Shailesh Kumar, MBA

AIC Inner Circle Portfolio Performance

My Investment Thesis Briefs are Now on Yahoo Finance Pages + Portfolio Performance Update

A number of my investment thesis briefs now appear on the ticker pages of Yahoo Finance. You can see 2 examples below: Scroll down to the Featured Community Analysis section. These will be available as long as my thesis remains relevant. Over time you will see these show up on more stock tickers where I […]

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pepsi stock analysis

[Inner Circle] 🏰 PEP — PepsiCo, Inc. A 53-Year Dividend Growth Streak, Attractively Priced

🟦 Introduction Pepsi just reported better than expected earnings and saw its stock pop 6% on the news. It now also forecasts smaller annual earnings decline than previously forecasted. This comes after a period of declining sales and earnings in response to the launch of GLP-1 as well as the impact of the new focus

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[Inner Circle] 🏰 PEP — PepsiCo, Inc. A 53-Year Dividend Growth Streak, Attractively Priced Read More »

inner circle portfolio update

AIC Portfolios – Outperforming the Market in First Half

The first half of the year is done and dusted. The markets have been all over the place, but all our portfolios have performed extremely well. We have not only beat the S&P 500 in 3 out of 4 portfolios (and were in line with the market in the 4th portfolio), but our flagship Small

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Next Berkshire Hathaway

[Inner Circle] The Next Berkshire Hathaway, Part 3, Final

We continue with our review of the company I consider the next Berkshire Hathaway. In this 3rd and final post, I look at the component businesses and arrive at a sum of the parts valuation for the company. As a result, I find that the stock today is selling at 39% discount to the fair

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debt to equity vs interest coverage

Debt to Equity Ratio vs. Interest Coverage Ratio: Which One Deserves Your Trust?

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

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roundhill funds weekly pay ETFs

Getting Paid Every Day of the Week with Roundhill Funds

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

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cash flow forecasting

The Hidden Edge of Cash Flow Forecasting for Value Investors

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

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graham enterprising investor Stocks to Invest in Right Now

17 Large Cap Stocks to Invest in Right Now for Graham Enterprising Investors – Jun 2025

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

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best investment strategy

Why Small Cap Value Is the Best Investment Strategy (Even If Wall Street Keeps Ignoring It)

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

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rebalance investment portfolio

When Rebalancing Makes You Richer: The Rebalancing Bonus Explained

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

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