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WIKI ANALYSIS
Date / Time
U.S. Call
- Thursday, May 21st at 8pm EST / 5 PST
RSVP
- Able to Attend: Patrick, The Dean , Martycarbone
- Unable to Attend:Paolo
International Call
- Thursday, May 21st at 10:30pm IST (Indian Standard Time) / 7pm MET (Middle Europen Time, i.e., UTC+1) / 1pm EST (Eastern Standard Time US) / 10am PST (Pacific Standard Time US)
- If you're looking to convert, please use http://www.timeanddate.com/worldclock/converter.html or message me -- Pcushing 11:23, April 13, 2009 (PDT)
- Unable to Attend:
Agenda
Review, feedback of new Wikinvest redesign with data, news features for company pages. The link for the redesigned site will be distributed via email.
Call Notes
Paolo
As a first idea I think that the bulls and bears are not of great interest. I understand you want to find some interaction with users, but then it would be better may to integrate a system to manage comments (such as disqus?) and discussions.
Even if you have added news, bloggers should also have their space as they provide personal views that can be of value to readers.
In the data page it should be possible to download historical data, quotes and fundamental data.
The charts should be more interactive (indicators?).
Data: valuation. It would be nice to see the history of PEs and so on.
Hermann
Charts - the solution for the switch between quarterly data and long term data is excellent. Good work.
Data Central / Balance Sheet - I compared the displayed data for Oracle with the company's February 28th report. The item Current Assets is not ok. The displayed number is Current Assets minus Cash. I would display Cash first in sequence and rename Currents Assets into Other Current Assets. The item Other Assets includes Goodwill, Intangible Assets and other items from the fixed assets section of the 10-Q report. I would rename this in Other Fixed Assets.
Article Display - the contents table is now shown somewhere on the page. The author of an article can supress the display by using the NOTOC string (ref. Mediawiki - magic words). I am wondering whether this should/could be implemented for all company articles to avoid the display issue.
International Check - No metrics data are available for the German TecDAX company Phoenix Solar (PS4-FF) and for the DAX30 company Beiersdorf (BEI-FF). Data for SAP are reported in USD (USD values in SEC filings are for reference only - reporting currency is EUR).
Future Development 1 - Search function to find companies matching criteria like P/E ratio < 8 or P/B < 0.8
Future Development 2 - Establish a blank page for the user so that he is able to customize his own display (example iGoogle) or to setup comparison displays (example Gapminder, IMF Data Mapper).
Future Development 3 - On stock2own there is an analysis available whether stocks match certain (very strong) investment criteria. The site is lacking any detailed company info as it is available in Wikinvest. I see here some synergy potential. stock2own displays also (with some quality gaps) international metric data.
After the Meeting
Valuation Data - base of the calculation is unclear. I did some control calculations for ORCL. Are Earnings, Sales, Bookvalue, Assets, Bookvalue, EBITDA taken from the most recent annual report or from forwardlooking estimates? Is the value for Market Cap (display in the summary) used in the calculation?
Redirect P/S to Price to Sales to be added to get link to data definition.
Some performance issues experienced (Friday, 13:00 EST). I Hope that it is related to the test environment.
Chart Current Assets versus Current Liabilities on Balance Sheet Page - the chart could be extended by an additional right hand scale and a line display of the Current Ratio.
Chart Financial Leverage on Balance Sheet Page - the chart could be modified using the standard timeline direction and showing a line display / right hand scale for Debt/Equity.
Charts Income Statement - no chart display of per share data. I would like to see one with revenue, net profit, earnings per share, dividend per share (line display and right hand scale for per share data).
Metric Dividend - The per share dividend is not displayed anywhere. The total value is shown in the Cash Flow Statement only.
Muhammad
This looks really great! I love the way it empowers the users to display the specific info they want / I love the way it breaks out so many financial statistics. You guys did a great job. I'm proud I can be a part of it.
Muhammad
David
I think I may have struck this note before, but I have a hard time reconciling "investing simplified" with the actual site information. If anything, the sense of the site argues strongly against "simplification" as a descriptor of an enlightened investment process
Think about it... some alternatives, just to stretch your mind: "investing informed", "thoughtful investing" "Informed investing"... the entire argument of the site is, before you invest, here's a lot of thoughtful and detailed information to absorb
I'll follow up
-- David
Second email
As you accurately describe, Wikipedia is not about simplification. It is surely more about "No bullshit" (You should try that sometime on a pilot basis: Wikinvest. Investing. No bullshit!" I bet you get some interesting press, and maybe a much larger and hipper audience). It is also (as I think I once mentioned previously) about Clarity... cutting through the fog. It is about integrity
Just as a thought, I hope you constantly, perhaps randomly, change the pictures under "Be a Contributor!". Maybe partly about participation (but not solely), to encourage such
Patrick, one important observation. The graphic eye underlying your home page, has a crispness, but that is being undermined by the jumbled use of columns. One the same one page, you are using 5 columns, 3 columns, and one column. No, no, no! Pick one or another and stick with it with a consistency. I'm not attempting to consider the total picture of your web site (but I will give you further feedback as I go along), but I would suggest... perhaps 3 columns. Then I would strip away that shaded background part (which has more of a WORD or Word Perfect feel about it. Let the eye use the text boundaries to line things up. Look at some stuff I did years ago at richsob.com/introduction.html (using Illustrator), and richsob.com/readon.html, and richsob.com/opportunities.html, and richsob.com/risk.html. These are pretty strong graphics. Part of my rethinking that led to those graphical changes was to consider that the reader experience was, perhaps, at least in some part akin to reading a billboard, not just text in some electronic book
To be continued...
-- David
Tom
Hi Patrick,
I took a few minutes to look at the redesign. My first impressions are that it looks very good. I see the transition into Wikinvest as a research tool rather than a collection of user generated analytics. The charts remind me somewhat of Gradient Analytics, which I have been using on a pilot. Just a bit less customizable in the Wikinvest format. I suppose one of the concerns that I have with this is that there's only a small amount of new proprietary information for many of the stocks, though some of the aggregation is nice. B/S, I/S and SCF anyone can get from Google and Yahoo! - how does Wikinvest differentiate this? If the goal is for the site to become a full fledged research tool, is there screening functionality across your stock universe? A set of official "tools"? How about a portfolio optimizer or stock suggestor (give me a sector, size and risk/return profile and it will pump out suggestions)?
That's all I have for the moment... I have to look at the new site a bit more.
I can participate in a call in June... May is crazy for me.
Best, Tom
Brian
Hi Patrick,
The layout is dandy. Couldn't have made it better if I tried.
Here is my business idea for wikinvest: get marketriders.com to advertise on your ETF page.
This is your page: http://sake.wikinvest.com:82/special/FundsAndIndices?select=ETF
This guy runs the show: http://seekingalpha.com/author/mitch-tuchman
This is my tweet: "marketriders.com and their proven intermarket ETF strategy is the new profit maker for retail traders."
All my best, Brian
Nickolas
Hope all is well, I had some time to take a look at the changes specifically on Activision & News Corp and the pages look much more organized and ads are not as obtrusive as previously. I especially like the opportunity for members to provide newsfeeds to non-company pages as this will encourage participation. In regards to stock Bulls and Bears has there been any thought on tracking those which pick a bull or bear position and how accurate they are, similarly to The Motley Fool? This will certainly return members much more frequently than only updating Wiki content.
--Nickolas
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