Shailesh Kumar, MBA

fundamental analysis drivers

Earnings, Moats, and Margins: The 3 Numbers That Drive Smart Fundamental Analysis

Ignore the Noise, Focus on the Real Drivers of Value Every investor starts with good intentions: read the 10-K, skim the ratios, check the P/E. But most never move past the surface. They get stuck in the weeds, distracted by shiny metrics that don’t predict long-term performance. That’s not your game. If you’re managing your […]

Earnings, Moats, and Margins: The 3 Numbers That Drive Smart Fundamental Analysis Read More »

closed end funds

How to Analyze Closed End Funds Like a Professional Portfolio Manager (And Avoid Getting Burned by Yield Traps)

Closed end funds (CEFs) offer high yields that catch the eye, but the real story hides behind those numbers. If you rely only on the headline yield, you risk buying into a fund that’s eroding its own capital or masking poor performance with financial engineering. Professional portfolio managers dig deeper. They examine how the distribution

How to Analyze Closed End Funds Like a Professional Portfolio Manager (And Avoid Getting Burned by Yield Traps) Read More »

high current ratio

Is a High Current Ratio Always Good? Not If You’re Serious About Returns

Most investors see a high current ratio and breathe a sigh of relief. The company’s liquid. It’s safe. There’s nothing to worry about, right? Not so fast. As a value investor, your job isn’t just to avoid bankruptcy. It’s to generate returns. And sometimes, excess liquidity hides something more dangerous: a management team that doesn’t

Is a High Current Ratio Always Good? Not If You’re Serious About Returns Read More »

what is a value trap

What Is a Value Trap? How to Avoid the Most Dangerous Mistake in Value Investing

Introduction: The Price Looks Right, But Something’s Off You’ve seen it before. A stock trading at 6 times earnings. Or maybe it’s below book value. On paper, it screams “bargain.” But months later, it’s still stuck—or worse, it’s fallen even more. You wonder, what did I miss? This article will help you avoid one of

What Is a Value Trap? How to Avoid the Most Dangerous Mistake in Value Investing Read More »

how do I research stocks

How I Research Stocks Before I Risk a Single Dollar

You’ve probably asked yourself: how do I research stocks without wasting hours chasing the wrong leads? That’s the right question—but most people get the wrong answers. They either read every piece of data under the sun or blindly follow stock tips without context. That’s a recipe for regret, not returns.In this article, I’ll walk you

How I Research Stocks Before I Risk a Single Dollar Read More »

debt ratio

Debt Ratios That Could Save You From the Next Value Trap

A Fortress Made of Paper You spot a stock trading at 40% of book value. It’s profitable. It pays a dividend. You start to feel that familiar itch—the one that whispers undervalued gem. The numbers check out. The market seems to have missed it. But a few months later, the stock is crushed. The dividend’s

Debt Ratios That Could Save You From the Next Value Trap Read More »

modern portfolio theory vs buffettology

Buffettology vs. Modern Portfolio Theory: A Showdown of Mindsets

What if everything you’ve been taught about risk is wrong? Wall Street says volatility is your enemy. Buffett says it’s your friend. Financial advisors beg you to diversify. Buffett made billions by betting on just a few ideas. One side crunches equations. The other reads annual reports. And yet both claim to hold the key

Buffettology vs. Modern Portfolio Theory: A Showdown of Mindsets Read More »

dupont analysis

The Hidden Power of the DuPont Analysis: Unpacking ROE for Serious Investors

ROE Alone Can Mislead You. Return on Equity (ROE) gets a lot of attention—and rightly so. It’s a quick indicator of how effectively a company generates profits from shareholders’ capital. But used in isolation, ROE can give you a false sense of security. What you really need is a way to unpack ROE into its

The Hidden Power of the DuPont Analysis: Unpacking ROE for Serious Investors Read More »

dividend yield vs total return

Dividend Yield vs. Total Return: The Mistake That Costs You Millions

Income investors everywhere are familiar with the siren song of the dividend yield. Dividend yield offers comfort. It promises passive income and makes a stock feel like a steady paycheck. But if you’re chasing yield without looking at the full picture, you’re likely leaving serious money on the table. In fact, focusing on dividend yield

Dividend Yield vs. Total Return: The Mistake That Costs You Millions Read More »

understanding investment risk

Understanding Investment Risk: How to Protect Your Portfolio Without Killing Your Returns

You don’t need to eliminate risk. You need to understand it, isolate it, and price it correctly. The biggest mistake investors make is treating all risk the same—panicking when markets fall, diversifying blindly, or refusing to act because the future looks uncertain. But the truth is: you don’t get paid for avoiding risk—you get paid

Understanding Investment Risk: How to Protect Your Portfolio Without Killing Your Returns Read More »

Scroll to Top