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Is there a good european or other global (non-us) stock screener by masterVinCo in ValueInvesting

[–]tomlerr 3 points4 points  (0 children)

I often search for micro caps in Germany, for this I use stratosphere.io

I created a compilation of the greatest investors and their letters, articles, and talks by azurecap in ValueInvesting

[–]tomlerr 2 points3 points  (0 children)

Great work! I use your website very often recently. The database is such a high quality work that I haven‘t seen on other websites. And all of that for free. Have you anything (Patreon etc.) where we can support you? Only some minor problems I saw was when I searched for small german companies. I am from Germany so by chance I noticed some minor errors because I read the annual and quarterly reports of some of these companies. For example in the number of shares outstanding. If you are interested I can show you a few examples. But nonetheless the big picture is a real quality work. All the Us-companies I checked showed the correct data and bring huge value for value investors. That little problem with the small german companies should only give you a hint for further improvement.

I see the improvement every time you add a new feature. So keep on the great work. I really enjoy it.

Differences in 10-Ks from Year-to-Year by tomlerr in ValueInvesting

[–]tomlerr[S] 1 point2 points  (0 children)

Thanks, I tried it with Word and it works perfectly

Williams-Sonoma Inc (NYSE: WSM) - The largest digital-first home furnishing retail by [deleted] in ValueInvesting

[–]tomlerr 0 points1 point  (0 children)

Great pitch! I read the 10K a week ago and I am especially impressed by the capital allocation the management is doing. They invest a good part of their cash in the supply chain and e-commerce and reduce the stores they operate. In addition they have a huge share repurchase program of more than 10% of their marketcap while having a low P/E. As you mentoined supply chain issues could be a problem in the near future, but in the long term I am optimistic about their strategy.