Documentation Overview
This page provides video and written documentation for the StableBread Automated Stock Analysis Spreadsheet. You need to purchase this spreadsheet product in order to have access to the documentation.
If you've purchased the StableBread Automated Stock Analysis Spreadsheet, then you're automatically enrolled into this documentation course. Login to your Customer Dashboard to access the course.
Here's what's covered in this documentation course (~6 hours of video documentation, ~120+ images, ~30,000+ words of written documentation):
Introduction
- Model Overview: Provides a concise overview of both the Automated Stock Analysis and Stock Screener Spreadsheet models.
- Getting Started: Covers spreadsheet requirements, and guides on accessing the spreadsheet for both Excel and Google Sheets versions.
- Cover + Guide: Discusses the COVER and GUIDE tabs in detail, including quick debugging tips, spreadsheet best practices, usage of macros, cell formatting rules, and the shortcut reference library.
- Navigation Links: Provides relevant links associated with the StableBread Automated Stock Analysis Spreadsheet.
Overview
- Overview Model Configuration: Explains the four key model configurations that affect what data is shown and how it's displayed.
- Overview: Explores the OVERVIEW tab extensively, featuring historical performance, radar, and stock valuation charts, along with a range of financial ratios, trading and dividend data, summaries of key financial statements (KFS), key financial ratios (KFR), and summarized versions of the three primary financial statements with charts.
Financial Statements + Ratios
- Three Financial Statements (IS + BS + CFS): Discusses the three financial statement tabs in detail, teaching how to read and interpret them.
- Key Financial Statements (KFS): Explores the financial statements, supplementary data, and financial metrics growth analysis.
- Key Financial Ratios (KFR): Describes how to read and interpret the computed ratios, assess financials distribution, and perform financial ratios growth analysis.
Valuation Overview
- Valuation: Provides a location to input key market data and assess the overall valuation of a company across the different valuation models offered.
Valuation Input Models
- Free Cash Flow to the Firm (FCFF | FA | NWC): Provides a detailed model for forecasting the company's FCFF, a FCF forecast method option on the DCFs | TVs tab.
- Warren Buffett Owners Earnings (BUFFETT OE): Covers two formula methods for calculating Warren Buffett's owners earnings number. Also a FCF forecast method option on the DCFs | TVs tab.
- Weighted Average Cost of Capital (WACC): Details the process of calculating the WACC, a discount rate option in absolute valuation models.
Valuation Models
- Discounted Cash Flow Valuation Models (DCFs | TVs): Includes 3 videos on valuing a company with a DCF model. Discusses key model inputs (FCF forecast period, FCF forecast method, discount rate methods, and terminal value methods), DCF model outputs, and applying mid-year convention and stub periods.
- Dividend Discount Models (DDMs): Features 6 videos detailing valuation using various DDMs. Discusses growth analysis, the Gordon Growth Model (GGM), the Two-Stage DDM, the H-Model, the Three-Stage DDM, and applying non-conventional dividend growth.
- Benjamin Graham Valuation Models (GRAHAM): Provides insights into the original and revised versions of Benjamin Graham's valuation formulas.
- Comparable Company Analysis (COMPS): Describes using the Comps model for relative valuation, guiding users in implying the valuation of the target company.
Management + Ownership
- Management + Ownership: Details the process of completing the non-automated MANAGEMENT and OWNERSHIP tabs, guiding users through documenting company leadership and shareholder information.
Stock Comparison
- Comparison: Discusses the use of the COMPARISON tab for comparing up to four stock tickers against the target company's metrics, and employing the stock comparison chart.
Stock Screener
- Stock Screener: Explores the Stock Screener Spreadsheet, including instructions on completing the SCREENER DATA tab and operating the SCREENER tab.
