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Peter Larson
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A humble engineer and family man. Never been to Wall Street. Not psychic or anything. The idea behind DCFHub: I realized one day that it is possible to automatically calculate and track a net present value for just about every stock by simply plugging the analyst consensus growth estimates into... More
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  • Top Valuation Gains, April 14, 2014

    Top net present value changes between April 7 and April 14, 2014

    Ticker Weekly NPV Gain

    APOG 46.02%

    RAD 42.08%

    TITN 34.20%

    FOXF 26.89%

    ESS 25.26%

    Explanation:

    I perform a daily net present value calculation for thousands of stocks using consensus analyst estimates. The calculated NPV's of these five stocks rose the most.

    Do you know why? Let us know in the comments.

    See the full list of stock valuations from DCF Hub.

    Investors! Earn great returns with Prosper.com peer-to-peer lending - rates as low as 6.73% APR

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Additional disclosure: This list is provided for informational purposes only. I have not performed due diligence on these stocks.

    Tags: APOG, RAD, TITN, FOXF, ESS, DCF Hub
    Apr 15 11:30 AM | Link | Comment!
  • Yuzu- The New Barnes And Noble Digital Educational Platform Is Set To Launch

    Back in December 2012, Pearson media (PSO) announced an $89.5 million investment in Nook Media, the Barnes and Noble (BKS) and Microsoft (MSFT) subsidiary, in order to develop new educational products. I have uncovered strong evidence that the first product of this partnership, a digital education platform known as Yuzu, is set to launch tomorrow.

    Yuzu logo

    By strong evidence, I mean that Barnes and Noble has set up an Eventbrite invitation for a Yuzu launch and hiring event on the nook campus tomorrow from 6:30 pm to 9:00 pm. Also, there is a twitter account for YuzuBN, there is at least one Linkedin post hiring specifically for Yuzu.

    And, oh yeah, the Yuzu product website is already up and running, I've registered an account and played around a bit with the web app.

    So, I'm pretty sure on this one.

    Here are the details:

    The Yuzu app is a textbook reading app and store that will be replacing the existing Nook Study app. It will be available initially as an iPad app and as a web app and will support textbook rentals as well as textbook purchases. The e-textbooks are epub3 and/or PDF, but will not be compatible with existing Nook or Nook Study books. The Nook study app will remain available for existing users.

    The main features of the app appear to be simply reading, organizing books by course and term, adding various types of notes and highlighting, and adding bookmarks (called flags), and searching notes and text.

    Instructional videos demonstrating the new features can be found:

    https://customercare.yuzu.com/hc/en-us

    Barnes and Noble has a wide moat in the educational market due to their direct contracts with Universities, which in many cases actually own the campus bookstore location and receive a percentage of sales. This arrangement leads colleges to take steps to ensure students make purchases from the official bookstore.

    With physical textbooks, the right of resale has historically ensured that students can bypass the official bookstore to purchase used books from non-affiliated providers such as Amazon (AMZN) and Chegg (CHGG). But the right of resale does not exist with digital books. Colleges with Barnes and Noble contracts can potentially force students to buy from them. Chegg and Amazon are also launching digital initiatives, but there is a very real possibility that colleges with existing Barnes and Noble contracts will not support competing platforms.

    Disclosure: I am long BKS.

    Tags: BKS, PSO, MSFT, AMZN, CHGG, News, Rumors
    Apr 10 12:03 AM | Link | Comment!
  • DCFHub: Announcing My New Site

    Thank you everyone for your interest and support for my articles at Seeking Alpha, so far.

    Today, I am happy to announce that a project I began for a series of SA articles has now grown into it's own website:

    http://dcfhub.weebly.com/

    At DCFHub, we perform a standardized discounted cash flow (DCF) analysis, based on consensus analyst estimates, on every applicable stock on the market and publish the resulting net present valuation (NPV).

    We believe that many investors would prefer using the full DCF methodology over simplified valuation methods, such as the forward PE ratio, but cannot do so simply because the full DCF analysis has not been made available as free, user-friendly data.

    The ultimate goal is to make the full DCF analysis just as easy to use as the simplified ratios. That way, users screen, backtest, or even chart the DCF derived valuations.

    Currently, we publish the DCF NPV data in three ways.

    1. The current weekly valuations is published as a Google Fusion table. Google Fusion tables allow users to merge the DCFHub dataset with their own preferred stock data.
    2. The weekly change in NPV is published as a seperate table in Excel. In our experience, buying companies that are gaining in NPV is potentially a more effective strategy than purchasing companies that are simply undervalued.
    3. The historical data for each ticker that appears in our analysis is published as a chart using Tableau.

    The weekly valuation datasets that ultimately became DCFHub began with my Discounted Cash Flow Champions articles and instablogs here on Seeking Alpha beginning in December 2012.

    Please visit and let me know what you think!

    -----------------------------------------------------------------------------------

    P.S.

    While the valuation datasets on the website are published weekly, I have started to run the analysis daily. I'm considering starting a mailing list to distribute these. Please send me a message or leave a comment here if you would be interested.

    -----------------------------------------------------------------------------------

    P.P.S. In case you haven't guessed, all of the "we's" in this announcement are royal. If anyone would be interested in helping me develop this project as a more professional website please let me know. There are still a lot of features I would like to add, but time and coding ability have held me back.

    Tags: DCFHub
    Nov 17 9:08 PM | Link | Comment!
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