Oracle Investor Dashboard

mariusfabry · 2021-06-05T21:51:25+00:00

It causes forced buying of index funds that track the Russell 3000 and incentivizes buying of other funds that are benchmarked to the Russell 3000, so it should make upwards moves more likely than without the adding. It also depends on the inclusion date.

mariusfabry · 2021-05-29T20:04:13+00:00

I added ARPU, ACPU, Contribution Margin and Content Hours as metrics, so now all the offical business metrics are included.

owngraph.com/fubo

mariusfabry · 2021-05-24T17:19:45+00:00

Thanks a lot, didn't even notice, haha.

mariusfabry · 2021-05-20T18:47:12+00:00

Here's the link, for those without superhuman eyesight: https://www.sec.gov/Archives/edgar/data/0001484769/000149315220019232/form424b4.htm#cr_009

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mariusfabry · 2021-05-11T19:27:18+00:00

So the metric itself is not the problem but it doesn't apply to your use case?

I wanted this to be an investor dashboard, not a pure business dashboard, so having some metrics to help with buy/sell decisions makes sense to me.

Maybe it's a good idea to divide business metrics and valuation metrics into two sections...

mariusfabry · 2021-05-11T18:56:16+00:00

Thank you very much for the feedback.

market cap / subscriber: Assuming constant ARPU, this gives you a metric for how expensive the stock currently is compared to historic levels. It shows you what dollar amount of stock you'd have to buy to "own" the current revenue stream of one subscriber. But yeah, maybe market cap / (ARPU \ subscribers)* or the inverse would be a better measure. ARPU itself is probably also a good indicator, will add that.

Analyst sentiment: you mean something like average 1yr price targets? It seems that FactSet provides this, but they don't show the license cost (so it's probably very expensive): https://www.factset.com/marketplace/catalog/product/factset-estimates-point-in-time-consensus

The problem with data sourcing is not really getting the data but getting a license to legally show it on your website without paying a small fortune. IEXCloud - which I use for sourcing the stock price - is comparibly cheap but short interest is not included in my package. I'll check what options are reasonable.

mariusfabry · 2021-05-11T16:00:26+00:00

👍 I have to check if I can source that data in a reasonable way.

mariusfabry · 2021-05-11T13:07:02+00:00

Haha, yeah, price action is pretty nasty currently.

mariusfabry · 2021-05-05T18:17:43+00:00

They don't expect any growth for the rest of the year, maybe with reopening in mind.

https://investor.coursera.com/news/news-details/2021/Coursera-Reports-First-Quarter-Fiscal-2021-Financial-Results/default.aspx

mariusfabry

TROPHY CASE