Astute Investor's Calculus - Page 13 Of 16 - Build Enduring Wealth Through Value Investing In Small-Cap Stocks And Private Businesses With An Owner’s Mindset

How Smart Investors Use Market Cycles to Maximize Value Investing Profits

Leave a Comment / Value Investing / Shailesh Kumar, MBA / January 31, 2025

Why Market Cycles Matter in Value Investing The market moves in cycles, swinging between optimism and pessimism, creating opportunities for patient investors. While value investing focuses on identifying fundamentally strong businesses trading below intrinsic value, recognizing where we are in the cycle can help enhance returns and avoid value traps. Understanding cycles is particularly important […]

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[Inner Circle] $CE – This Stock Just Bottomed—Here’s Why the Next Move Could Be Explosive

Research / Shailesh Kumar, MBA / January 29, 2025

[This article was originally posted on January 29, 2025] Bank of America Sees Market Bottoming for This Chemical Giant in 2025 Bank of America upgraded this stock from Underperform to Buy on January 14, 2025. That’s a major shift—how often do you see analysts leapfrogging multiple rating levels in one go? Why the Sudden Upgrade? Let’s Look at the Facts

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Daily Investing News for Long-Term Investors – January 29, 2025

Leave a Comment / Market Insights / Shailesh Kumar, MBA / January 29, 2025

Welcome to your daily roundup of news stories and market updates tailored for long-term investors. Whether you focus on value investing, small-cap opportunities, dividend growth strategies, or building an income factory portfolio, we’ve got the latest developments to keep you informed and empowered. Let’s dive into today’s highlights. 1. Economic Outlook Update: 2. Earnings Report

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High-Yield Covered Call Funds: Unlocking Income Potential or Risky Gamble?

Leave a Comment / Income Investing / Shailesh Kumar, MBA / January 28, 2025

High-yield covered call funds are gaining popularity among income-focused investors. With the promise of steady cash flow and enhanced yields, they seem like an obvious choice for anyone looking to generate passive income. But do these funds truly deliver on their promise, or are there significant trade-offs hidden beneath the surface? This article considers how

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Using Earnings Yield as a Proxy for Value

Leave a Comment / Financial Ratios & Metrics / Shailesh Kumar, MBA / January 27, 2025

Value investing thrives on simplicity. Earnings yield is one of the most straightforward tools in a value investor’s toolkit—and one of the most effective. It makes the investment process clearer by showing you what kind of return you might expect based on the price you’re paying. Unlike complicated valuation models that can feel like solving

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Chapter 1: Introduction to Value Investing

Leave a Comment / Book Excerpts / Shailesh Kumar, MBA / January 25, 2025

Value investing is a disciplined investment approach focused on identifying stocks that are trading below their intrinsic value. This approach is grounded in the belief that markets are not always efficient, creating opportunities to purchase undervalued assets that have strong potential for long-term growth. You may have heard people saying that some information is priced-in

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Secure Your Financial Future: Create a Winning Investment Policy Statement

Leave a Comment / Portfolio Management / Shailesh Kumar, MBA / January 22, 2025

Introduction: Why Every Investor Needs an Investment Policy Statement How do you stay disciplined when markets are unpredictable? An Investment Policy Statement (IPS) serves as your financial roadmap. It guides your investment decisions and keeps you focused on long-term goals. This document provides a framework that helps you manage the emotional and strategic challenges of

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Earnings Reports for Stock Selection: A Value Investor’s Guide

Leave a Comment / Market Insights / Shailesh Kumar, MBA / January 19, 2025

Earnings reports are the cornerstone of sound investment decision-making for you as an investor. They offer a detailed view of a company’s financial performance, helping you decode the story behind the numbers. For a value investor like yourself, these reports are indispensable tools for identifying undervalued opportunities and avoiding costly mistakes. By scrutinizing earnings reports,

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Monthly vs Quarterly Dividends: A Strategic Guide for Income Investors

Leave a Comment / Income Investing / Shailesh Kumar, MBA / January 17, 2025

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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The Role of Financial Ratios in Identifying Value Stocks

Leave a Comment / Financial Ratios & Metrics / Shailesh Kumar, MBA / January 16, 2025

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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