Website and computer program for transfer of return on investment on a real time basis for OiBiTDA

• US 8,626,633 B1
• Filed: 04/19/2012
• Issued: 01/07/2014
• Est. Priority Date: 10/06/2008
• Status: Active Grant

• Current Assignee: Martin D'Amico
• Original Assignee: Martin D'Amico
• Inventors: D'Amico, Martin
• Primary Examiner(s): Akintola, Olabode
• Assistant Examiner(s): Vyas, Abhishek
• Application Number:
  US13/451,165
• Time in Patent Office: 628 Days
• Field of Search: 705 35- 37
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

Methods and systems for calculating performance of equity investments, such as public stocks, portfolios, mutual funds, hedge funds of publicly traded companies. Performance is calculated with a computer by calculating OiBiTDA (operating income before interest, tax, depreciation and amortization) of each equity investment which takes into account variables that include sales data per week, number of salary people and number of hours of hourly people. The calculated performance data can be disseminated through a subscribed based website and other digital online media, and the like. The return on investment (ROI) for the entire public company as well as for each operating facility of the public company can be determined.

Claims

1. A method for calculating performance of stock investments between publicly traded companies, with a computer, comprising the

steps of:

calculating Oibit dollars of each of a first publicly traded company and a second publicly traded company by a computer, by combining all quarterly earnings per common share dollars applicable to common shares, with quarterly income tax expenses, with quarterly interest expenses, with quarterly depreciation and amortization expenses of each company respectively;

wherein the Oibit dollars are the operating income before interest and tax dollars;

calculating an OiBit quarterly dollar benchmark for the first publicly traded company, by the computer, by dividing the Oibit dollars of the first publicly traded company by total employee hours of the first publicly traded company in a quarter;

calculating an OiBit quarterly dollar benchmark for the second publicly traded company, by the computer, by dividing the Oibit dollars of the second publicly traded company by total employee hours of the second publicly traded company in a quarter;

comparing the benchmark of the first publicly traded company to the benchmark of the second publicly traded company to determine performance between the first publicly traded company and the second publicly traded company;

calculating with the computer an ROI (return on investment) percentage in cash profits of the first publicly traded company by dividing the Oibit Dollars by a denominator, the denominator being all outstanding shares in the first publicly traded company multiplied by value of the first equity, divided by four; and

calculating with the computer an ROI (return on investment) percentage in cash profits of the second publicly traded company by dividing the Oibit Dollars by a denominator, the denominator being all outstanding shares in the second publicly traded company multiplied by daily trading value of the second equity, divided by four;

determining a change in performance of the first and the second publicly traded company based on the calculated Oibit quarterly dollar benchmark of each publicly traded company;

determining a change in performance of the first and the second publicly traded company based on the calculated ROI of each publicly traded company;

displaying the benchmarks and the ROIs; and

acquiring or divesting additional stock of the first company or the second publicly traded company depending upon which of the Oibit quarterly dollar benchmarks of the first publicly traded company or the second publicly traded company has changed.

2. The method of claim 1, further comprising the steps off displaying the numerical benchmarks and the ROIs on a website.

7. The method of claim 1, further comprising the step of:

displaying the OiBit values and the ROIs of each publicly traded equity investment, along with the overall investor transparency value (OIV) on at least one of a grid and a website.

3. A method for calculating performance of publicly traded stock equity investments with a computer, comprising the steps of:

calculating an individual ROI (return on investments) percentage for each operating facility of a first publicly traded stock investment of a first public company, by a computer by;

determining total employee hours of all employees of the first public company in a most recent quarter and determining total employees in each operating facility of the first public company that produce paid hours in each operating facility of the first public company;

a) calculating, by the computer, Oibit dollars by combining all cash into the first public company with all cash out of the first public company, wherein the Obit dollars includes quarterly earnings per common share dollars applicable to common shares, with quarterly income tax expenses, with quarterly interest expenses and quarterly depreciation and amortization expenses of the first public company;

b) calculating a quarter value of the first public company by multiplying outstanding shares in the first public company by a daily trading value of the first stock investment, divided by 4;

c) calculating the (ROI) in cash profits of the first public company by dividing the OiBit dollars by quarter value of the first public company, by the computer;

d) calculating an individual investor transparency benchmark (Bx) for the first stock investment, by combining dollar values of common shares with income tax expenses with interest expenses with depreciation expenses by the computer;

e) calculating an overall investor transparency value (OIV) of the first stock investment of the first company by combining all the individual return on investments (ROIs) with all the individual benchmarks of each operating facility;

repeating steps a)-e) for a second publicly traded stock investment of a second public company;

comparing the OIV of the first company to the OIV of the second company; and

displaying OiBit values and ROIs of each publicly traded equity investment, along with the overall investor transparency value (OIV).

4. The method of claim 3, wherein the first stock equity investment and the second stock equity investment are directly compared with one another includes:

public stocks.

5. The method of claim 3, wherein the operating facilities is selected from the group consisting of:

factories, sales offices, warehouses, and research centers, segments, divisions, groups, and product lines, branches, departments, retail outlets, cost centers, warehouses, research centers, expense classifications, and payroll classifications.

6. The method of claim 5, further comprising the step of:

displaying the OiBit values and the ROIs of each publicly traded equity investment, along with the overall investor transparency value (OIV) on at least one of a grid and a website.