I created the ROIQ model for myself to assist me in properly analyzing and valuing any company on a comparable basis—meaning adjusting all those non-sense accounting consistencies (such as treating capital expenses as operating expenses, or vice versa) that blur a company’s true value-creating potential and make two companies impossible to compare. Without having to do the full calculations (like capitalizing R&D or adding back goodwill impairment to invested capital) every time I set to analyze and value a company, I wanted the ROIQ model to do all this for me. Then I wanted the model to take those adjusted financials and automatically build different valuation models for me (using my own assumptions).
When I was done I sent it to friends and fellow analysts. Then they forwarded it and then the forwardees forwarded it. Suddenly, I received requests for it from people I didn’t know. Apparently, this product was sought after. And that’s why I now sell it here.
Using the company’s accounting financials, the ROIQ model helps make the necessary adjustments which automatically translates into fully adjusted and reformulated statements, and then uses those adjustments to allow you to value the company with clarity using different, already built-in valuation models. There are, of course, many details to that which I could write an entire sales letter about. But I will rather want you see if the ROIQ model is something for you by getting a protected sample of Intuitive Surgical below.
First, the ROIQ model isn’t built for financial services companies. Secondly, the ROIQ model is no free lunch. The model requires you, as an analyst, to roll up your sleeves and do the actual work yourself. It doesn’t automatically pull financials from a data source by the click of a button. In fact, to get the most out of your work, you want to build the model by manually entering the data from the company’s 10-K or annual report.
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