ryansmccoy

Joined 8 years ago

Karma
437
Submissions
122
Member since
Dec 9
“We all are learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of the most valuable qualities you can acquire.

You must force yourself to consider arguments on the other side.”

— Charlie Munger

"Be skeptical, very skeptical, and even more skeptical. Great Analysts rarely accept anything at face value... Good Analysts always challenge what they've been told or given.Over time, if a source of information proves accurate, let it into your circle or trust...If we include the financial press, and everything distributed by companies, I'd say at least 75% of the information out there for consumption is misleading or omits an important piece of information relative to the topic."

- James Valentine, Former Morgan Stanley Analyst

"History doesn't repeat itself, but it often rhymes"

Mark Twain

https://linkedin.com/in/ryansmccoy

[ my public key: https://keybase.io/ryansmccoy; my proof: https://keybase.io/ryansmccoy/sigs/n3X093DdTAzB1J_9DGvlamPzYi0hBRwO7DolIBr4Mu0 ]

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Recent submissions

Comment · 3 years ago
Comment · 6 years ago
Generating cash flow return on investments.
Comment · 6 years ago
Comment · 6 years ago
As a former equity analyst, I would say that it's probably better just to ignore this analysis then read too much into it.

The performance of company's stock isn't based solely on whether the company reported a net income it's previous year; it's based on (imo) an ever fluctuating list of metrics, both controlled by the company (i.e. Return on Capital Invested, which net income is a component of) and not controlled by the company (i.e. cost for banks to borrow capital, future growth expectations, current market valuation).

Comment · 6 years ago
I'm pretty sure you can add multiprocessing parsing of csv with Python and Pandas. I think I've done it before.
Comment · 6 years ago
Washington University in St. Louis?
Comment · 6 years ago
Comment · 6 years ago

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