Shailesh Kumar, MBA

factor based investing

Factor Based Investing: The Secret Weapon of Sophisticated Portfolios

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You already know that alpha doesn’t come from following the herd. But while most investors chase the latest trend, the real edge is hiding in plain sight—inside academic research, portfolio construction, and consistent factor exposures. Factor-based investing isn’t just smart—it’s scientific. And when executed correctly, it becomes your compounding engine: systematic, repeatable, and scalable. In […]

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key financial ratios

The 7 Key Financial Ratios That Actually Matter for Long-Term Value Investing (and 1 that Doesn’t)

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You’ve seen the lists. “21 Ratios Every Investor Must Know.” “15 Metrics That Predict Market Outperformance.” Most of these lists are bloated with academic fluff or Wall Street distractions that won’t move the needle for long-term value investors like you. What you need is precision. You need the seven key financial ratios that actually matter—ratios

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buffettology stocks

54 Best Stocks to Buy Now Inspired by Buffettology (Large Cap, Mar 2025)

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Wonderful companies at fair prices has been Buffett’s mantra and this screen gives you that. These are large cap stocks that are selling at great price. They may not be undervalued in the classical sense, but these are quality companies with pedigree, and one can reasonably expect them to continue to grow and do well

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deep value investing

Why Deep Value Investing Still Works in a Market Obsessed with Growth

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Growth investing is all the rage today. I follow a lot of investment sub-reddits and the consensus seems to be to just buy QQQ or SPY and sit on it. SPY if you want steady growth, QQQ if you want accelerated growth. A frequent advice on these forums is that you should look at the

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reit investing

REITs Done Right: How to Build Reliable Monthly Income from Real Estate Without Owning Property

Leave a Comment / Real Estate Investment Trusts / /

I don’t know about you, but I have spend countless hours agonizing over whether real estate is a better investment than stocks. With REITs, you can invest in both in the same brokerage account. REIT investing promises the dream: steady cash flow, diversification, and real estate exposure—without the late-night tenant calls or clogged toilets. But

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circle of competence

Buffett’s Circle of Competence: How to Draw Yours Without Lying to Yourself

Leave a Comment / Value Investing / /

In investing, it is easy to get carried away. I remember investing heavily in the internet stocks in the early 2000s without knowing much about what they do. I was in the IT industry so I assumed I knew technology. I had bitten off more than I could chew. Most investors think they understand their

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buffettology and kelly criterion

Buffettology and the Kelly Criterion: The Hidden Formula That Supercharges Compounding

Leave a Comment / Value Investing / /

Warren Buffett is famous for his quotes, his calm temperament, and his legendary long-term holdings. But what separates him from almost every other investor isn’t just what he buys—it’s how much he buys. Behind the scenes, Buffett’s approach to capital allocation mirrors a little-known mathematical formula used by gamblers and quantitative traders: the Kelly Criterion.

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best large cap stocks

13 Best Large Cap Stocks with Cheap Multiples – March 2025

Leave a Comment / Stock Screen of the Day / /

One of the first things you look for as a value investor are the key price multiples. For example, we know that Price/Earnings ratio, Price/Book ratio and Price/Sales ratio all indicate some level of price appropriateness. If the ratios are too high compared to the normal or the peers, the stock may be over valued.

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business development companies

The Income Engine You’re Probably Ignoring: Why Business Development Companies Deserve a Spot in Your Portfolio

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As an income investor, you have very few choices to find safe, consistent income in today’s market. Treasury yields barely cover inflation. Dividend aristocrats are overpriced. And bond funds? They bleed when rates rise. But there’s a corner of the market quietly throwing off 8%–12% annual yields—backed by real businesses. If you’ve never looked into

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financial ratio analysis

How to Read a Balance Sheet Like a Liquidator: Financial Ratio Analysis for Distressed Stock Opportunities

Leave a Comment / Deep Value Investing, Financial Ratios & Metrics / /

Why Liquidators Make the Best Value Investors? Most investors try to predict growth. Liquidators look at what’s already there — and ask one simple question: If this business shut down today, how much money could we get back?This lens flips the script. It’s not about blue-sky projections, but hard asset values and what creditors would

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