A few people have asked for more data to support the numbers I've been publishing in my CSL and RMD posts. Others have suggested the work is AI generated. I can confirm that everything is 100% HI generated, powered by the drive to beat inflation that is slowly eating away at my day job salary.
To make the research more transparent, I've been building this website to share the data behind my analysis. Over time, I've also developed a number of investing tools, scoring systems, and research frameworks that I think are worth putting out there for discussion and feedback.
Most of the CSL and RMD data available on the site comes directly from my mega research spreadsheet. I've simply imported the data and presented it graphically to make it easier to read and interpret. The analysis is organised into seven tabs, which mirror the structure of my spreadsheet and the order in which I conduct my research.
Each tab serves a specific purpose. I start by testing the financial quality of the business and validating the numbers. Once those checks pass, I move into assessing the company's future potential. That's where things become more difficult. At that stage, the process becomes less about mathematics and more about understanding the quality of the business, its competitive advantages, its future prospects, and ultimately whether the company is likely to make money and whether that translates into making money for shareholders.
I've also included a number of screening tools that help me identify potential investment candidates. The goal is to spend my time researching businesses that are worth investigating and avoid wasting hundreds of hours on companies that don't meet my initial criteria. As you can probably tell from the amount of data presented, the research process is fairly extensive, so filtering opportunities efficiently is essential.
The stock universes currently available in the tools are limited because this is very much a one man DIY project. I'm an engineer but definitely not a software engineer. Some of the tools take a little time to run, so please be patient. There are definitely gaps and lots of rough edges.
As a small victory, I managed to build a "Tell Us What You Think" button at the top of the website. It took me an entire public holiday to get it working so feel free to test it and let me know if it actually sends a message.
A quick warning about OCL: the analysis isn't finished yet. Unfortunately, once I uploaded the data, the script read everything, it became hard coded, and I honestly have not been able to remove it. I wanted this to work that way for complete transparency but I've ended up becoming a victim of my own invention. I can refresh the data and update the timestamp, but I currently can't remove any of the stocks that are already there. So OCL stays until I finish my research and publish the entire thing, so cover your eyes and don't look at OCL.
One final note: the spreadsheet used to upload the analysis data refreshes whenever I open it, but the website only updates when I upload a new version. Because of that, you'll see a timestamp in the top right corner showing when the analysis was last updated. Please keep that in mind when reviewing the data. The analysis section is static between uploads, while the screening and research tools use live data. The stocks in the website are the research for the last 3 months.
Hopefully you find it useful. Feedback, criticism, suggestions, and challenges to my assumptions are all welcome. After all, the whole point is to improve the process. Keep in mind that this I’m not a financial advisor nor do I pretend to be one. This is just the work of one random guy trying to beat inflation.
[CSL.AX Research](https://stocksdeepdive.com/research?ticker=CSL.AX§ion=Fundamentals)
[RMD.AX Research](https://stocksdeepdive.com/research?ticker=RMD.AX§ion=Fundamentals)