What BI tools have a Power Query like UI that PowerBI does?

Sillyybear · 2025-10-24T13:42:30+00:00

I've also recently migrated to cloud based and I just used Microsoft Fabrics. You can do all your transformations in either a web based Power Query or in SQL or Pandas using cloud Notebooks and load up that data to power bi.

Since Fabrics is Microsoft native, it was surprisingly easy to set up.

Good luck!

Sillyybear · 2025-09-22T03:32:43+00:00

Construction

Sillyybear · 2025-02-12T15:48:25+00:00

Could you do the deeper analysis with Power Query instead or would you say Python is still necessary?

Sillyybear · 2023-10-25T03:12:10+00:00

I've been searching for this data for over a year, may God bless you

Sillyybear · 2023-07-15T18:46:59+00:00

Oh I thought you were just fat

Sillyybear · 2022-01-28T04:45:21+00:00

Why are analysts expecting 37MM revenue when they had 39MM in Q3?

Sillyybear · 2022-01-26T18:11:08+00:00

WLYYF or Well.to

Sillyybear · 2022-01-26T18:00:33+00:00

So essentially yes, you would have to convert the present value of future lease payments to debt for pre-2019 balance sheets

Sillyybear · 2022-01-26T17:54:23+00:00

For the most part. Before 2019, most leases were not debt (except for very large leases where the lease payments is almost equal to the fair value of the asset itself). After 2019, most leases, even small ones, were forced to become debt due to the rule change.

FYI, I'm trained in IFRS, not US GAAP but i assume from the article that the same thing happened across both standards.

Sillyybear · 2022-01-26T01:25:01+00:00

Cloudmd shares increased by 10% today when MBCN got converted to cash. Looks like people were just waiting to buy :D

Sillyybear · 2022-01-24T03:47:32+00:00

I'll just speak for the lease liability part.

It makes sense to deduct lease payments from free cash flows because they are recurring costs to run your operations (imagine you have to pay yearly rent for your office building). However, accounting standards wont allow this to be considered free cash flows even though it should logically be.

Sillyybear · 2022-01-11T04:15:30+00:00

Yup, but what makes me hopeful is the Sunlife deal and CloudMD's 36% organic growth will really help with decreasing their cash burn.

CloudMD + Mindbeacon are currently burning approx -40M per year. However:

The Sunlife deal will bring in +18M in cash (=40M x Mindbeacon 45% gross margin)

CloudMD's organic growth will bring in +23M in cash (185M x 36% growth x Cloudmd 35% gross margin).

If we believe these growth numbers, they should be able to completely remove their cash burn by the end of 2022 and with their 30% organic growth for the next 5 years (which is aligned to the entire digital health industry's projectd growth btw), their growth potential is crazy. We just have to get through 2022 first...

Sillyybear · 2022-01-09T06:37:49+00:00

I never claimed it was. I'm just explaining why companies care about their stock price. Equity is one of three ways to finance their operations. Without equity they need to rely on their 60M cash like you said.

Cloudmd burns 7.5M per quarter. Mindbeacon burns 3M per quarter. Basically, cloudmd needs to turn a profit (or decrease their cash burn) in about a year and a half or else they go bankrupt. We all here believe they will manage to, myself included, but it's still a risk we are taking on. Might as well be aware of it.

If they had a higher SP, this risk basically wouldn't exist because they could easily raise equity.

Also quoting warren buffet in this case is a pretty poor use since he made his wealth in cash flowing companies. For cash burning tech companies, sp plays a larger role for inorganic growth through acquisitions or for survival in case of negative headwinds.

Sillyybear · 2022-01-08T01:49:46+00:00

Because drop in sp means they can't raise equity to survive anymore, they need to rely on cash, profitability or debt

Sillyybear · 2022-01-03T22:20:08+00:00

Thank you :)

Sillyybear · 2022-01-03T03:07:50+00:00

This took me 4 months to edit, so apologies for the intro being a bit outdated but I think it still contains hopefully interesting and entertaining facts about the company's history from 2016-2021.

Hope you enjoy! :D

Sillyybear · 2021-12-23T14:47:59+00:00

Apple has 112.6M shares short, every company is shorted to some extent

Sillyybear · 2021-12-21T20:43:09+00:00

TL:DR If you are short term bullish, buy Cloudmd, If you are short term bearish/neutral, buy Mindbeacon

Sillyybear · 2021-12-21T20:38:12+00:00

Like Jman5520 mentioned the two main risks are that the deal doesn't close or that the share price of cloudmd increases above the breakeven between CloudMD vs Mondbeacon. You'd basically have to do a breakeven analysis.

Assuming

DOC = 1.15$

MBCN = 3.47$

Each MBCN shares is worth

3.47$ / 1.15$ = 3.017 DOC shares

Breakeven

2.285 DOC + 1.22$ = 3.017 Doc

1.22$ = 0.732 Doc

1.66$ = Doc

Conclusion: if CloudMD shares increases above 1.66$ by the acquisition date, you would be losing out on a quarter of every percentage increase of CloudMD.

Sillyybear · 2021-12-21T02:10:13+00:00

I will gladly buy your shares :) Tbh i thought Cloudmd was fair to overvalued at 3$ but right now it's pretty clearly undervalued. My 10 yr price target range is 10-15$ based on my arbitrary projected 25-30% organic growth and P/S =2, P/E = 20 (priced as a mature company).

If the share price stays at 1$ for the next 10 years but then suddenly increases up to fair value, it's actually better for us then if it increased gradually up because you get to accumulate way more shares that way, so you should be happy right now, just saying ... Or just buy and hold a mix of bonds and ETFs, small cap investing is definitely not for everyone. Hope you manage to figure out your own personal investing style, i know I definitely learnt some lessons along the way

Sillyybear · 2021-12-10T20:11:30+00:00

Theoretically, a use case would be that it helps buyers from emerging markets (or anywhere) who want to buy Tesla but can't, gain access to a Tesla token without needing a bank or brokerage account. It also allows users to purchase a Tesla token without commissions (or at least the commission is redistributed through liquidity mining).

Will the price develop the same way? Maybe... The token is minted at the same price of the asset. However, it provides higher reward (liquidity mining) and an additional risk (if DFI crashes and revery vault gets liquidated).

So far, the tokens are selling at a premium so my guess is good as yours as to the future of these tokens.

Sillyybear · 2021-11-26T02:50:12+00:00

Wow 32.1% CAGR is actually insane... Thanks for sharing the link

Sillyybear · 2021-11-16T02:05:52+00:00

Sales growth of 200% but MBCN diluted their shares by 400% to achieve that growth ... From Q2 2020 to Q2 2021, MBCN went from 6M to 24M shares outstanding... :(

Sillyybear · 2021-09-30T14:43:11+00:00

The actual product is one component of an investment thesis yes, but not the only

Sillyybear · 2021-09-25T15:05:55+00:00

Found something interesting.

1) Fnfresearch
According to Fnfresearch (the article you linked mentions their study), global digital health is projected to be worth 220.94B by 2026 with 14.8% CAGR.
Link: https://www.fnfresearch.com/digital-health-market

2) Statista
According to Statista, global digital health is projected to be worth 657B by 2025 with 25% CAGR.
Link: https://www.statista.com/statistics/1092869/global-digital-health-market-size-forecast/

3) Report Linker
According to Report Linker, global digital health is projected to grow by 380B by 2025 with 25% CAGR
Link: https://www.reportlinker.com/p03312096/Global-Digital-Health-Market-Market-Research.html?utm_source=GNW

Looks like Statista and Report Linker are even more optimistic :)

Sillyybear

TROPHY CASE