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# Shailesh Kumar: Value Investing Made Practical: High-Quality Research & Stock Analysis

## Sitemaps
[XML Sitemap](https://astuteinvestorscalculus.com/sitemap_index.xml): Includes all crawlable and indexable pages.

## Posts
- [Net-Net Stocks in 2026: Are Graham’s Deep Value Criteria Still Findable?](https://astuteinvestorscalculus.com/net-net-stocks-2026/): Benjamin Graham made his career finding them. Warren Buffett called them the most reliable source of investment returns he ever found. And virtually every serious value investor has, at some point, asked the same question I asked when I first discovered them: why isn't everyone doing this?
- [Piotroski F-Score in Practice: How I Use It to Confirm a Value Pick](https://astuteinvestorscalculus.com/piotroski-f-score-in-practice/): I want to be upfront about something: I do not use the Piotroski F-Score as a primary stock screen most of the time.
- [Managing Drawdowns: How I Protect Capital Without Losing Upside](https://astuteinvestorscalculus.com/portfolio-drawdown-management/): Portfolio drawdown management is one of the most important and least discussed topics in individual investing. I want to give you my actual framework here, not the academic version, but the version I live by.
- [Shannon’s Demon Explained: Why Rebalancing Beats Buy-and-Hold Over Time](https://astuteinvestorscalculus.com/shannons-demon-rebalancing/): This is the rebalancing bonus, also called volatility harvesting. You are, in effect, harvesting the volatility of your assets as a source of return.
- [Full Kelly vs. Fractional Kelly: Which Position Sizing Approach Is Right for You?](https://astuteinvestorscalculus.com/full-kelly-vs-fractional-kelly/): Most investors spend enormous effort deciding which stocks to buy and almost no effort deciding how much to buy. That is exactly backwards. In the long run, position sizing will have as much impact on your returns as stock selection and it will have more impact on your survival as an investor.
- [My Deep Value Stock Screening Process: From 3,000 Stocks to a Short List of 5](https://astuteinvestorscalculus.com/deep-value-stock-screening-process/): There are roughly 3,000 publicly traded US companies with a market capitalization under $2 billion. Most of them are not worth your time. A small number of them are great values hiding in plain sight. Genuinely cheap, financially strengthening businesses that the market has overlooked, misunderstood, or written off prematurely.
- [The 5 Financial Ratios I Check Before Buying Any Stock (With Real Examples)](https://astuteinvestorscalculus.com/financial-ratios-stock-checklist/): I have looked at thousands of stocks over the past two-plus decades. For a long stretch of that time, I was doing it wrong. i ended up drowning in spreadsheets, chasing precision at the cost of judgment, and convincing myself that more data equaled better decisions. It didn't.
- [Market Anomalies That Persist: Why Value, Size, and Low Volatility Still Work](https://astuteinvestorscalculus.com/market-anomalies-value-investing/): The efficient market hypothesis holds that all available information is already reflected in stock prices, making it impossible to consistently beat the market through fundamental analysis. It is an elegant theory. It is also, as decades of empirical evidence now demonstrate, substantially incomplete.
- [Tariffs, Trade Wars, and Your Portfolio: How Value Investors Should Respond in 2026](https://astuteinvestorscalculus.com/tariffs-trade-wars-portfolio-2026/): Markets hate uncertainty. Value investors, at their best, are supposed to thrive in it. That is the theory. The practice requires more discipline because tariff-driven volatility feels different from a normal correction. The headlines are persistent, the policy outcomes are genuinely unpredictable, and the second-order effects on supply chains and corporate margins are harder to model than a simple revenue decline.
- [Annual Report vs. 10-K: What’s Different and Which Sections Value Investors Should Read](https://astuteinvestorscalculus.com/annual-report-vs-10-k/): Here is something many new investors do not realize: the glossy annual report your broker links to and the 10-K filed with the SEC are not the same document. One is a marketing tool. The other is a legal document. As a value investor, you should spend most of your time on the legal document.
- [YTD 23.76% Total Return Vs 5.7% S&P 500 for Inner Circle Portfolio – May 2, 2026](https://astuteinvestorscalculus.com/ytd-23-76-total-return-vs-5-7-sp-500-for-inner-circle-portfolio-may-2-2026/): We finished 2025 with Time Weighted Return of 23.5% compared to 17.8% with S&P 500. In the first 4 months of 2026, our portfolio has powered ahead, returning 23.76%. S&P 500 in the same time this year has returned a very respectable 5.7%. The Russell 2000 small cap index has returned 13.21% YTD.
- [How to Calculate Intrinsic Value: 3 Methods Every Investor Should Know](https://astuteinvestorscalculus.com/how-to-calculate-intrinsic-value/): Intrinsic value is the cornerstone of everything I do as a value investor. It is the number I am trying to approximate, not predict with false precision, but approximate well enough to know whether the current market price offers a meaningful discount. Get that wrong, and the rest of your analysis is window dressing.
- [8 Common Mistakes New Value Investors Make (And How to Avoid Them)](https://astuteinvestorscalculus.com/common-value-investing-mistakes/): After running Value Stock Guide for years, transitioning through several business ventures, and eventually building the framework behind Astute Investor's Calculus, I've refined what separates investors who compound wealth over decades from those who spin their wheels. These eight value investing mistakes are the ones I see most often and the ones that cost the most when you make them.
- [Investing in Commodities – Why Buying Producers is Better than Buying Commodities Themselves](https://astuteinvestorscalculus.com/investing-in-commodities-why-buying-producers-is-better-than-buying-commodities-themselves/): With the global markets in turmoil and the conflict sprouting up around the world, it is no surprise that many investors are now looking for safe haven assets. Gold and silver have traditionally served as one. For investors in the US, there is a parallel trend of the long term decline in the value of the USD.
- [Distressed Debt Investing: Using Debt Instruments for Value Investing](https://astuteinvestorscalculus.com/distressed-debt-investing-value-investing/): Distressed debt investing is a type of value investing where instead of sourcing companies that are selling below intrinsic value, the investor instead searches for debt that is on sale for less than its intrinsic value. Put another way, it refers to debt that trades at a huge discount to par value. The broad rule of thumb when it comes to distressed debt investing is to purchase debt that trades for 80 cents on the dollar, or a 20% discount.
- [Why the Efficient Market Hypothesis Breaks Down, and Where Smart Investors Still Win](https://astuteinvestorscalculus.com/efficient-market-hypothesis/): The proponents of the Efficient Market Hypothesis, Eugene Fama and Kenneth French, were at one time so perplexed by things that did not fit their Efficient Market Hypothesis that they explained these away as anomalies. Interestingly, these anomalies, like the value premium, continue to exist, indicating that these are essential characteristics of the capital markets. An alert investor should seek to profit from these “anomalies,” not write them off because they do not fit their worldview.
- [How Checklist Investing Helps You Invest Better?](https://astuteinvestorscalculus.com/checklist-investing-invest-better/): Checklist investing is a simple process with tremendous benefits. Checklists can protect you from yourself and propel you towards investment success.
- [Evolution of Warren Buffett in 3 Stages](https://astuteinvestorscalculus.com/evolution-of-warren-buffett-in-3-stages/): Have you ever met an 11-year-old shareholder? That’s what Warren Buffett’s life was about at that age. At the tender age of eleven, the boy who would go on to become the Oracle of Omaha was already fiddling around in the stock market, having bought a few shares of Cities Service. Today, Buffett is one of the wealthiest people in the world. He is the “Oracle of Omaha” and the chairman, CEO, and largest shareholder of Berkshire Hathaway, his multinational conglomerate and investment company. Currently, he comes in at number 4 on the all-time rich list, but he’s played hot potato with the top spot more than once in his lifetime. At the end of the day, his success is beyond question. In the half-century between 1964 and 2014, $1,000 invested with Buffett in 1964 would be worth $10.5 million in 2014.
- [Low Liquidity is Not the Problem You Think in Small Cap Stocks](https://astuteinvestorscalculus.com/low-liquidity-small-cap-stocks/): Small cap stocks generally have a liquidity problem. This is one of the reasons why most investors stay away from small cap stocks. This is also one of the reasons why good undervalued stocks are easier to find in this asset class. The market for highly liquid stocks is also normally highly efficient. The price you pay for the convenience of having your transaction execute in seconds (instead of hours or sometimes days) is returns that are at best average.
- [The 4 Phases of Cyclical Stocks: How to Identify Them and Profit](https://astuteinvestorscalculus.com/cyclical-stocks/): Cyclical stocks tend to be reliable profit generators in a value investor’s portfolio. Cycles exaggerate the valuations because they cause uncertainty in the market. So arguably, value investing should work very well. In practice, it can be hard to identify the right investment candidates and pick the right time to invest.
- [Yahoo Finance Community Panel – 3 Stock Presentations](https://astuteinvestorscalculus.com/yahoo-finance-community-panel-3-stock-presentations/): We had the first Yahoo Finance Community Meet-Up on Dec 12, 2025. Nathan Worden from Yahoo Finance hosted the discussion. I was joined with Marques Blank of Small Cap Newsroom and Sowmy VJ of Helix Research Ltd.
- [18 Mid Cap Stocks that Fit the Buffettology Criteria – Dec 2025](https://astuteinvestorscalculus.com/18-mid-cap-stocks-that-fit-the-buffettology-criteria-dec-2025/): The book Buffettology describes a screen that is similar to how Warren Buffett looks for stocks to buy. I have found this screen to be a good starting point and often offers stocks that we may otherwise miss from a stricter valuation oriented screen.
- [From Cloud to Vendor: Google’s Historic Pivot to Selling ‘Merchant Silicon’](https://astuteinvestorscalculus.com/google-sells-tpu-to-meta/): The recent news that Google sells TPU to Meta signals a fundamental shift in the AI hardware market. For years, the AI hardware market has been defined by two simple truths: NVIDIA is the undisputed king of silicon, and Google’s Tensor Processing Units (TPUs) were a strictly internal secret weapon, accessible only via their Cloud platform.
- [How the Income Factory Strategy Builds Cash Flow in Any Market](https://astuteinvestorscalculus.com/how-the-income-factory-strategy-builds-cash-flow-in-any-market/): IntroductionYou want a portfolio that works for you every week, every month, and in every market climate. As a sophisticated investor, you understand that traditional strategies rely on price appreciation, which can vanish the moment markets turn against you. The income factory takes a different path. Rather than hoping your assets rise in value, you intentionally build a portfolio designed to produce cash flow relentlessly, even in flat or declining markets. This article shows you how the strategy works, the assets that power it, and how to reinvest distributions so your income compounds steadily over time.
- [Track My Watchlist on GitHub](https://astuteinvestorscalculus.com/track-my-watchlist-on-github/): It has been difficult to share my working watchlist with my readers. I maintain it in Stock Rover but there is no possible way of sharing a link to my watchlist page.
- [The William Bernstein 5/25 Rule: The Simple Rebalancing System That Protects You from Yourself](https://astuteinvestorscalculus.com/the-william-bernstein-5-25-rule-rebalancing/): It’s easy to let a portfolio drift. Stocks rise, bonds fall, and before you know it, your carefully planned allocation quietly morphs into something riskier than you ever intended. Most investors don’t notice until the next bear market hits.This is where William Bernstein’s 5/25 Rule steps in. it is a remarkably simple framework designed to protect you from your own instincts. It builds behavioral discipline. And if you follow it, you’ll make fewer mistakes and compound your wealth more steadily.
- [Do Not Fear Volatility, Trust the Process](https://astuteinvestorscalculus.com/do-not-fear-volatility-trust-the-process/): I was asked recently if we should move to cash to protect from the volatility. Perhaps you have wondered this too.
- [5 Large Cap Stocks for GARP Investors – Oct 2025](https://astuteinvestorscalculus.com/5-large-cap-stocks-for-garp-investors-oct-2025/): Growth is all the rage today and the markets are quite frothy. Never mind the extraordinary risk presented to us due to the government economic data blackout during the shutdown. One wonders how the market will react when the government reopens and the data starts flowing again.
- [Is Gold the New Treasury? How Investors Are Redefining “Safe Haven”](https://astuteinvestorscalculus.com/is-gold-the-new-treasury-how-investors-are-redefining-safe-haven/): Gold has done the unthinkable.
- [Martingale vs Anti-Martingale Strategies: The Real Math Behind Risk, Reward, and the Value Investor’s Edge](https://astuteinvestorscalculus.com/martingale-vs-anti-martingale-strategies/): You’ve heard it before: “cut your losses and let your winners run.” But most investors can’t explain why that rule works. Beneath it lies a deeper logic, born from probability theory and refined by gamblers, traders, and long-term value investors alike.
- [Improved Focus in the Inner Circle and Q3 Performance Wrap](https://astuteinvestorscalculus.com/improved-focus-in-the-inner-circle-and-q3-performance-wrap/): My edge lies in the Small Cap Value segment. This is where significant investor wealth is traditionally built, and I am pretty darn good at this.
- [6 Small Cap Stocks with Deep Margin of Safety](https://astuteinvestorscalculus.com/6-small-cap-stocks-with-deep-margin-of-safety/): Margin of Safety is a core concept in value investing. This essentially tells you how much the stock price is discounted from the intrinsic (or fair) value.
- [[Inner Circle] Squeeze Dollars from Oil](https://astuteinvestorscalculus.com/inner-circle-squeeze-dollars-from-oil/): Tanker operators move oil from point A to point B.
- [13 Large Cap Stocks for Graham Enterprising Investors (Including Some Buffett Likes) – Aug 2025](https://astuteinvestorscalculus.com/13-large-cap-stocks-for-graham-enterprising-investors-including-some-buffett-likes-aug-2025/): Turns out that Ted and Todd at Berkshire Hathaway are enterprising investors in the Graham mold.
- [My Investment Thesis Briefs are Now on Yahoo Finance Pages + Portfolio Performance Update](https://astuteinvestorscalculus.com/my-investment-thesis-briefs-are-now-on-yahoo-finance-pages-portfolio-performance-update/): A number of my investment thesis briefs now appear on the ticker pages of Yahoo Finance. You can see 2 examples below:
- [[Inner Circle] 🏰 PEP — PepsiCo, Inc. A 53-Year Dividend Growth Streak, Attractively Priced](https://astuteinvestorscalculus.com/inner-circle-pep-pepsico-inc-stock-review/): Pepsi just reported better than expected earnings and saw its stock pop 6% on the news. It now also forecasts smaller annual earnings decline than previously forecasted.
- [AIC Portfolios – Outperforming the Market in First Half](https://astuteinvestorscalculus.com/aic-portfolios-outperforming-the-market-in-first-half/): The first half of the year is done and dusted. The markets have been all over the place, but all our portfolios have performed extremely well. We have not only beat the S&P 500 in 3 out of 4 portfolios (and were in line with the market in the 4th portfolio), but our flagship Small Cap Value Portfolio returned almost 3 times the performance as the S&P 500 so far this year.
- [[Inner Circle] The Next Berkshire Hathaway, Part 3, Final](https://astuteinvestorscalculus.com/inner-circle-the-next-berkshire-hathaway-part-3-final/): We continue with our review of the company I consider the next Berkshire Hathaway. In this 3rd and final post, I look at the component businesses and arrive at a sum of the parts valuation for the company. As a result, I find that the stock today is selling at 39% discount to the fair value. I also expect the company to be competently managed and continue to grow shareholder wealth for decades to come.
- [Debt to Equity Ratio vs. Interest Coverage Ratio: Which One Deserves Your Trust?](https://astuteinvestorscalculus.com/debt-to-equity-ratio-vs-interest-coverage-ratio/): An easy way to do this is review the debt to equity ratio. If the company uses too much debt to finance itself, it will have a high debt to equity ratio. A low debt to equity ratio indicates a conservative management, and a high ratio indicates a management that is too happy to tap the debt markets to fund operations. I generally go for a debt to equity ratio below 0.6.
- [Getting Paid Every Day of the Week with Roundhill Funds](https://astuteinvestorscalculus.com/getting-paid-every-day-of-the-week-with-roundhill-funds/): I am a fan of Roundhill Funds and we have 3 of their funds in our income factory portfolio, Rapid Wealth Compounder (more details in the Inner Circle). It is nice to get a substantial income every week like a clockwork. Given that all of these funds are option enhanced and the distribution amount depends on the volatility of the underlying asset during the week, the income varies every week. Covered call ETFs also cap the upside in the capital gain, but as long as the portfolio is focused on income, this is quite acceptable. The income just gets reinvested back in the portfolio and we compound the share count, which in turns increases our distribution over time.
- [The Hidden Edge of Cash Flow Forecasting for Value Investors](https://astuteinvestorscalculus.com/cash-flow-forecasting/): That tool is cash flow forecasting.
- [17 Large Cap Stocks to Invest in Right Now for Graham Enterprising Investors – Jun 2025](https://astuteinvestorscalculus.com/17-large-cap-stocks-to-invest-in-right-now-for-graham-enterprising-investors-jun-2025/): Let's take a look at these stocks quickly and find the top stocks to invest in right now from this list.
- [Why Small Cap Value Is the Best Investment Strategy (Even If Wall Street Keeps Ignoring It)](https://astuteinvestorscalculus.com/small-cap-value-best-investment-strategy/): You’ve heard the arguments for growth stocks, index funds, crypto, and real estate. But what if the strategy with the strongest long-term performance has been hiding in the shadows, ignored by Wall Street, misunderstood by most investors, and dismissed because it lacks sex appeal?
- [When Rebalancing Makes You Richer: The Rebalancing Bonus Explained](https://astuteinvestorscalculus.com/rebalance-investment-portfolio/): You're told to rebalance your portfolio to manage risk. Keep that 60/40 allocation. Sleep better at night. But that’s just the surface. What most investors miss is that rebalancing doesn’t just reduce risk. Done right, it can increase returns. Yes, rebalancing your investment portfolio can actually make you richer.
- [[Inner Circle] The Next Berkshire Hathaway – Part 2, The Financials](https://astuteinvestorscalculus.com/inner-circle-the-next-berkshire-hathaway-part-2-the-financials/): Previously I introduced the company I am positing as the next Berkshire Hathaway.
- [9 Great Small Cap Stocks with the Highest Piotroski F-Score of 9 – June 2025](https://astuteinvestorscalculus.com/9-great-small-cap-stocks-with-the-highest-piotroski-f-score-of-9-june-2025/): Piotroski F-Score is a composite metric that measures the financial strength of a company. Research shows that a high Piotroski F-Score of 8 or 9, coupled with cheap valuation, can return on average of 7.5% above the market.
- [Check Out My Podcast Appearance on The Contrarian Capitalist Show](https://astuteinvestorscalculus.com/check-out-my-podcast-appearance-on-the-contrarian-capitalist-show/): It was a great pleasure to be a guest on The Contrarian Capitalist podcast. It was a great discussion and we covered a wide array of topics including my stock selection process, risk management, investment philosophy and more.
- [Are Data Center REITs the Next Big Thing? Or Just the Next Big Trap?](https://astuteinvestorscalculus.com/data-center-reits/): The AI boom has put data center REITs squarely in the spotlight. There are forecasts of massive capital spending from the big-tech. On paper, these REITs appear destined for a golden era: steady cash flows, relentless demand, and long-term leases. But you and I both know that when the narrative gets too perfect, it often unravels. The real question isn’t how hot this trend is; it’s whether it offers a reliable margin of safety.
- [[Inner Circle] The Next Berkshire Hathaway – Part 1](https://astuteinvestorscalculus.com/inner-circle-the-next-berkshire-hathaway-part-1/): It takes a special kind of company to be crowned the Next Berkshire Hathaway, and I believe I have found one.
- [How to Build Portfolio Resilience When Macro Shocks Destroy Valuations](https://astuteinvestorscalculus.com/portfolio-resilience/): You can do everything right as a value investor. Buy below intrinsic value. Demand a margin of safety. Stick to your thesis. And still, your portfolio can suffer when inflation spikes, interest rates lurch, or trade wars disrupt entire sectors. The truth is, intrinsic value isn’t immune to macro shocks. But that doesn’t mean you’re powerless. You just need to bake portfolio resilience into your process.

## Pages
- [Publications by Shailesh Kumar](https://astuteinvestorscalculus.com/publications/): I write about my investment process and the value investing insights that I have accumulated from decades of practicing in the market. This page contains my published works.
- [Watchlist and Research Tracker](https://astuteinvestorscalculus.com/value-investing-watchlist/): The stocks listed below are under active research and may be at different stages of analysis, as indicated by their current status. Inclusion on this list does not imply an investment recommendation, and many of these companies may never receive a Buy rating.
- [Start Here](https://astuteinvestorscalculus.com/start/): A disciplined, risk-managed approach to small cap value investing. Small-cap value is the corner of the market where inefficiencies persist due to limited coverage, lower liquidity, and structural neglect. I equip investors like you with research, frameworks, and portfolio tools to identify mispriced opportunities, manage risk deliberately, and compound capital across market cycles.
- [Free Newsletter Archives](https://astuteinvestorscalculus.com/free-newsletter-archives/): May 7, 2026 AIC - Graham Holdings (GHC) Stock Analysis: Exclusive Valuation Report (Only 1,000 Copies Available!) May 6, 2026 AIC - Market Anomalies That Persist: Why Value, Size, and Low Volatility Still Work May 4, 2026 AIC - Tariffs, Trade Wars, and Your Portfolio: How Value Investors Should Respond in 2026 May 3, 2026 AIC - Graham Holdings (GHC) Stock Analysis: Exclusive Valuation Report (Only 1,000 Copies Available!) May 2, 2026 AIC - YTD 23.76% Total Return Vs 5.7% S&P 500 for Inner Circle Portfolio - May 2, 2026 May 1, 2026 AIC - 8 Common Mistakes New Value Investors Make (And How to Avoid Them) March 19, 2026 Finding Refuge in Commodities During Time of Turmoil February 5, 2026 Why Rebalancing Matters More Than Most Investors Think January 29, 2026 This Really Determines Your Returns (No... It is Not Stock Selection) January 21, 2026 Portfolio Construction vs. Stock Selection (Where Most Investors Go Wrong) January 14, 2026 The Hard Part of Small-Cap Value Investing January 5, 2026 2025 Inner Circle Portfolio Performance 23.5% vs 17.8% S&P500 December 29, 2025 Happy Holidays and Best Wishes for a Profitable New Year December 8, 2025 The Big Short on OpenAI and Palantir December 6, 2025 Live This Wednesday: My Small-Cap Stock Picks on Yahoo Finance November 25, 2025 NVIDIA’s Grip Is Slipping: Inside the Google–Meta Hardware Shift November 24, 2025 Stock Rover’s Only Annual Sale Is Live. Up to 30% Off November 22, 2025 The Market’s Reaction to Nvidia Says More Than the Numbers November 19, 2025 Is There an AI Stock Bubble in 2025 November 16, 2025 Small-Cap U.S. stocks trade at about a 16% discount to Morningstar fair value November 2, 2025 28.7% Total Return YTD vs 17.3% for S&P 500 October 29, 2025 Graham Holdings Continues to Execute October 20, 2025 Volatility Isn’t the Enemy. It’s the Edge October 9, 2025 AIC - Is Gold the New Treasury? How Investors Are Redefining “Safe Haven” October 8, 2025 AIC - Martingale vs Anti-Martingale Strategies: The Real Math Behind Risk, Reward, and the Value Investor’s Edge October 4, 2025 AIC - Improved Focus in the Inner Circle and Q3 Performance Wrap September 29, 2025 AIC - Graham Holdings (GHC) Stock Analysis: Exclusive Valuation Report (Only 1,000 Copies Available!) September 20, 2025 AIC - 6 Small Cap Stocks with Deep Margin of Safety September 1, 2025 AIC - Squeeze Dollars from Oil August 17, 2025 AIC - 13 Large Cap Stocks for Graham Enterprising Investors (Including Some Buffett Likes) - Aug 2025 July 27, 2025 AIC - My Investment Thesis Briefs are Now on Yahoo Finance Pages + Portfolio Performance Update July 23, 2025 AIC - 🏰 PEP — PepsiCo, Inc. A 53-Year Dividend Growth Streak, Attractively Priced July 9, 2025 AIC - AIC Portfolios - Outperforming the Market in First Half July 2, 2025 AIC - The Next Berkshire Hathaway, Part 3, Final June 30, 2025 AIC - Debt to Equity Ratio vs. Interest Coverage Ratio: Which One Deserves Your Trust? June 25, 2025 AIC - Getting Paid Every Day of the Week with Roundhill Funds June 22, 2025 AIC - The Hidden Edge of Cash Flow Forecasting for Value Investors June 18, 2025 AIC - 17 Large Cap Stocks to Invest in Right Now for Graham Enterprising Investors - Jun 2025 June 15, 2025 AIC - Why Small Cap Value Is the Best Investment Strategy (Even If Wall Street Keeps Ignoring It) June 13, 2025 AIC - When Rebalancing Makes You Richer: The Rebalancing Bonus Explained June 8, 2025 AIC - The Next Berkshire Hathaway - Part 2, The Financials June 7, 2025 AIC - 9 Great Small Cap Stocks with the Highest Piotroski F-Score of 9 - June 2025 June 6, 2025 AIC - Check Out My Podcast Appearance on The Contrarian Capitalist Show June 4, 2025 AIC - Are Data Center REITs the Next Big Thing? Or Just the Next Big Trap? June 3, 2025 AIC - The Next Berkshire Hathaway - Part 1 June 2, 2025 AIC - Discounts, Dividends, and Debt: The Three D’s of Profitable Closed-End Fund Investing May 31, 2025 AIC - 8 Mid Cap Undervalued Stocks with Good Fundamentals - May 2025 May 29, 2025 AIC - Introducing the "Inner Circle" - Your Ultimate Investment Membership May 26, 2025 AIC - Introduction to Astute Investor's Calculus Portfolios May 24, 2025 AIC - How to Build a Factor Based Portfolio That Outperforms in Every Market Cycle May 23, 2025 AIC - Why Smart Investors Are Rushing to Invest in Gold ETFs? How You Can Do It Right? May 20, 2025 AIC - What Makes a Deep Value Stock Go Up? 4 Catalysts Every Investor Should Watch May 15, 2025 AIC - Accounts Receivable Turnover: The Hidden Metric That Separates Quality from Value Traps May 14, 2025 AIC - The Kelly Criterion Isn’t Just for Gamblers. It’s for Serious Value Investors May 13, 2025 AIC - 12 Top Dividend Growth Stocks for Small-Cap Investors Who Want Compounding and Upside May 12, 2025 AIC - The Profitability Ratios Every Serious Investor Should Master May 10, 2025 AIC - Top 10 Small Cap Magic Formula Stocks to Watch in May 2025 (High Returns, Low Prices) May 8, 2025 AIC - The Myth of Efficient Markets: Why CAPM Is the Perfect Tool for Herds, Not Outliers May 7, 2025 AIC - The 5 Alternative Asset Classes That Could Outperform the S&P 500 This Decade May 5, 2025 AIC - Kelly Criterion Position Sizing: Avoid the Trap of Overbetting and Underbetting May 4, 2025 AIC - 15 Mid Cap Value Stocks Graham Enterprising Investors will Love - May 2025 May 2, 2025 AIC - 9 Fast Growing Companies with Stocks You Can Buy at a Reasonable Price - May 2025 May 1, 2025 AIC - Cash Flow Businesses: The Secret Weapon for Entrepreneurs Who Want Freedom, Control, and Wealth April 10, 2025 AIC - How I Research Stocks Before I Risk a Single Dollar April 9, 2025 AIC - The Hidden Power of the DuPont Analysis: Unpacking ROE for Serious Investors April 8, 2025 AIC - Dividend Yield vs. Total Return: The Mistake That Costs You Millions April 7, 2025 AIC - Understanding Investment Risk: How to Protect Your Portfolio Without Killing Your Returns April 6, 2025 AIC - How the Best Value Investors Allocate Capital Across Asset Classes (Without Guessing the Market) April 5, 2025 AIC - Bear Market Survival Guide: How to Stay Rational When Everyone Else Is Panicking April 4, 2025 AIC - How to Use Preferred Stock ETFs as a Hedge in a Volatile Market April 3, 2025 AIC - Why Closed-End Funds Might Be the Most Misunderstood Investment on Wall Street April 2, 2025 AIC - How to Build a Dividend Growth Fortress That Survives Any Recession April 1, 2025 AIC - How to Use the Kelly Criterion to Avoid Portfolio-Killing Mistakes March 31, 2025 AIC - Why Risk Tolerance Is the Single Most Underrated Edge in Value Investing March 28, 2025 AIC - Factor Based Investing: The Secret Weapon of Sophisticated Portfolios March 27, 2025 AIC - 54 Best Stocks to Buy Now Inspired by Buffettology (Large Cap, Mar 2025) March 26, 2025 AIC - REITs Done Right: How to Build Reliable Monthly Income from Real Estate Without Owning Property March 25, 2025 AIC - 13 Best Large Cap Stocks with Cheap Multiples - March 2025 March 24, 2025 AIC - Value Investing Strategies That Actually Work in 2025 (And Why Most Don’t) March 23, 2025 AIC - Value vs Growth Stocks Through the Lens of the Kelly Criterion: How to Stack the Odds in Your Favor March 21, 2025 AIC - Value Averaging: A Smarter Way to Buy Stocks at a Discount March 18, 2025 AIC - Best Investments During Inflation: How to Protect and Grow Your Wealth March 17, 2025 AIC - 20 Best Dividend Growth Stocks That Large-Cap Investors Can’t Ignore - Mar 2025 March 12, 2025 AIC - Building an Income Factory: A Step-by-Step Guide March 9, 2025 AIC - 20 Large Cap Stocks with Piotroski F-Score of 9 - March 2025 March 8, 2025 AIC - How to Use Economic Moats for Long-Term Investing Success March 7, 2025 AIC - 5 Best Mid Cap Dividend Growth Stocks in the Market Today - March 2025 March 5, 2025 AIC - How AI And Technology Are Changing Value Investing March 4, 2025 AIC Shop - Value Investor Coffee Mug – Picky About Profits March 3, 2025 AIC - Using Leverage Responsibly in an Income Factory Portfolio March 2, 2025 AIC - The Importance of Rebalancing in Portfolio Management February 28, 2025 AIC - Top 63 Large Cap Buffettology Stocks Feb 2025 February 27, 2025 AIC - Earnings vs Free Cash Flow: What Really Matters? February 25, 2025 AIC - The Value Premium: Why Value Stocks Outperform Over the Long Run February 23, 2025 AIC - 7 Steps to Build a Diversified Value Portfolio from Scratch February 19, 2025 AIC - The Fama and French 3 Factor Model – A Game Changer for Value Investors February 14, 2025 AIC - How to Leverage Dividends in Value Investing February 13, 2025 AIC - Dollar Cost Averaging: How Can Value Investors Approach This Strategy?
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