Value investing articles, screens and related topics
Cyclical stocks tend to be reliable profit generators in a value investor’s portfolio. Cycles exaggerate the valuations because they cause uncertainty in the market. So arguably, value investing should work very well. In practice, it can be hard to identify the right investment candidates and pick the right time to invest. We all know that […]
The 4 Phases of Cyclical Stocks: How to Identify Them and Profit Read More »
We had the first Yahoo Finance Community Meet-Up on Dec 12, 2025. Nathan Worden from Yahoo Finance hosted the discussion. I was joined with Marques Blank of Small Cap Newsroom and Sowmy VJ of Helix Research Ltd. We presented 3 stock theses during this discussion. These included GHC, OPXS and DG. It was a great
Yahoo Finance Community Panel – 3 Stock Presentations Read More »
The book Buffettology describes a screen that is similar to how Warren Buffett looks for stocks to buy. I have found this screen to be a good starting point and often offers stocks that we may otherwise miss from a stricter valuation oriented screen. Buffettology screen places a great deal of emphasis on the quality
18 Mid Cap Stocks that Fit the Buffettology Criteria – Dec 2025 Read More »
Growth is all the rage today and the markets are quite frothy. Never mind the extraordinary risk presented to us due to the government economic data blackout during the shutdown. One wonders how the market will react when the government reopens and the data starts flowing again. The was to handle this risk is to
5 Large Cap Stocks for GARP Investors – Oct 2025 Read More »
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
6 Small Cap Stocks with Deep Margin of Safety Read More »
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
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
Debt to Equity Ratio vs. Interest Coverage Ratio: Which One Deserves Your Trust? Read More »
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
The Hidden Edge of Cash Flow Forecasting for Value Investors Read More »
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
17 Large Cap Stocks to Invest in Right Now for Graham Enterprising Investors – Jun 2025 Read More »
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
