When I look at a balance sheet, I am always interested in a business’ ability to pay its obligations. All companies will go through rough patches over their lifetimes. In as much as we want the business to grow and prosper, and the company to invest in its growth, if the balance sheet is not […]
Debt to Equity Ratio vs. Interest Coverage Ratio: Which One Deserves Your Trust? Read More »
I am a fan of Roundhill Funds and we have 3 of their funds in our income factory portfolio, Rapid Wealth Compounder (more details in the Inner Circle). It is nice to get a substantial income every week like a clockwork. Given that all of these funds are option enhanced and the distribution amount depends
Getting Paid Every Day of the Week with Roundhill Funds Read More »
Value investing is much simpler with asset plays where you are not interested in the operating business, you just evaluate the balance sheet. For most other investments, you will need to consider earnings, quality of earnings and earnings growth. You already know the power of margin of safety, intrinsic value, and contrarian patience. But what
The Hidden Edge of Cash Flow Forecasting for Value Investors Read More »
Risk averse investors buy classic defensive value plays, but if you are an enterprising investor willing to take a little more risk, Benjamin Graham suggested adding a little bit of growth in the mix when searching for candidates. The Graham Enterprising Investor screens for underpriced stocks with a history of earnings growth. Additional filters include
17 Large Cap Stocks to Invest in Right Now for Graham Enterprising Investors – Jun 2025 Read More »
You’ve heard the arguments for growth stocks, index funds, crypto, and real estate. But what if the strategy with the strongest long-term performance has been hiding in the shadows, ignored by Wall Street, misunderstood by most investors, and dismissed because it lacks sex appeal? This isn’t a theory. It’s a fact supported by nearly a
You’re told to rebalance your portfolio to manage risk. Keep that 60/40 allocation. Sleep better at night. But that’s just the surface. What most investors miss is that rebalancing doesn’t just reduce risk. Done right, it can increase returns. Yes, rebalancing your investment portfolio can actually make you richer. The secret lies in something few
When Rebalancing Makes You Richer: The Rebalancing Bonus Explained Read More »
Previously I introduced the company I am positing as the next Berkshire Hathaway. This is a call I do not make lightly, and therefore, the research is deeper and more extensive. After all, we are looking at something we might hold for decades. If you have not read the Part 1, you can do so
[Inner Circle] The Next Berkshire Hathaway – Part 2, The Financials Read More »
Piotroski F-Score is a composite metric that measures the financial strength of a company. Research shows that a high Piotroski F-Score of 8 or 9, coupled with cheap valuation, can return on average of 7.5% above the market. This is one way to find value without it being a value trap. For this particular screen,
9 Great Small Cap Stocks with the Highest Piotroski F-Score of 9 – June 2025 Read More »
It was a great pleasure to be a guest on The Contrarian Capitalist podcast. It was a great discussion and we covered a wide array of topics including my stock selection process, risk management, investment philosophy and more. If you are interested in understanding how a professional value investor goes about the business of makin
Check Out My Podcast Appearance on The Contrarian Capitalist Show Read More »
There is this saying about value investors: we do not swing at every pitch, we wait for the right one. The question is, how do you know this is the right pitch? The AI boom has put data center REITs squarely in the spotlight. There are forecasts of massive capital spending from the big-tech. On
Are Data Center REITs the Next Big Thing? Or Just the Next Big Trap? Read More »
