Skip to main content

Trefis : Understanding A Business Has Never Been So Intuitive

If you are investing in stock market, it pays to understand how a company (that you love to invest in) works. Like,  how does a company makes money: what kind of products/services it sell, where it is making money, what markets it operate and what are its strategies for both short term and long term revenue generation.

Easier and the cheapest way to understand where the money is made, is to look through the Financial statements. But, sifting through 100s of pages of SEC filings and financial statements is not easy and decipher the meaning hidden in complex market jargon.

If you are looking for a simpler way, meet Trefis.


Its a nice tool, that will help understand the revenue part, in a way that is quite intuitive and easy to understand. It breaks down revenue stream as a % of each product/service a company is offering. Another wonderful part of this tool is it will let  you forecast each of those based on your understanding of market conditions. For instance, you can forecast whether more iPhones will be sold in the next quarter or lesser. And the tool takes that input and predict a fair market value of the share price.

And you can also see how others are predicting for the same company.

I found it quite useful. If you are interested, give it a try.

Popular posts from this blog

You Are What You Think People Think About You

There are about 6.7 Billion people in this world that we know of.  Whether you believe in ‘Creation’ or ‘Evolution’, this human race started with a tiny number. It is quite amazing to see how fast it multiplies. What is more amazing is that every single individual in that 6 billion crowd is born ‘unique’.  Quite literally, you are born to be one in a billion, whether you believe it or not. “ This was the Introduction to my latest and last speech in Toast Masters club, ‘One in a Billion’ as part of International Speech contest. 
As much as I believe that each one of us can be that 'one in a billion' personality, I admit the reality as I perceive it and some times feel alone in that belief.
A famous quote says 'You are what you think'. It is also true that 'you are what you think people think about you'. If you think people think you are smart, then you act smart and become smart. If you think people think you are dumb, you will become dumb even if you are not, a…

Cooking looks like an unforgiving art

When you are writing software, you always get a second chance. In fact, lots of chances to get it correct. You have compiler warnings, failed test cases and some times crashes alert you that something is not right and will give you a chance to correct. And you get literally unlimited chances to apply those corrections. 
Well, cooking looks to be totally unforgiving in this respect and on any given day, you may get just one chance to get it right. If you fail, you fail. Try again right away if you have patience of starting it all over. Or start over some time later or next day. But not much of a second chance to correct a mistake. 
More ruthless, when it comes to salt. If you put just a little more, even a tiny little more, it never hesitate to show what it got. Totally ruthless. End result will be a failed dish that no one will be able (and/or happy) to eat. And most dishes, you may not be able to add something little more to offset it.

Little trick I learned the hard way, start on …

Just For Fun : India’s Super Computer

This is a T-shirt I bought almost 10 years ago that depicts the Lord Ganesha as India’s super computer. It was so much fun wearing it then as it used to grab everybody’s attention. And in my recent trip, I recovered it and wore again yesterday. It grabbed everybody’s attention as usual.Look at the mighty RAM he got. 256MB RAM.  Well it was quite a bit of RAM 10 years back. Thanks to Harish for taking a quick snap and sharing it. The iPhone he used got lot more power and memory than one the best computers of that time. That says it all.I guess, I should pull out all my T’s with messages and post it. May be myself and those around me that time could relive some of those wonderful moments.