Welcome to Stock Investor IQ!

Hi! I’m David, the founder of Stock Investor IQ. I am a passionate investor with over 25 years experience in finance. The stock market and the power of compounding wealth have always fascinated me.

Our Mission

At Stock Investor IQ, my mission is to empower investors worldwide. I aim to provide accessible, high-quality tools and resources that simplify the investment process. These tools help you make informed decisions to achieve your financial goals.

While balancing a full-time job and a young family, I struggled to navigate the vast landscape of global stocks. I often missed investment opportunities due to the lack of timely and comprehensive information at my fingertips. Moreover, existing online tools fell short of my expectations. They lacked the long-term financial metrics and fundamental analysis capabilities I needed. I wanted to replicate the approaches of legendary investors like Warren Buffett, Charlie Munger, Terry Smith, and Mohnish Pabrai. Additionally, these online tools usually require costly monthly subscriptions, which can be difficult to justify.

To overcome these challenges, I developed my own fundamental analysis tools. They focus on the financial metrics essential for long-term stock investing. These tools allow me to identify new business investment opportunities and monitor my portfolio efficiently. Developing these tools led to the creation of Stock Investor IQ. It is a comprehensive platform designed specifically for long-term investors. My goal is to provide you with powerful, easy-to-use tools. They help you make informed investment decisions while saving you time and money.

Discover the Stock Investor IQ Advantage

I believe every investor deserves access to high-quality, data-driven tools. These tools can help you uncover hidden gems and maximize your investment returns. That’s why I’ve developed a suite of innovative features that sets Stock Investor IQ apart:

• 100% Free Access: All tools are completely free to use, ensuring that everyone can benefit regardless of their budget.
• Long-Term Focus: Utilize 5 and 10-year historical metrics to identify businesses with proven track records and sustainable growth.
• Return on Capital Emphasis: Leverage Return on Invested Capital (ROIC) and Return on Capital Employed (ROCE)—key metrics for long-term investing success.
• Free Cash Flow Focus: Emphasize free cash flow metrics to make more accurate assessments of a company’s financial health. Free cash flow is less subject to accounting adjustments compared to earnings.
• Global Coverage: Access data from numerous worldwide exchanges to discover investment opportunities on a global scale.
• Time-Saving Features: Benefit from pre-set screeners based on Super Investor criteria. Enjoy automated data loading and intuitive dashboards designed to save you time.
• Flexible Data Export: With the All-in-One Excel Screener, filter and customize your stock screening criteria with ease. After refining your search, you may quickly copy the metrics and paste them into another spreadsheet for further analysis. This makes your research process even more efficient.

Experience the Power of Stock Investor IQ

I use Stock Investor IQ every day to screen stocks, review metrics, and assess intrinsic value. These tools have become an indispensable part of my investing process. They help me identify promising businesses and build a portfolio that aligns with my long-term goals. You can view my portfolio on this website. Since inception in June 2022, my portfolio has returned 38.1% per annum (as of November 2024). This compares to the MSCI All Country World Index return of 19.1% per annum.

These tools have made a real difference in my investing journey. For example, I purchased Meta, Amazon, and Alphabet in late 2022 after the stock screener helped me identify these opportunities. Additional analysis using the other tools confirmed my belief in their potential.

Join Our Community of Smart Investors

At Stock Investor IQ, I am dedicated to building a community of like-minded investors. Together, we strive to learn, grow, and succeed. On this website, you have access to:

• Powerful Stock Screeners: Find undervalued gems with ease.
• Comprehensive Stock Analysis Dashboard: Perform quick, visual analysis.
• Intuitive Intrinsic Value Calculator: Estimate a stock’s true worth.
• Insightful Reverse DCF Calculator: Uncover market expectations.
• Strategic Financial Freedom Calculator: Plan and achieve your long-term financial goals.
• Supportive Community: Connect with investors eager to share their knowledge and insights.

Try these tools now and experience the Stock Investor IQ difference for yourself!

Learn and Grow with Our Educational Resources

In addition to our tools, we offer a wealth of educational resources to help you deepen your understanding of investing. Explore our articles on value investing, stock analysis techniques, and the strategies used by successful investors. Our goal is to support your learning journey and help you become a more confident investor.

Happy investing!

David
Founder, Stock Investor IQ

P.S. The data is provided by Financial Modeling Prep and is updated on this website every three hours. While we strive for accuracy, the data cannot be guaranteed. Always conduct your own due diligence before making investment decisions.