Intrinsic value is not enough in a world of macro uncertainty 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 […]
How to Build Portfolio Resilience When Macro Shocks Destroy Valuations Read More »
I used to think of CEFs as one of those financial products that exist, but I didn’t see a reason to ever consider buying one. Open-end mutual funds and stocks were all the rage, and later came the ETFs which immediately became very popular. If you’ve written off closed-end funds (CEFs) as outdated or opaque,
Discounts, Dividends, and Debt: The Three D’s of Profitable Closed-End Fund Investing Read More »
Mid cap stocks are often ignored. Large caps have a presence in almost every investor’s portfolios through index funds and Mag 7 or FAANG stocks. Small caps, especially small cap value is prized by sophisticated investors due to their high performance potential. Mid caps are often forgotten. The truth is, these mid caps grow up
8 Mid Cap Undervalued Stocks with Good Fundamentals – May 2025 Read More »
I have taken the 2 offerings on Substack, Premium and Founder’s Club, and rolled them into 1 and can now offer it to you for the price of just Premium. Here’s is what you get in the new Astute Investor’s Calculus Inner Circle: As you read this article on the website, look up at the
Introducing the “Inner Circle” – Your Ultimate Investment Membership Read More »
I am a small cap value investor, first and foremost. I know this space and I am very very good. When I buy a stock, I typically make money. This is a result of the deep research that goes behind the stock, and of course hours and hours of contemplation, going through scenarios and possibilities.
Introduction to Astute Investor’s Calculus Portfolios Read More »
The market may be irrational, but your portfolio doesn’t have to be. Most investors are just hoping for the best in every market cycle. You, on the other hand, can engineer a portfolio that adapts, hedges, and outperforms. This article shows you how to build a dynamic, globally diversified factor-based portfolio, using real ETFs like
How to Build a Factor Based Portfolio That Outperforms in Every Market Cycle Read More »
Gold isn’t just glitter anymore, it’s becoming strategy. Central banks are still battling the aftershocks of inflation, geopolitical tensions are mounting, and trust in fiat currencies continues to weaken, gold today has returned as a reliable portfolio anchor. Prices are rising, institutions are buying, and retail investors are finally catching on. But should you buy
Why Smart Investors Are Rushing to Invest in Gold ETFs? How You Can Do It Right? Read More »
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 »
