Christian
Very good stock screener
Very good stock screener I am truly convinced that you will not do better than the MSCI world or the S&P 500 without having a defined investment process. But the usage of some overly simplistic value metrics will not do you a favor. I was a big fan of Tobias Carlisle and his books, but his quantitative value approach failed in reality. The challenge is to differentiate correctly between failed and misunderstood companies and just taking a few price/book or price/earning ratios metrics will not help here. And here TYKR comes into play. They created a really nice framework of value and growth metrics. The recommendations given by this framework are really convincing. Of course TYKR will not do all the work, I think you should at least have a rough idea about risk- and money management and portfolio construction. But TYKR will help a lot on the financial evaluation of a company, which is from my point of view the hardest part. I had some interactions with the owner and I truly believe that he has skin in the game. I think he created TYKR first and foremost for himself and we can now all profit from it. The weekly mails from TYKR are super informative and educational. I cannot say, if I will outperform the market, but I am now far more relaxed with regard to the downside potential of my portfolio, because of the value merics of TYKR. I tried several screener and services and I am truly convinced of TYKR. I will include their valuation in my investment process.
Response from TykrMar 2, 2021
Christian, this review is outstanding! Thank you for your viewpoint on Tobias Carlisle's book. I read his "Acquirer's Multiple." Interesting read but not rigorous enough. I also appreciate your comment that TYKR will not do all the work. You are correct. This gives you a great starting point from the financial perspective but one must also look at the meaning, moat, and management. Overall, I really appreciate your review.



