About
Palmy Investing
Let's get it straight - Why Palmy?
Because of our unbeatable cost performance and exclusive datasets for retail investors.
The competitive edge starts where the industry standard ends. Solutions such as our tools for Sales segments, Supply, Risk factors, M&A, MD&A etc. are offered at minimal costs.
This embodies our spirit: bringing unknown datasets, tools and power to retail investors to support rational and, profitable decisions. While also ensuring to build and continuously improving well known solutions such as a SEC filing reader.
However we also strictly believe in a world, where financial data should be open, transparent and easy to find. Therefore the free plan covers many areas of the platform, completely without subscription.
Our members are our shareholders
We build for our current and future members.
Every suggestion, every critique, and every error report counts and helps to realize the dream of becoming a reputed top-tier research platform.
What does Palmy Investing mean?
The 'palmy' times refer to prosperous, successful and glorious periods for investors. We describe the state of investing as the growth of wealth in our name, image and intellectual property.
Start Your Due Diligence
Testimonials
You stand out with your exclusive datasets and advanced stock screener, offering investors unique insights to uncover hidden opportunities in the market.
Palmy Investing really shines with its in-depth stock analysis, especially with the institutional-grade datasets/tools such as M&A tracker. It gives you insights that you won’t find just anywhere.
Some Roadmap Items
2024/25
Podcast Series
Considering to launch a weekly or semi-weekly podcast series that delves into niche topics and broader subjects, such as market summaries and discussions of upcoming events.
2025
Members Forecasts
Members take on the role of analysts. They submit their earnings estimates, receive the consensus from other members, and are expected to provide transparent reasoning for their predictions
- User Interface:
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- Faster
- More Intuitive
- Increase Design Quality
- Stock Analysis:
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- More Datasets Outside US
- Authorship Program
- Stock Screener:
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- Creation Without Sign Up
- More Operators (i.e OR)
- Alerts
- ...
Blog Articles
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2024
The Portfolio Manager & Guideline
How to set up custom computation benchmarks for your monthly α, β, γ.
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2024
Stock comparison tool in a nutshell
Bored of analyzing stocks one after another? When and how to use the stock comparison tool?
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2024
How the fundamental analysis (fa) algorithm works
The naive algorithm, naive due to it's nature of not knowing the context is applied over all stocks that have quarterly financials in place ...
Stock Theses
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2024
Waste Management (WM) - SWOT & Tearsheet
Waste Management, Inc. is the leading provider of comprehensive waste and environmental services in North America ...
