Value Investing

Value investing articles, screens and related topics

Margin of Safety Screen

6 Small Cap Stocks with Deep Margin of Safety

Margin of Safety is a core concept in value investing. This essentially tells you how much the stock price is discounted from the intrinsic (or fair) value. Margin of Safety serves two separate purposes. Given the importance of margin of safety in managing risk and estimating the target sell price, it is clear why stocks […]

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Graham Enterprising Investor stocks

13 Large Cap Stocks for Graham Enterprising Investors (Including Some Buffett Likes) – Aug 2025

Turns out that Ted and Todd at Berkshire Hathaway are enterprising investors in the Graham mold. The Graham Enterprising Investor screen relaxes the strict value investing criteria to include more growth orientation. For example, we are not merely looking to buy a dollar now for pennies, we are now open to paying a dollar today

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debt to equity vs interest coverage

Debt to Equity Ratio vs. Interest Coverage Ratio: Which One Deserves Your Trust?

When I look at a balance sheet, I am always interested in a business’ ability to pay its obligations. All companies will go through rough patches over their lifetimes. In as much as we want the business to grow and prosper, and the company to invest in its growth, if the balance sheet is not

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cash flow forecasting

The Hidden Edge of Cash Flow Forecasting for Value Investors

Value investing is much simpler with asset plays where you are not interested in the operating business, you just evaluate the balance sheet. For most other investments, you will need to consider earnings, quality of earnings and earnings growth. You already know the power of margin of safety, intrinsic value, and contrarian patience. But what

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graham enterprising investor Stocks to Invest in Right Now

17 Large Cap Stocks to Invest in Right Now for Graham Enterprising Investors – Jun 2025

Risk averse investors buy classic defensive value plays, but if you are an enterprising investor willing to take a little more risk, Benjamin Graham suggested adding a little bit of growth in the mix when searching for candidates. The Graham Enterprising Investor screens for underpriced stocks with a history of earnings growth. Additional filters include

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best investment strategy

Why Small Cap Value Is the Best Investment Strategy (Even If Wall Street Keeps Ignoring It)

You’ve heard the arguments for growth stocks, index funds, crypto, and real estate. But what if the strategy with the strongest long-term performance has been hiding in the shadows, ignored by Wall Street, misunderstood by most investors, and dismissed because it lacks sex appeal? This isn’t a theory. It’s a fact supported by nearly a

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Great Small Cap Stocks with the Highest Piotroski F-Score

9 Great Small Cap Stocks with the Highest Piotroski F-Score of 9 – June 2025

Piotroski F-Score is a composite metric that measures the financial strength of a company. Research shows that a high Piotroski F-Score of 8 or 9, coupled with cheap valuation, can return on average of 7.5% above the market. This is one way to find value without it being a value trap. For this particular screen,

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Contrarian Capitalist Podcast

Check Out My Podcast Appearance on The Contrarian Capitalist Show

It was a great pleasure to be a guest on The Contrarian Capitalist podcast. It was a great discussion and we covered a wide array of topics including my stock selection process, risk management, investment philosophy and more. If you are interested in understanding how a professional value investor goes about the business of makin

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cheap stocks

8 Mid Cap Undervalued Stocks with Good Fundamentals – May 2025

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

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stock catalysts

What Makes a Deep Value Stock Go Up? 4 Catalysts Every Investor Should Watch

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

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25 Years of Finding Hidden Winners

I’ve spent over two decades uncovering small, overlooked companies before Wall Street catches on. These underfollowed stocks have gone on to create lasting wealth for disciplined value investors.

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