Shailesh Kumar, MBA

event driven stocks

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

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 […]

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

event driven stocks

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

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

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

event driven stocks

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

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,

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

event driven stocks

Graham Enterprising Investor Criteria for Value Investors

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

Graham Enterprising Investor Criteria for Value Investors Read More »

event driven stocks

Why Strategic Allocation Beats Stock Picking: The Hidden Science of Long-Term Gains

Most investors approach long term investment portfolio allocation very casually. Typical processes involve investing whatever cash is available, investing an equal number of shares among all stocks in the portfolio, investing an equal number of dollars among all stocks in the portfolio, or setting some thresholds (I will invest $x to start and if the

Why Strategic Allocation Beats Stock Picking: The Hidden Science of Long-Term Gains Read More »

event driven stocks

Piotroski F-Score: The Secret Weapon to Add 7.5% More Alpha to Your Portfolio

No value investor wants their money to be dead for years. Ending up with value traps is a big problem. If only there was a way to avoid it? Enter Piotroski F-Score. The Piotroski F-Score is a powerful, yet underutilized, tool that enhances your stock-picking strategy. Developed by Joseph Piotroski and published in his 2002

Piotroski F-Score: The Secret Weapon to Add 7.5% More Alpha to Your Portfolio Read More »

event driven stocks

What is Contrarian Investing? A Complete Guide for Savvy Investors

In investing, as in life, the biggest winners are the ones who took a different path. Contrarian investors march to their own drum beat. In this article we will find out what is contrarian investing, how to spot contrarian opportunities, and what mindset to cultivate to be a successful contrarian investor. We will learn why

What is Contrarian Investing? A Complete Guide for Savvy Investors Read More »

event driven stocks

Dividend Investing vs Value Investing: Which Strategy Can Build Your Long-Term Wealth?

Ever asked the dividend investing vs value investing question? Which is the right strategy for me? Say you know for sure that you are philosophically a long term investor. Your primary goal is to create wealth for your future and pass it on to the next generation eventually. You are not interested in the hot

Dividend Investing vs Value Investing: Which Strategy Can Build Your Long-Term Wealth? Read More »

[Inner Circle] $ATKR – Atkore: Deep Dive – Is It Time to Buy? – Oct 6, 2024

[This article was originally published on Oct 6, 2024] Recently, Atkore, ATKR -1.85%↓ caught our attention on the Graham Enterprising Investor screen, and I was quite optimistic. But a surface-level analysis is never enough when it comes to making smart investment decisions. Now, it’s time to dig deeper and find out whether Atkore’s current valuation makes it a strong

[Inner Circle] $ATKR – Atkore: Deep Dive – Is It Time to Buy? – Oct 6, 2024 Read More »

Scroll to Top