I am a small cap value investor, first and foremost. I know this space and I am very very good. When I buy a stock, I typically make money. This is a result of the deep research that goes behind the stock, and of course hours and hours of contemplation, going through scenarios and possibilities. […]
Introduction to Astute Investor’s Calculus Portfolios Read More »
The market may be irrational, but your portfolio doesn’t have to be. Most investors are just hoping for the best in every market cycle. You, on the other hand, can engineer a portfolio that adapts, hedges, and outperforms. This article shows you how to build a dynamic, globally diversified factor-based portfolio, using real ETFs like
How to Build a Factor Based Portfolio That Outperforms in Every Market Cycle Read More »
Gold isn’t just glitter anymore, it’s becoming strategy. Central banks are still battling the aftershocks of inflation, geopolitical tensions are mounting, and trust in fiat currencies continues to weaken, gold today has returned as a reliable portfolio anchor. Prices are rising, institutions are buying, and retail investors are finally catching on. But should you buy
Why Smart Investors Are Rushing to Invest in Gold ETFs? How You Can Do It Right? Read More »
You’ve probably heard that value investing is a waiting game. But every once in a while, something shifts. A spark ignites. And a stock that’s been sitting under its intrinsic value for months or years suddenly takes off. If you’ve ever owned a net-net stock trading for less than cash and wondered what would finally
What Makes a Deep Value Stock Go Up? 4 Catalysts Every Investor Should Watch Read More »
In value investing, we spend a great deal of time looking at valuations, moats, and financial statements to uncover opportunities the market has missed. But while many investors focus on P/E ratios or book value discounts, there’s another class of indicators that often go underappreciated: signals that expose the true operating health of a business.
Accounts Receivable Turnover: The Hidden Metric That Separates Quality from Value Traps Read More »
Most investors think the Kelly Criterion belongs on the blackjack table or in some Ivy League quant’s toolkit. They assume it’s a mathematical toy, not something a grounded, long-term value investor should take seriously. That’s a mistake. Because when used correctly, Kelly sizing can sharpen your capital allocation like a scalpel. In my own small-cap
The Kelly Criterion Isn’t Just for Gamblers. It’s for Serious Value Investors Read More »
Looking for dividend stocks with serious growth credentials? This screen might be your new favorite tool. We’ve filtered the universe of small-cap stocks to find the rare breed that offers not just income, but rising income. Each of the 12 companies on this list pays a dividend yielding between 1.5% and 3.75%. Respectable, but not
12 Top Dividend Growth Stocks for Small-Cap Investors Who Want Compounding and Upside Read More »
Why GARP Deserves a Spot in Your Portfolio Every seasoned investor eventually faces the dilemma: should you chase growth or hunt for value? The truth is, you don’t have to choose. The “growth at reasonable price” strategy, or GARP, blends the best of both. In a market where traditional value has struggled and pure growth
Growth at Reasonable Price: The Value Investor’s Secret to Outsized Returns Read More »
As a long term investor, you know that that some numbers are more important than others to find out which company deserves your investment dollars. Profitability Ratios tell you whether the business is running efficiently and creating value for the shareholders, or is eroding value over time investing in bad projects one after another. Earnings
The Profitability Ratios Every Serious Investor Should Master Read More »
Magic happens when discipline meets opportunity. And in the world of small-cap investing, few strategies have been as consistently intriguing, and polarizing, as Joel Greenblatt’s Magic Formula. By ranking stocks based on a combination of high return on capital and low valuation, the formula filters out the hype and shines a light on companies quietly
Top 10 Small Cap Magic Formula Stocks to Watch in May 2025 (High Returns, Low Prices) Read More »
