Shailesh Kumar, MBA

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

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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

Leave a Comment / Business Development Companies / /

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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value investing strategies

Value Investing Strategies That Actually Work in 2025 (And Why Most Don’t)

Leave a Comment / Value Investing / /

You don’t need another article telling you to look for low P/E ratios and high book value. That’s table stakes — and in today’s market, it’s not enough. Most value investing strategies are stuck in a world that no longer exists. They worked when markets were slower, less efficient, and not driven by momentum algos

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value vs growth stocks

Value vs Growth Stocks Through the Lens of the Kelly Criterion: How to Stack the Odds in Your Favor

Leave a Comment / Value Investing / /

The Odds Are Never Even—Unless You Make Them So At its core, investing sounds simple: buy the stocks that will go up and avoid the ones that won’t. But reality doesn’t cooperate. The future is uncertain, and every decision we make is a guess—hopefully an educated one. So we lean on probabilities, shortcuts, and heuristics

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graham enterprising investor

30 of the Best Small Cap Stocks for Graham-Style Investors – March 2025 Edition

Leave a Comment / Stock Screen of the Day / /

The Best Small Cap Stocks Are Hiding in Plain Sight—If You Know Where to Look. You’re not here for hype. You want serious opportunities with asymmetric upside, wrapped in downside protection. That’s the cornerstone of Ben Graham’s “enterprising investor” playbook—and it still works, especially in the small-cap universe where inefficiencies abound. While most of Wall

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value averaging

Value Averaging: A Smarter Way to Buy Stocks at a Discount

Leave a Comment / Portfolio Management / /

Introduction: The Investor’s Struggle with Market Timing Even if you are a long term investor who is not concerned with short term price fluctuations, you still want to purchase stocks at low prices and sell at high prices. You do not actively try to time the market, but there is no reason to not take

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Dividend Fortress Portfolio

[Inner Circle] $SNA – Dividend Fortress Portfolio Stock Review

Research / /

[This analysis was originally published on March 20, 2025] You can build an industrial behemoth with a single idea. This is what this company did. They started out building interchangeable handles and sockets for the automotive repair industry in 1920. Automobiles were just catching on and repair was a growing market. Pretty soon, they started

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best investments during inflation

Best Investments During Inflation: How to Protect and Grow Your Wealth

Leave a Comment / Market Insights / /

Inflation is the Silent Wealth Killer For all of us today, inflation is a fact of life. We all know that the prices tend to increase as the years roll by. Many of us have fond memories of the bygone times when the same things we buy today cost so much less. A dollar used

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