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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 […]

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[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

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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

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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

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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,

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Buying Below the Line: Leveraging the Intrinsic Value of Stock for Profits

Leave a Comment / Value Investing / Shailesh Kumar, MBA / November 20, 2024

As a value investor, you would like to buy a stock for less than it is worth. To be able to do this well, you first need to figure out what the stock is worth. This is the process of estimating the intrinsic value of stock. Estimating Intrinsic Value of Stock is an Art Learned

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[Inner Circle] $ACU – Acme United Stock Review

Research / Shailesh Kumar, MBA / November 17, 2024

[This article was originally published on Nov 17, 2024] If you have school-age kids, you have seen their products but probably don’t know the company that makes them. Today, we will review Acme United ACU -0.50%↓ in detail to determine whether it is attractive enough for our value portfolio. In this review, we will cover: A brief description

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Don’t Invest in Small Cap Value Stocks Until You Know These 10 Key Facts

Leave a Comment / Market Insights / Shailesh Kumar, MBA / November 15, 2024

Small cap value stocks can be highly profitable investments. I have been investing in small cap value stocks for over 25 years and have guided 100s of other investors through my newsletters. Most financial writers call investing in small cap value stocks risky. It is not. The risk-reward equation in this asset class actually favors

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Magic Formula Investing: A Proven Strategy for Finding Undervalued Stocks

Leave a Comment / Value Investing / Shailesh Kumar, MBA / November 13, 2024

Finding value stocks is hard, and it is getting harder now that so many more investors today are searching for them than ever before. Besides, time is always at a premium. Wouldn’t it be wonderful if there was a formula that would spit out profitable undervalued stocks with proven history of outperformance? Well, there is

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Master the 0DTE Strategy: Unlock Daily Income and Take Control of Market Volatility!

Leave a Comment / Income Investing / Shailesh Kumar, MBA / November 12, 2024

You may have come across the 0DTE strategy if you have considered selling out of money covered calls to generate income in your portfolio. 0DTE strategy also involves trading options, but the options you use expire on the same day. This offers unique opportunities as the time value of the options decays rapidly, and the

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