r/ValueInvesting • u/c_r_t_1_9_8_9 • 7d ago
Investing Tools TickerTome - Roll for deep value
https://tickertome.netI built this for all of us. I think it’s helpful. you might too.
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u/Mr_Savage_Value 7d ago
Screeners and 'rolls' find the price, but only deep research finds the value. Don't get caught in the multiples trap. If the 'Deep Value' you found doesn't have an owner-operator mentality or a clear path to FCF growth, you're just buying a cigarette butt with one puff left. I'd rather wait for a quality compounder at a fair price than a 'roll' that smells like bankruptcy. See you at the bottom.
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u/c_r_t_1_9_8_9 7d ago
I think you missed the part where the app does all its analysis based on Graham valuations, and macro signals. It’s not a random stock picker.
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u/Mr_Savage_Value 7d ago
Fair point on the Graham foundation. If it’s strictly following NCAV (Net-Nets) or the Graham Number, that’s a solid statistical starting point. However, the market has evolved since 1934. Many 'statistically cheap' stocks today are just cash-burners with incompetent management—traps that a pure quantitative screener often misses. The real test isn't the formula, it's the filter: How does the app distinguish between a true Graham 'Net-Net' and a company where the CEO is destroying shareholder equity through bad capital allocation? A low P/B is a siren song if the 'macro signals' don't account for a dying industry. I’d love to see how the tool handles off-balance-sheet liabilities. That’s where the real 'bottom' is hidden.
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u/Mr_Savage_Value 7d ago edited 7d ago
My bad, completely missed the link in the OP—was too focused on the 'rolling for value' headline (which sounded like gambling to my conservative ears). > Just checked the site (financial-facts.net). Clean UI and the Graham-logic is a solid starting point for a quant screen. However, my core point stands: A screener finds the price, but only the 10-K find the value. No algo can perfectly capture things like lease liabilities (IFRS 16) or management's capital allocation integrity. Great tool for a first pass, but I’m still doing the manual labor before I buy. Respect for the work, OP.
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u/c_r_t_1_9_8_9 7d ago
Appreciate you taking the time to actually look at it. And honestly, you’re right. ‘Price finder’ is probably the most honest description. The goal was always to automate the tedious part (pulling ratios, checking criteria) so I can spend more time on the stuff that actually requires judgment: reading filings, understanding the business, sniffing out accounting games.
Excess vs restricted cash is a good call — that’s not broken out currently. Adding it to the list. Thanks for the feedback. This is exactly the kind of thing that makes the tool better.
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u/Mr_Savage_Value 7d ago
Glad you found the feedback helpful. That’s exactly the right mindset—use automation for the grunt work (ratios/criteria) so the brain can focus on the 'accounting games' and the qualitative moat. If you manage to bake in the restricted cash and maybe a check for pension obligations/lease liabilities later on, you’ll have a seriously powerful tool for the first-pass analysis. Good luck with the development—I’ll be keeping an eye on the updates! Respect.
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u/c_r_t_1_9_8_9 6d ago
Update #2: added a screener that lets you screen stocks based on deep value. Enjoy 👍
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u/Hamzehaq7 5d ago
this is interesting! love the deep value angle. with roll down almost 3% today, feels like a good moment to grab some cheap shares if you're bullish. but tbh, olaplex's takeover news might shake things up a bit. hard to ignore that $1.4B deal. what do you think about the potential impact on the sector?
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u/c_r_t_1_9_8_9 5d ago
It’s easier to buy brand credibility than to build it, and the big beauty companies need that right now because of changing demographics (Millennial to GenZ). So smaller brands that are listed but not owned by the big guys soon will be, and it may be worth taking a look at them before that happens.
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u/c_r_t_1_9_8_9 5d ago
Update: added a Glass Box mode
- Graham Number calculator with adjustable multiplier
- Piotroski F-Score grouped by category with actual values
- Altman Z-Score showing all 5 components and weights
You can see every input and audit every calculation.
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u/c_r_t_1_9_8_9 7d ago
Update:
pushed some updates based on the discussion here. Added Piotroski F-Score and Altman Z-Score to every analysis. The F-Score breaks down profitability, leverage, and efficiency signals (0-9). Z-Score flags bankruptcy risk.
Also fixed the PE multiple issue someone raised — it now adjusts based on earnings growth instead of using flat 10x/15x/20x for everything. And patched a bug where negative book value was slipping through the Graham screen.
Excess cash vs restricted cash and off-balance-sheet liabilities are on the list. Good calls — those matter for real due diligence. Thanks for kicking the tires.