Astute Investor's Calculus - Page 14 Of 16 - Build Enduring Wealth Through Value Investing In Small-Cap Stocks And Private Businesses With An Owner’s Mindset

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, […]

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

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

Monthly vs Quarterly Dividends: A Strategic Guide for Income Investors Read More »

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

The Role of Financial Ratios in Identifying Value Stocks Read More »

What Is an Income Factory? Transforming Investments Into a Cash Flow Machine

Leave a Comment / Income Factory / Shailesh Kumar, MBA / January 14, 2025

The idea of earning steady, reliable income from investments is incredibly appealing. After all, who wouldn’t want a strategy that keeps the cash flowing even during uncertain times? Imagine an approach where your investments work like a factory, steadily producing cash flow even in volatile markets. This is the essence of an Income Factory—a concept

What Is an Income Factory? Transforming Investments Into a Cash Flow Machine Read More »

Building Generational Wealth: Lessons from the Investing Pros

Leave a Comment / Value Investing / Shailesh Kumar, MBA / January 14, 2025

Building wealth that spans generations often involves studying those who have done it successfully. Families like the Rockefellers, who grew their fortune through oil and investments, and the Waltons, who leveraged Walmart’s massive success, provide valuable lessons. Notably, many of these families built their wealth through strategic investing—from equities to real estate—showcasing the enduring power

Building Generational Wealth: Lessons from the Investing Pros Read More »

Stock Rover Review: A Value Investor’s Workflow and Portfolio Management Guide

Leave a Comment / Resources / Shailesh Kumar, MBA / December 14, 2024

Stock Rover is a full-fledged investment platform that allows you to manage every aspect of your long-term investment strategy, except for the actual transactions. At first, you may think this type of software is unnecessary – almost all brokerages have some screening capabilities and many also provide research reports. But if you are a self-directed

Stock Rover Review: A Value Investor’s Workflow and Portfolio Management Guide Read More »

[Inner Circle] $INVE – This Company has Enough Cash to Buyback ALL of its Stock. And Still have Money Left Over

Research / Shailesh Kumar, MBA / December 8, 2024

[This article was originally published on Dec 8, 2024] At first glance, you see nothing more than a mediocre company struggling to make a profit and in search of direction. Run any of the typical value screens based on earnings or profits, and you will immediately discard this stock from your watchlist. Indeed, many investors

To access this post, you must purchase Inner Circle Membership – 1 Year Access.

[Inner Circle] $INVE – This Company has Enough Cash to Buyback ALL of its Stock. And Still have Money Left Over Read More »

Diversification in Investing: Is It a Free Lunch? A Value Investor’s Guide

Leave a Comment / Portfolio Management / Shailesh Kumar, MBA / December 3, 2024

Harry Markowitz said this about diversification in investing: Diversification is the only free lunch in investing. As I write this towards the end of 2024, we have seen a number of years where a very select group of stocks has dominated the market returns. The Magnificent 7 stocks, for example, contribute to a large chunk

Diversification in Investing: Is It a Free Lunch? A Value Investor’s Guide Read More »

The Chowder Rule: A Handy Shortcut for Dividend Growth Investors (But Not a Perfect Formula)

Leave a Comment / Income Investing / Shailesh Kumar, MBA / November 29, 2024

As a dividend growth investor, you are often caught trying to balance yield and growth. Is Stock A yielding 3% with 10% dividend growth rate better than Stock B yielding 2% but 15% dividend growth rate? Figuring this out seems like a complex process, shifting through various growing income streams and then figuring out which

The Chowder Rule: A Handy Shortcut for Dividend Growth Investors (But Not a Perfect Formula) Read More »

Net Net Stocks: The Hidden Weapon Every Deep Value Investor Needs

Leave a Comment / Value Investing / Shailesh Kumar, MBA / November 23, 2024

Imagine finding a company that is so undervalued that you can buy it for less than what it can fetch in a liquidation! Your worst case scenario is that the company is closed down, and you still make money. These are the net-net stocks and these are every value investor’s fantasy. Popularized by Benjamin Graham,

Net Net Stocks: The Hidden Weapon Every Deep Value Investor Needs Read More »

Unlock Exclusive Investing Insights – Free!