When coding, using Claude Code alongside Codex to tackle tricky issues and complex problems is absolutely perfect~
08.11.2025 05:11 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0@geekbing.bsky.social
Full-time Independent Developer Value Investor | Turning Code into Capital Insights & Analysis on US Earnings
When coding, using Claude Code alongside Codex to tackle tricky issues and complex problems is absolutely perfect~
08.11.2025 05:11 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0People say MA is the best undervalued stock out there, and I think so too.
07.11.2025 16:15 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0Hereโs a quick snapshot of some high Piotroski F-Score companies today.
Fundamentally strong, undervalued, and still overlooked by the market.
๐ Check them out below.
In short:
Piotroskiโs F Score and its modern version help investors spot strong value companies through solid fundamentals.
Itโs a simple, proven framework that still works today.
Market Sensibility
Beta
Investment
Equity Buybacks
These add a market-performance dimension to the original F-Score, capturing both balance sheet strength and investor behavior.
Thereโs also a modernized F-Score, expanding beyond accounting data.
Growth
Net Revenue, EBITDA, EPS
Profitability
CROIC, ROIC
Debts
EBITDA Coverage, Debt Coverage
Operating Efficiency
Change in Gross Margin โ 1 point if improved
Change in Asset Turnover โ 1 point if improved
Max: 2 points
Add them up โ Total F-Score = 0โ9
Higher = stronger financial quality.
Leverage, Liquidity & Funding
Change in Leverage โ 1 point if lower than last year
Change in Current Ratio โ 1 point if higher than last year
Equity Issuance โ 1 point if no new shares were issued
Max: 3 points
Profitability
ROA โ 1 point if positive
Operating Cash Flow โ 1 point if positive
Change in ROA โ 1 point if higher than last year
Accruals โ 1 point if CFO/Assets > ROA
Max: 4 points
The F-Score helps investors find financially strong value stocks.
It uses 9 criteria grouped into 3 key areas: Profitability, Leverage/Liquidity, and Operating Efficiency.
Hereโs how it works ๐
Donโt know how to pick value stocks?
Try the Piotroski F-Score.
Itโs a simple accounting-based method from Joseph Piotroskiโs paper โValue Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers.โ
Anthropicโs new post about MCP shows a smart shift:
instead of loading tons of tools into models,
let AI write and run code to call them when needed.
Fewer tokens, faster runs, cleaner logic.
Agents that can code are the future.
www.anthropic.com/engineering/...
AMDโs revenue over the past decade has been solid, but its net profit is still lagging. When it comes to GPUs, the gap with NVIDIA is huge โ the CUDA ecosystem is just too strong. In CPUs, AMD still holds an edge over Intel for now.
AMDโs revenue over the past decade has been solid, but its net profit is still lagging.
When it comes to GPUs, the gap with NVIDIA is huge โ the CUDA ecosystem is just too strong.
In CPUs, AMD still holds an edge over Intel for now.
Everyoneโs been focused on NVIDIA and Google lately.
But over the past decade, Amazonโs revenue and net income growth have been pretty impressive too.
Coming soon:
Detailed historical data for the three financial statements and key metrics.
Value score rankings for all companies.
Custom peer comparisons and long-term trend analysis.
It includes the Piotroski Value Scoring Model, a financial dashboard, latest earnings highlights, peer company comparisons, and long-term trend indicators.
If you want to dive deeper, you can also browse SEC filings and ask questions about them.
Financial data websites on the market are often overwhelming.
So I built a minimalist financial statement website.
All key data on one screen.
ch2report.com
Chat2Report now supports switching between multiple financial reports in the chat interface for retrieval๐ฅณ
Next, cross-report retrieval will be introduced, allowing you to more easily understand a company's financial situation across different periods๐
Cursor Pro is unexpectedly no longer limited in usage? Hope it won't dumb down.
Cursor Pro is unexpectedly no longer limited in usage? Hope it won't dumb down.
19.06.2025 15:35 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0Independent products do not need separate development for Changelog, Roadmap, or Feedback. Directly connect to featurebase, absolutely useful.
Independent products do not need separate development for Changelog, Roadmap, or Feedback.
Directly connect to featurebase, absolutely useful.
Although Cloudflare has been losing money for years, it is still worth investing in. With its cyber Bodhisattva approach, it quickly captures the market with an excellent reputation. All my projects and blogs use its products. #Investing #ValueInvesting #chat2report
Although Cloudflare has been losing money for years, it is still worth investing in. With its cyber Bodhisattva approach, it quickly captures the market with an excellent reputation. All my projects and blogs use its products. #Investing #ValueInvesting #chat2report
13.06.2025 09:35 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0The earnings report summary feature is now available in Chat2Report. It uses AI to generate structured summaries, optimized for bank and non-bank financial reports๐ฅณ. #Investing #ValueInvesting #chat2report
The earnings report summary feature is now available in Chat2Report.
It uses AI to generate structured summaries, optimized for bank and non-bank financial reports๐ฅณ.
#Investing #ValueInvesting #chat2report
The key difference between a great story and a bad one lies in whether there is a relatable character.
The biggest mistake in marketing is treating what you want to sell as the center of everything, when the true focus should be on the people you are serving.
Wow! Finally found a multi-platform PDF software, completely free. #pdf #investing #finance #chat2report
Wow! Finally found a multi-platform PDF software, completely free. #pdf #investing #finance #chat2report
22.05.2025 03:47 โ ๐ 0 ๐ 0 ๐ฌ 1 ๐ 0If you need to deploy some AI models locally for testing but your machine's configuration is insufficient, you can try vast.ai or runpod.io; however, vast.ai seems to offer better cost performance.
If you need to deploy some AI models locally for testing but your machine's configuration is insufficient, you can try vast.ai or runpod.io; however, vast.ai seems to offer better cost performance.
21.05.2025 15:06 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0It's not enough to just chat about financial reports; when analyzing a financial report, we need to first get an overview. It would be great to have a detailed summary. The best needs always come from user feedback.
18.05.2025 14:08 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0Still looking for a feature-rich PDF front-end component? Try Syncfusion PDF Viewer, which supports multiple frameworks including React, Vue, Angular, Blazor, etc. If you are an independent developer or a company with an annual income of less than 1 million USD, you can also apply for a free license
Still looking for a feature-rich PDF front-end component? Try Syncfusion PDF Viewer, which supports multiple frameworks including React, Vue, Angular, Blazor, etc. If you are an independent developer or a company with an annual income of less than 1 million USD, you can also apply for a free license
16.05.2025 11:55 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0If you want to quickly understand the US stock market and its structure, you can take a look at this booklet, which should help you understand the trading conditions of today's US stock market. #investing #stocks #Finance #InvestSmart #ValueInvesting https://primer.prooftrading.com/
If you want to quickly understand the US stock market and its structure, you can take a look at this booklet, which should help you understand the trading conditions of today's US stock market. #investing #stocks #Finance #InvestSmart #ValueInvesting
https://primer.prooftrading.com/