> Return to the #102 Newsletter Are you looking for a specific type of security but can’t find it using standard screening tools? Consider exploring Capital IQ’s “Idea Generation” screens. Capital IQ offers pre-constructed screens designed to identify specific securities or indexes based on complex criteria not easily captured by simple screening. For instance, the SPAC (Special Purpose Acquisition Companies) “Idea Generation” screen filters for business descriptions, industry classifications, and company…
Resources Tip
Consumer Lifestyles
> Return to the #101 Newsletter Are you interested in understanding the state of the market and exploring future opportunities? Go to Passport, click on the “Consumers” tab in the horizontal navigation menu, and then select “Lifestyles”. In the “Explore Analysis” section, use the filters to define your search criteria, such as reports by industry, category, geography, or type. You will find in-depth analyses on megatrends, consumer values and behaviors, and…
Geographic Segments
> Return to the #100 Newsletter How can I get company financials by geographic segment? You can use various databases to access this information: – Capital IQ: Go to Capital IQ and search for the company name in the search menu at the top. Click on the appropiate company from the result list, and in the Financials/Valuation section of the left-hand menu, select “Segments”. To retrieve a graph, click on the icon…
Price Tracker
> Return to the #99 Newsletter Interested in tracking the impact of price inflation on Alcoholic Drinks categories and brands in 20 countries? Passport allows you to visualize, compare, and monitor price changes over time. To get started, go to “Passport” and click on the “Dashboards” section, then click on “Go”. Once you’re on “My Dashboard”, select “Pricing” from the “dashboard type” menu. From the available Price Tracker dashboards, select any…
Deal Sourcing
> Return to the #98 Newsletter Pitchbook allows you to quickly build a list of targeted companies that are a strong strategic fit for your investment preferences. Go to Pitchbook (click on Log in and then click on Login with SSO – use your IESE email). In the “Screeners” section click on “Companies & Deals” for valuation and multiples data, or click on “Investors & Funds” to find out who has…