Executive Summary:
Kulakom LLC is a private investment firm formed in 2013. It
has two members, and together they decide how to invest the LLC funds. This LLC
was set up as an investment vehicle, but is not the sole business of either of
its members. Consequently, neither member has a lot of time to spend analyzing
and evaluating stocks in which to invest. The members want to actively invest
in individual stocks (as opposed to investing in managed funds). So far, they
have relied on intuition and gut feelings. They have made a profit so far, but
only a meager one. They are looking to make smarter stock picks for their
investments. In summary, Kulakom is facing a business problem of not having a
good way to analyze and evaluate stocks. This leads to suboptimal investment
decisions as most decisions are made off of gut feelings currently.
I have created a tool to help Kulakom evaluate stocks.
Stocks are evaluated using eight tests based on Benjamin Graham’s stock
investing rules. The user enters a stock ticker symbol, and the program retrieves
the relevant financial information from the internet, performs tests, scores
the stock, and makes an investment recommendation. The user can also compare
the stocks with an automated chart tool. The tool facilitates more informed
decision-making for Kulakom as it makes its stock investing decisions.
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