Shailesh Kumar, MBA

graham enterprising investor Stocks to Invest in Right Now

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

Leave a Comment / Stock Screen of the Day / /

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)

Leave a Comment / Value Investing / /

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

Leave a Comment / Portfolio Management / /

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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Next Berkshire Hathaway

[Inner Circle] The Next Berkshire Hathaway – Part 2, The Financials

Research / /

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

To access this post, you must purchase Inner Circle Membership – 1 Year Access.

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Great Small Cap Stocks with the Highest Piotroski F-Score

9 Great Small Cap Stocks with the Highest Piotroski F-Score of 9 – June 2025

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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,

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Contrarian Capitalist Podcast

Check Out My Podcast Appearance on The Contrarian Capitalist Show

Leave a Comment / Value Investing / /

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

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data center reits

Are Data Center REITs the Next Big Thing? Or Just the Next Big Trap?

Leave a Comment / Real Estate Investment Trusts / /

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

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next berkshire hathaway

[Inner Circle] The Next Berkshire Hathaway – Part 1

Research / /

It takes a special kind of company to be crowned the Next Berkshire Hathaway, and I believe I have found one. Warren Buffett invested in this company and sat on its Board for 37 years. Tom Gayner from Markel is a current Director. The management of the company is disciplined and plays for the long

To access this post, you must purchase Inner Circle Membership – 1 Year Access.

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portfolio resilience

How to Build Portfolio Resilience When Macro Shocks Destroy Valuations

Leave a Comment / Managing Risk / /

Intrinsic value is not enough in a world of macro uncertainty You can do everything right as a value investor. Buy below intrinsic value. Demand a margin of safety. Stick to your thesis. And still, your portfolio can suffer when inflation spikes, interest rates lurch, or trade wars disrupt entire sectors. The truth is, intrinsic

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investing in closed end funds

Discounts, Dividends, and Debt: The Three D’s of Profitable Closed-End Fund Investing

Leave a Comment / Closed End Funds / /

I used to think of CEFs as one of those financial products that exist, but I didn’t see a reason to ever consider buying one. Open-end mutual funds and stocks were all the rage, and later came the ETFs which immediately became very popular. If you’ve written off closed-end funds (CEFs) as outdated or opaque,

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