughts on what's causing these issues?

Dash hosted on heroku not pulling financials or balance sheet data

https://value-investing.herokuapp.com/ not pulling financials or balance sheet data for any tickers.

I've read your medium post and and working on some simple Streamlit WebApps for stock analysis now. I'ld like to use the web scrapping part of your repo for further developments. May I ask you whether it's possible to add like a MIT license to your repo ?

Many Thanks!