You’ve probably heard that value investing is a waiting game. But every once in a while, something shifts. A spark ignites. And a stock that’s been sitting under its intrinsic value for months or years suddenly takes off. If you’ve ever owned a net-net stock trading for less than cash and wondered what would finally […]
What Makes a Deep Value Stock Go Up? 4 Catalysts Every Investor Should Watch Read More »
In value investing, we spend a great deal of time looking at valuations, moats, and financial statements to uncover opportunities the market has missed. But while many investors focus on P/E ratios or book value discounts, there’s another class of indicators that often go underappreciated: signals that expose the true operating health of a business.
Accounts Receivable Turnover: The Hidden Metric That Separates Quality from Value Traps Read More »
Most investors think the Kelly Criterion belongs on the blackjack table or in some Ivy League quant’s toolkit. They assume it’s a mathematical toy, not something a grounded, long-term value investor should take seriously. That’s a mistake. Because when used correctly, Kelly sizing can sharpen your capital allocation like a scalpel. In my own small-cap
The Kelly Criterion Isn’t Just for Gamblers. It’s for Serious Value Investors Read More »
Looking for dividend stocks with serious growth credentials? This screen might be your new favorite tool. We’ve filtered the universe of small-cap stocks to find the rare breed that offers not just income, but rising income. Each of the 12 companies on this list pays a dividend yielding between 1.5% and 3.75%. Respectable, but not
12 Top Dividend Growth Stocks for Small-Cap Investors Who Want Compounding and Upside Read More »
Why GARP Deserves a Spot in Your Portfolio Every seasoned investor eventually faces the dilemma: should you chase growth or hunt for value? The truth is, you don’t have to choose. The “growth at reasonable price” strategy, or GARP, blends the best of both. In a market where traditional value has struggled and pure growth
Growth at Reasonable Price: The Value Investor’s Secret to Outsized Returns Read More »
As a long term investor, you know that that some numbers are more important than others to find out which company deserves your investment dollars. Profitability Ratios tell you whether the business is running efficiently and creating value for the shareholders, or is eroding value over time investing in bad projects one after another. Earnings
The Profitability Ratios Every Serious Investor Should Master Read More »
Magic happens when discipline meets opportunity. And in the world of small-cap investing, few strategies have been as consistently intriguing, and polarizing, as Joel Greenblatt’s Magic Formula. By ranking stocks based on a combination of high return on capital and low valuation, the formula filters out the hype and shines a light on companies quietly
Top 10 Small Cap Magic Formula Stocks to Watch in May 2025 (High Returns, Low Prices) Read More »
The Growth Trap No One Warns You About Scaling a small business sounds like the dream, until it starts to feel like a trap. Revenue is up, orders are flying in, and suddenly, every fire ends up at your desk. What should be a victory lap feels more like an endless treadmill. For investors who
From Operator to Owner: Scaling Without Losing Control Read More »
Don’t Risk Your Retirement on the Wrong Yield Strategy As an income investor, you want to maximize your income. But more than that, you want a reliable and consistent income stream. As interest rates fluctuate and market volatility threatens your income stream, choosing between preferred stock ETFs and traditional dividend ETFs becomes more than just
Building a Safer Income Stream: Preferred Stock ETFs vs. Dividend ETFs Read More »
CAPM Keeps You Average. Value Investing Makes You Wealthy. Most investors unknowingly handicap their potential by relying on models designed to reward conformity. The Capital Asset Pricing Model (CAPM) may work well if your goal is to match the market, but it does little for those aiming to outperform it. In fact, it’s built on
The Myth of Efficient Markets: Why CAPM Is the Perfect Tool for Herds, Not Outliers Read More »
