As a value investor, you would like to buy a stock for less than it is worth. To be able to do this well, you first need to figure out what the stock is worth. This is the process of estimating the intrinsic value of stock. Estimating Intrinsic Value of Stock is an Art Learned […]
Buying Below the Line: Leveraging the Intrinsic Value of Stock for Profits Read More »
Small cap value stocks can be highly profitable investments. I have been investing in small cap value stocks for over 25 years and have guided 100s of other investors through my newsletters. Most financial writers call investing in small cap value stocks risky. It is not. The risk-reward equation in this asset class actually favors
Don’t Invest in Small Cap Value Stocks Until You Know These 10 Key Facts Read More »
Finding value stocks is hard, and it is getting harder now that so many more investors today are searching for them than ever before. Besides, time is always at a premium. Wouldn’t it be wonderful if there was a formula that would spit out profitable undervalued stocks with proven history of outperformance? Well, there is
Magic Formula Investing: A Proven Strategy for Finding Undervalued Stocks Read More »
You may have come across the 0DTE strategy if you have considered selling out of money covered calls to generate income in your portfolio. 0DTE strategy also involves trading options, but the options you use expire on the same day. This offers unique opportunities as the time value of the options decays rapidly, and the
Master the 0DTE Strategy: Unlock Daily Income and Take Control of Market Volatility! Read More »
The 2024 election is done and Donald Trump has been elected as the 47th President of the United States of America. He comes in with many ideas about his economic policies in his second term. Many of these policies will affect the way you and I should think about our investments in the long term.
I have a new stock candidate to add to my small cap value portfolio (which is part of the Premium membership at my newsletter on Substack). This poses a dilemma. My portfolio is allocated based on Kelly Fractions. This is the Kelly Criterion adjusted for a multi-asset portfolio. The allocation takes the correlations and covariances
You want to buy the best available value stocks in the market today. How do you go about finding them? What you need is a stock screener. This is a software or website that allows you to find stocks based on the criteria that you define. Most people know to look for value stocks using
8 of My Favorite Value Stock Screener Criteria Read More »
One of the very basic concepts of personal finance is to create an emergency fund. An emergency fund acts as a safety net in case something unexpected should happen: for example a job loss, or a medical emergency. We come across this concept of safety net in many walks of life. All forms of insurance,
Understanding Margin of Safety: From Benjamin Graham to Warren Buffett and Now Read More »
Benjamin Graham, the father of value investing, differentiated between a defensive investor and an enterprising investor. An enterprising investor takes a little bit more risk, can be considered a little “growthy”, in pursuit of higher returns. The value principles are still emphasized, you are not going to suddenly turn into a momentum trader. You are
Graham Enterprising Investor Criteria for Value Investors Read More »
Most investors approach long term investment portfolio allocation very casually. Typical processes involve investing whatever cash is available, investing an equal number of shares among all stocks in the portfolio, investing an equal number of dollars among all stocks in the portfolio, or setting some thresholds (I will invest $x to start and if the
Why Strategic Allocation Beats Stock Picking: The Hidden Science of Long-Term Gains Read More »
