04-14-2025, 11:28 PM
Wow, DW -- a nerd after my own heart!
I've been keeping spreadsheets like that for the companies I own/watch for years, with all of the quarterly and annual data gather by hand from the company reports. Mine aren't nearly as polished as that, but it would be interesting to see if our data match. And I agree it is a pain to make it all make sense sometimes. I've come to dread splits. It has given me an appreciation and slight bias toward companies whose financials are simple to understand; don't try to hide things with a million asterisks, footnotes, and adjustments; and that are consistent over time.
I also find it helps me keep a much closer eye on the companies. Of course it also means when life gets busy, my data gets stale.
I've been keeping spreadsheets like that for the companies I own/watch for years, with all of the quarterly and annual data gather by hand from the company reports. Mine aren't nearly as polished as that, but it would be interesting to see if our data match. And I agree it is a pain to make it all make sense sometimes. I've come to dread splits. It has given me an appreciation and slight bias toward companies whose financials are simple to understand; don't try to hide things with a million asterisks, footnotes, and adjustments; and that are consistent over time.
I also find it helps me keep a much closer eye on the companies. Of course it also means when life gets busy, my data gets stale.