Investment

Chapter 63 – Company Financial News Scraper for the Top-down Analysis Using Easy2Digital News API

September 13, 2023

Industry and company up-to-date news helps you keep pace with the stock company you invested. Nevertheless, it is time consuming if you check one by one out of your investment dashboard. I daresay you feel excited if your stock dashboard can automatically refresh the company news every day using a financial news scraper. As a result, you can make decision always along with top-down industry and company news.

In this article, I’m going to introduce Easy2Digital financial news API 1.0 with the API script sample. With this API, you can build a financial news scraper for your specific collection of company symbols and integrate it with your stock monitor.

Chapter 62 – Intrinsic Value Scraper for Comparing BVPS vs Price per Share Using Easy2Digital API

September 9, 2023

Discounted value of the cash that can be taken out of a business during its remaining life, is a well-known intrinsic value explanation offered by Warren Buffett. In fact, the intrinsic value calculator has a top-down and simple way out although the bottom-up and in-depth one requires more input.

In this article, I’ll walk you through how to leverage Easy2Digital API data to build an intrinsic value scraper using Python. By the end of this piece, you can quickly scrape and consolidate 5 metrics in bulk, and find out if the symbol candidate from your list is a potential undervalued one to add to the investment queue by BVPS vs price per share.

Chapter 60 – Stock Symbol Data Scraper for Financial Ratio Analysis

September 9, 2023

Along with interest rates rising against inflation, global stock markets have been bearish and obviously continue to drop as inflation kind of hovers over in a higher position and might last for a long period before pushing it down.

From a standpoint of the cost of buying in the stock market, this is absolutely a good chance to observe the momentum and estimate the time bottoming out. It’s because this timing is easier for us to analyze and identify undervalued companies compared to the previous QE era, notably now companies are confronting the increasing cost of debt and economic recession challenges. Who can stay still, who is the ACE?

If you are an investor in mutual funds, ETFs, trusts, Stock, and so on. This article can help you build a stock symbol data scraper for analyzing financial ratios in bulk using Python, FMP, and Easy2Digital API.

Chapter 51 – Trending News Bot with Twitter and Easy2Digital News APIs

September 6, 2023

In this Python Tutorial, I would walk you through how to build a trending topic bot using Tweepy and Google News. By the end of this tutorial, you can learn the logic, framework, and mindset of building this bot. You can roll out localized versions based on what markets your business is entering.

Chapter 38 – Build a CLV Calculator of SaaS, Subscription & Membership Plan Using Python, OOP

September 1, 2023

There is a saying “Starting a business is difficult and maintaining a business is even more difficult”. The truth is the competition indeed is getting more and more fierce along with more players joining the game and competing with you. New customer acquisition costs are definitely increasing, so the question is how to sustainably defend your business and maintain the customer loyal to your product and service. It’s for the purpose of maintaining business competition cutting-edge at the end and avoiding losing profit or even losing money. Understanding your customer lifetime value and calculating, getting a right number to refer is vital.

Chapter 36: Build an NPV Calculator in eCommerce Business Space Using Python

September 1, 2023

Global stock market is just like a roller coaster now, and if you are the passenger in the game, you might have a true feeling how exciting it is. Definitely we have alternatives out there, such as cryptocurrency, gold, etc. And private equity investment must be one of the options and eCommerce is a hot spotlight space. You can calculate the gold price by observing the historical trend and worldwide political, economic events. For the eCommerce business valuation, you can also have a calculator.

Chapter 35: Social Media Sentiment Analysis Using Python, Twitter, and Easy2Digital APIs

August 31, 2023

Regarding a full scope of intelligent business data dashboard, organic traffic, sales number, and top product GMV from worldwide are of course indispensable. It might have potential risk if you ignore what people are talking about your business, and what the sentiment is when people mention your brand. In fact, there are many valuable channels that could give you hints and signals, such as Reddit, social media (Facebook, Instagram, etc), the microblogging arena of Twitter.

Chapter 33: Build an eCommerce Profit Margin Calculator Using OOP

August 31, 2023

Business is essentially a calculation. Based on the calculations that integrate with external and internal factors, people can stand on a giant shoulder and evaluate the current status and predict a more precise future. It’s not 100% correct, as the change is beyond the plan. However, it ensures you are indeed on the way to the goal instead of going the wrong way. The goal here is profitable whatever strategies you are implementing. And in the eCommerce space, SKU profit margin calculation is applicable as well.

Chapter 28 – Build the Comparable Company Analysis Bot Using Easy2Digital APIs

August 29, 2023

Data intelligence is not a term to show off how you are good at using data to make right decisions. I believe nobody can say we have a right stock investment decision with 100% correct prediction. Data intelligence is like an advisor giving you a way to see the big picture and inspire you with new ideas, and be along with you in the critical thinking and analysis journey. The question is how to scably and automatically collect and update the data for CCA. This is what the article is about today - FMP Bot using FMP API

Chapter 29 – Build an Indiegogo Bot for Scraping Most Crowdfunded Projects

August 29, 2023

Indiegogo is an online crowdfunding platform that brings Users together to support crowdfunding campaigns featuring innovative products, creative design, and inspired ventures. It allows brands to launch and seek to raise funds for their own Campaigns and to contribute to the Campaigns of others. Campaign Owners can offer Perks to Contributors in thanks for the Contributors’ donation of funds.So do you want to consolidate all most funded projects in different sectors and categories by just spending 10 seconds. This is why this article is about today.

Chapter 27: Build a Kickstarter Bot to Fetch Top and Trending Crowdfunding Product Data

August 29, 2023

Innovation and creativity ahead often are driven by capital. So as an eCommerce player in your space, it’s helpful and useful to notice the capital flow or projects paid attention to by the investors. There are many crowdfunding platforms out there, and frankly, there are many future stars that you might not be able to find on Amazon. But this is something we might be more interested in, for spotting a potentially profitable project. The question is how to automate collecting intelligent insights. So this is why this piece.

Private Equity Investment: eCommerce Business Valuation Using NPV and IRR

August 19, 2023

China's general trade business and companies might be in a way impacted by the cancellation of GSP treatment, or called the Generalized System of Preference treatment. Although it also depends on what product category of export business, tariff percentage implies the enforcement of reduced profitability or increasing the prices. Pros and cons always come together. The momentum of growth on D2C cross-border eCommerce, on the other hand, is rising. The question is how to evaluate the cross-border eCommerce business potential if you spot this is indeed an investment and monetization opportunity.

Subscription Business Model Cohort Analysis for Retention Rate, ARPU, CAC, CLV

August 18, 2023

If you are running a subscription business model, whatever there is a similar model like yours or there is no model like it on the internet. Understanding your customer feedback about your product and service is critical because these data and insight highly reflect the trend of granular revenue and profit forecasting in this business. And with the domino effect, directly impacts your decision of branding and marketing options from paid to social and email drive sales and customer advocate. In the coming years, I believe if all the positive P&L results from actual performance and forecasts are coming up, all are thanks to this good beginning.

So the question is how to analyze the subscription business model performance. In this article, I would walk you through how to leverage cohort analysis that might be just in the Google Sheets, for the purpose to understand the subscription's actual retention and churn rate performance. By the end of this piece, you can learn the beauty of cohort analysis for your subscription business, and deploy your marketing and sales strategy based on the analysis.

CAPEX vs OPEX – Apply to Measure Branding and Performance Marketing Outcome

August 10, 2023

Branding is the future of a business, and branding dilutes the impact of product pricing from customer purchase decisions. So branding is significantly vital like this and that. Personally it’s a kind of common sense, and most people realize that even though they are not professional marketers and business holders. So this article might give you some hints on how to quantify the outcome of branding from a finance and marketing perspective. Next time, it can be a great discussion to reply to your line managers or clients when they question why there was no outcome from the branding investment.

Strategy

Selling Well But Be Losing Money? 7 Variable Costs Are Impacting Your Online Store Profit Margin

August 2, 2023

Most of the online sellers ignore what variable costs would take place per transaction, and underestimate the impact of variable cost change in the profit margin, particularly as the variable cost increases with the sales going up.

So for the purpose to avoid selling more but be losing more. I’m going to talk about 7 types of online store selling variable cost that can impact the profit margin per transaction.

SaaS eCommerce Value Calculator – Potential Sector, Client, and Product Value Proposition

August 2, 2023

Profit and loss calculator module is not a strange term to eCommerce brands and sellers. Basically the essence of commerce is to sell and earn profit. And the purpose of branding in a way is to dilute or decrease the importance of pricing in the eCommerce space. Then, the calculator module is not the IP of B2C. To B2B companies like SaaS eCommerce, a value proposition calculator is a critical component before things move forward. Without it, it is just like a car hasn’t an engine.

Python Web Application: Multi Calculators – NPV, P&L, CLV

July 11, 2023

Web applications are easy to integrate with different applications, like we can combine different financial and marketing calculators today. The users can select the NPV, CLV or P&L calculator. Or they can generate the scraped data by selecting the eCommerce bots or social bot in one interface. Transformer is not just in the animation, you can leverage Python and flask to empower your Python web applications with more and more features and reduce the complex steps to get what you want.

Smart-finance

Cash Conversion Cycle – Play Around Account Receivable & Account Payable for Marketing Strategies

May 7, 2023

Cash flow is the king and any business pays most attention to the ratio between cash out-flow and cash in-flow, to maintain investors’ confidences and company profitability.

There are quite a lot of components affecting the cash conversion cycle, such as cash and cash equivalent, account receivables, inventory, capital expenditure, P&L, cost of debts and debts, etc. For marketers, account receivable and account payable must be one of the components we are able to leverage to design marketing strategies and implement for diverse business goals.

Smart-finance

Valuation Multiples – P/E, P/B, EV/EBITDA Ratio Hints for Marketers

May 4, 2023

Valuation multiples are financial measurement tools that evaluate one financial metric as a ratio of another, in order to make different companies more comparable. As a marketer, not only is it necessary to understand your company, but also learning from peers or competitors with better valuation is a way to refer and grab inspirational ideas. This article briefly goes through 3 main valuation multiples which investors pay more attention to, and marketers should be aware of the value.

Smart-finance

Profitability Ratio – Gross Margin, EBITDA Margin, Net Margin Hints for Marketers and Investors

May 3, 2023

Profitability ratios measure a company’s profitability stemming from financial statements. One of the main sources must be the income statement. It’s because of all the company’s main forms of income and expense.

There are countless ways to slice and dice income statements. Nevertheless, there are three main margin ratios that come up most frequently in the analysis from both investors and marketers. These ratios are the gross margin, EBITDA margin, and net margin.

Smart-finance

Liquidity Ratio – Quick Ratio, Interest Coverage, Debt / Equity Implication for Investors and Marketers

May 2, 2023

Liquidity ratio reflects a company’s resilience capability when facing economic and market vulnerability and volatility. As an investor, companies with great liquidity capability definitely are the better options in the investment portfolio. Meanwhile, marketers have responsibility to adjust budget and strategies along wit business iquidity ratio upsizing or downsizing. Moreover, be sure to constantly communicate with the market and build brand credibility and trustworthy always-on.

In this article, there are 3 aspects to look into and justify whether a company is in a healthy liquidity ratio status, which includes quick ratio, interest coverage and debt to equity.

Smart-finance

ROA, ROE, ROC – Hints for Investors and Marketers from Financial Ratio Analysis

April 24, 2023

On the whole, measuring returns in business is critical and ROA, ROE, ROC ratios is a super useful way to monitor whether a company is putting money entrusted to it to good use. Moreover, these three metrics can provide investors and marketers a picture of the company’s potential investment evaluation, although it needs to be cautious to look into.

In this article, I will go through ROA, ROE, ROC financial analysis ratios and share tips to look into them to gain insightful opportunities for investors and marketers, and also avoid data traps.

Smart-finance

Stock Valuation Using Comparable Company Analysis(CCA), Finviz, FMP

April 12, 2023

Investment is an eternal topic and discussion, particularly in an inflationary economic environment for the purpose to keep your money's value. It’s no double that the stock market is one of the best options. Stocks offer investors the greatest potential for short-term trading, or growth over the long haul. But stock prices move down as well as up, the question is how to be a real investor instead of speculation

Chapter 61 – Financial Statement Scraper for Common-Sizing Comparison Using Easy2Digital APIs

January 28, 2023

Financial statements provide investors and marketers the raw data that can facilitate them to calculate, and compare the underlying value of companies. Moreover, notably revenue growth, capital expenses, and debt growth YoY do directly imply if a company is in a good shape or not, for example, market share is shrinking, or probably the cost of debt might rise, or it’s a potential one to invest because of current aggressive investment in new product development.

In this article, I’m going to work through how to build a financial statement bot using Easy2Digital API and Python. By the end of this piece, you can use the Python script and Easy2Digital API to obtain specific listed companies’ financial statement data, or leverage it to automate your dashboard update.