Shailesh Kumar, MBA

[Inner Circle] $ACU – Acme United Stock Review

Research / /

[This article was originally published on Nov 17, 2024] If you have school-age kids, you have seen their products but probably don’t know the company that makes them. Today, we will review Acme United ACU -0.50%↓ in detail to determine whether it is attractive enough for our value portfolio. In this review, we will cover: A brief description […]

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Don’t Invest in Small Cap Value Stocks Until You Know These 10 Key Facts

Leave a Comment / Market Insights / /

Small cap value stocks can be highly profitable investments. I have been investing in small cap value stocks for over 25 years and have guided 100s of other investors through my newsletters. Most financial writers call investing in small cap value stocks risky. It is not. The risk-reward equation in this asset class actually favors

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Magic Formula Investing: A Proven Strategy for Finding Undervalued Stocks

Leave a Comment / Value Investing / /

Finding value stocks is hard, and it is getting harder now that so many more investors today are searching for them than ever before. Besides, time is always at a premium. Wouldn’t it be wonderful if there was a formula that would spit out profitable undervalued stocks with proven history of outperformance? Well, there is

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0DTE Strategy

Master the 0DTE Strategy: Unlock Daily Income and Take Control of Market Volatility!

Leave a Comment / Income Investing / /

You may have come across the 0DTE strategy if you have considered selling out of money covered calls to generate income in your portfolio. 0DTE strategy also involves trading options, but the options you use expire on the same day. This offers unique opportunities as the time value of the options decays rapidly, and the

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Inflation, Tariffs, and Opportunity: Navigating the Investment Landscape Under Trump’s Second Term

Leave a Comment / Market Insights / /

The 2024 election is done and Donald Trump has been elected as the 47th President of the United States of America. He comes in with many ideas about his economic policies in his second term. Many of these policies will affect the way you and I should think about our investments in the long term.

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Why Traditional Portfolio Allocation Fails Event Driven Stocks—And My Strategy to Solve It

Leave a Comment / Portfolio Management / /

I have a new stock candidate to add to my small cap value portfolio (which is part of the Premium membership at my newsletter on Substack). This poses a dilemma. My portfolio is allocated based on Kelly Fractions. This is the Kelly Criterion adjusted for a multi-asset portfolio. The allocation takes the correlations and covariances

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[Inner Circle] $MLR – Fast Growing, Undervalued, and the Activists are All Over this Stock

Research / /

Photo by Markus Spiske on Unsplash [This article was originally published on Nov 5, 2024] The stock I am going to highlight today is in one of the most boring industries you can think of. This is one of those companies whose products you probably see every day, but you never stop to ask who makes them, neither

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Understanding Margin of Safety: From Benjamin Graham to Warren Buffett and Now

Leave a Comment / Value Investing / /

One of the very basic concepts of personal finance is to create an emergency fund. An emergency fund acts as a safety net in case something unexpected should happen: for example a job loss, or a medical emergency. We come across this concept of safety net in many walks of life. All forms of insurance,

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Graham Enterprising Investor Criteria for Value Investors

Leave a Comment / Value Investing / /

Benjamin Graham, the father of value investing, differentiated between a defensive investor and an enterprising investor. An enterprising investor takes a little bit more risk, can be considered a little “growthy”, in pursuit of higher returns. The value principles are still emphasized, you are not going to suddenly turn into a momentum trader. You are

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