Invest Like Warren Buffett & Charlie Munger
We analyze company annual reports with end of day prices to find value investments.
- Market Analysis
We look for the types of companies that Warren Buffett & Charlie Munger look for across every single stock in the market. Companies that generate meaningful free cash flows, are undervalued, and return cash through dividends and buybacks.
- Financial Metrics
We look at company annual reports for the financial metrics that matter including Return on Equity, Debt to Equity, Free Cash Flow, Stock Buybacks, Dividends, Net Present Value.
- Daily Report
Access the daily report where we analyize the market and find the best value investments based on the previous day's closing prices and the latest annual reports downloaded directly from the SEC.
Daily Report with the Top Value Investments
We look at the same financial criteria as Warren Buffett and Charlie Munger and analyze the entire market to find the best value investments.
- Free Cash Flow
- Return on Equity
- Debt to Equity / Return on Invested Capital
- Dividends & Stock Buybacks
- Net Present Value of Discounted Cash Flow
Built by the lazy capital allocators at opsZero.
What is included?
Please look at the following sample file for what we send.
What data do you analyze?
We analyze the SEC 10-K, 10-Q, and Insider Trading data. We download this data
whenever the SEC makes it available and do an analysis daily.
What else would you need to do on top of this data?
This data only gives you the financials that Warren Buffett and Charlie Munger
look at. There are additional vectors such as analyzing management, moats and
other qualitative analysis that is up to you.
Will this make me rich?
This is just a tool to help start your exploration. You will need to do more
before deciding whether you should invest in a company. As a value investor
our goals are to buy comparatively cheap stocks with good economic moats and
hold them for the long term. This requires more analysis than an excel sheet
Are you related to Berkshire Hathaway?
No, just fans.
Can I get access to the 10-K and 10-Q data?
Yes, it is available here.
What are the tenents?
Tenets of the Warren Buffett Way
Is the business simple and understandable?
Does the business have a consistent operating history?
Does the business have favorable long-term prospects?
Is management rational?
Is management candid with its shareholders?
Does management resist the institutional imperative?
Focus on return on equity, not earnings per share.
Calculate “owner earnings.”
Look for companies with high profit margins.
For every dollar retained, make sure the company has created at least one dollar of market value.
What is the value of the business?
Can the business be purchased at a significant discount to its value?
Disclaimer: opsZero, LLC is not a professional financial services provider or
institution. The information provided on this website is for general
informational purposes only and should not be construed as professional
financial advice. We recommend consulting with a qualified financial advisor
or professional before making any financial decisions.