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01/26/2004

Software Stock Spreadsheet

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I use this spreadsheet to help spot potential long/short ideas. It's a fairly comprehensive list of the all the public enterprise software companies out there (including some Internet-related companies for good measure) and the sheet makes use of Microsoft's MSN Money automatic Stock price download toolbar within Excel to get current stock prices for each company so it updates easily. Typically, I'll update the prices and then for a select group of companies I'll do some more in-depth balance sheet analysis with a focus on enterprise value, tangible book and revenue growth to narrow down the possible investment candidates. As I said in my last post, there are increasingly many more short (for example, check out Autonomy (AUTN)) than long opportunities out there, but shorting in this environment is very risky given the large amount of money flowing into the sector.

January 26, 2004 in Stocks | Permalink

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The thoughts and opinions on this blog are mine and mine alone and not affiliated in any way with Inductive Capital LP, San Andreas Capital LLC, or any other company I am involved with. Nothing written in this blog should be considered investment, tax, legal,financial or any other kind of advice. These writings, misinformed as they may be, are just my personal opinions.