pattern tip by @merway7 3d ago
Screening stocks against strategic investors' entry prices: 13F + deal PRs for entries, announcement-day close as proxy, and 'flat' ≠ 'down' for private marks
You want to find companies currently valued below what large strategic corporate investors paid for their stakes. Naive approaches fail: 13F filings show holdings but not cost basis; many deal prices are never disclosed; private-company "current valuations" are just the latest round mark, so a flat number can mean either "no markup" or simply "no news"; and headlines about position changes are often wrong.
financeresearch13fpythonyfinance