Shailesh Kumar, MBA

monthly vs quarterly dividends

Monthly vs Quarterly Dividends: A Strategic Guide for Income Investors

Leave a Comment / Income Investing / /

Income investors face a critical question: Should you prioritize monthly or quarterly dividend distributions? The choice between these two schedules can significantly influence your cash flow, reinvestment strategy, and long-term financial goals. Understanding the nuances of each option allows you to make informed decisions that align with your personal financial objectives. Whether you’re a retiree […]

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financial ratios

The Role of Financial Ratios in Identifying Value Stocks

Leave a Comment / Financial Ratios & Metrics / /

What if you could decode the financial health of a company in minutes? For value investors, financial ratios offer this very power—a way to measure the intrinsic worth of a company against its current market price. Understanding and applying these ratios can help uncover hidden gems in the stock market. This article will explore the

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income factory

What Is an Income Factory? Transforming Investments Into a Cash Flow Machine

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The idea of earning steady, reliable income from investments is incredibly appealing. After all, who wouldn’t want a strategy that keeps the cash flowing even during uncertain times? Imagine an approach where your investments work like a factory, steadily producing cash flow even in volatile markets. This is the essence of an Income Factory—a concept

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income factory

Building Generational Wealth: Lessons from the Investing Pros

Leave a Comment / Value Investing / /

Building wealth that spans generations often involves studying those who have done it successfully. Families like the Rockefellers, who grew their fortune through oil and investments, and the Waltons, who leveraged Walmart’s massive success, provide valuable lessons. Notably, many of these families built their wealth through strategic investing—from equities to real estate—showcasing the enduring power

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income factory

Stock Rover Review: A Value Investor’s Workflow and Portfolio Management Guide

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Stock Rover is a full-fledged investment platform that allows you to manage every aspect of your long-term investment strategy, except for the actual transactions. At first, you may think this type of software is unnecessary – almost all brokerages have some screening capabilities and many also provide research reports. But if you are a self-directed

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income factory

[Inner Circle] $INVE – This Company has Enough Cash to Buyback ALL of its Stock. And Still have Money Left Over

Research / /

[This article was originally published on Dec 8, 2024] At first glance, you see nothing more than a mediocre company struggling to make a profit and in search of direction. Run any of the typical value screens based on earnings or profits, and you will immediately discard this stock from your watchlist. Indeed, many investors

To access this post, you must purchase Astute Investor’s Calculus: Inner Circle Investment Subscription (1 Year Access).

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income factory

Diversification in Investing: Is It a Free Lunch? A Value Investor’s Guide

Leave a Comment / Portfolio Management / /

Harry Markowitz said this about diversification in investing: Diversification is the only free lunch in investing. As I write this towards the end of 2024, we have seen a number of years where a very select group of stocks has dominated the market returns. The Magnificent 7 stocks, for example, contribute to a large chunk

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income factory

The Chowder Rule: A Handy Shortcut for Dividend Growth Investors (But Not a Perfect Formula)

Leave a Comment / Income Investing / /

As a dividend growth investor, you are often caught trying to balance yield and growth. Is Stock A yielding 3% with 10% dividend growth rate better than Stock B yielding 2% but 15% dividend growth rate? Figuring this out seems like a complex process, shifting through various growing income streams and then figuring out which

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income factory

Net Net Stocks: The Hidden Weapon Every Deep Value Investor Needs

Leave a Comment / Value Investing / /

Imagine finding a company that is so undervalued that you can buy it for less than what it can fetch in a liquidation! Your worst case scenario is that the company is closed down, and you still make money. These are the net-net stocks and these are every value investor’s fantasy. Popularized by Benjamin Graham,

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income factory

Buying Below the Line: Leveraging the Intrinsic Value of Stock for Profits

Leave a Comment / Value Investing / /

As a value investor, you would like to buy a stock for less than it is worth. To be able to do this well, you first need to figure out what the stock is worth. This is the process of estimating the intrinsic value of stock. Estimating Intrinsic Value of Stock is an Art Learned

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