As a long term investor, you know that that some numbers are more important than others to find out which company deserves your investment dollars. Profitability Ratios tell you whether the business is running efficiently and creating value for the shareholders, or is eroding value over time investing in bad projects one after another. Earnings […]
The Profitability Ratios Every Serious Investor Should Master Read More »
Magic happens when discipline meets opportunity. And in the world of small-cap investing, few strategies have been as consistently intriguing, and polarizing, as Joel Greenblatt’s Magic Formula. By ranking stocks based on a combination of high return on capital and low valuation, the formula filters out the hype and shines a light on companies quietly
Top 10 Small Cap Magic Formula Stocks to Watch in May 2025 (High Returns, Low Prices) Read More »
The Growth Trap No One Warns You About Scaling a small business sounds like the dream, until it starts to feel like a trap. Revenue is up, orders are flying in, and suddenly, every fire ends up at your desk. What should be a victory lap feels more like an endless treadmill. For investors who
From Operator to Owner: Scaling Without Losing Control Read More »
Don’t Risk Your Retirement on the Wrong Yield Strategy As an income investor, you want to maximize your income. But more than that, you want a reliable and consistent income stream. As interest rates fluctuate and market volatility threatens your income stream, choosing between preferred stock ETFs and traditional dividend ETFs becomes more than just
Building a Safer Income Stream: Preferred Stock ETFs vs. Dividend ETFs Read More »
CAPM Keeps You Average. Value Investing Makes You Wealthy. Most investors unknowingly handicap their potential by relying on models designed to reward conformity. The Capital Asset Pricing Model (CAPM) may work well if your goal is to match the market, but it does little for those aiming to outperform it. In fact, it’s built on
The Myth of Efficient Markets: Why CAPM Is the Perfect Tool for Herds, Not Outliers Read More »
Investors Are Quietly Stepping Off the Beaten Path You’re not imagining it. Traditional 60/40 portfolios are underperforming, and the S&P 500 is increasingly top-heavy with a handful of mega-cap stocks masking broader market fragility. As inflation proves sticky, interest rates remain elevated, and geopolitical tensions disrupt global trade, the case for alternative asset classes has
The 5 Alternative Asset Classes That Could Outperform the S&P 500 This Decade Read More »
You already know that your edge comes from buying undervalued stocks and letting them work over time. But even with a sound process and solid research, you keep second-guessing your trades. You hesitate when it’s time to enter. You trim winners too early. You panic when a position dips. The problem isn’t your strategy, it’s
Kelly Criterion Position Sizing: Avoid the Trap of Overbetting and Underbetting Read More »
When you invest in small caps, you often buy uncertainty at a discount. These companies can be temporarily out of favor, misunderstood, or just plain ignored by the broader market. That’s the opportunity. But it’s also the risk because the waiting game can be long. Value can take months, sometimes years, to surface. And if
How the Humble Current Ratio Shields You from Pain in Small Cap Value Stocks Read More »
Benjamin Graham defined what it means to be a value investor. The classic Grahamian value investing play relies on undervalued assets on the balance sheet, coupled with significant margin of safety. A dyed in the wool value investor patiently waits for Mr. Market to realize the correct value of these assets, and then reprice the
15 Mid Cap Value Stocks Graham Enterprising Investors will Love – May 2025 Read More »
If you’re serious about compounding wealth, bootstrapping a business isn’t just an entrepreneurial path, it’s an asymmetric bet with outsized upside. You invest time, discipline, and a little capital. In return, you create a high-margin income stream, long-term asset appreciation, and, perhaps most importantly, complete control. For investors frustrated with limited alpha in public markets
