Value investing articles, screens and related topics
The Power of Economic Moats in Value Investing The first rule of investing is “do not lose money”. This speaks to the need for investors to make sure that the compounding of their investments proceeds in one direction only – up. While this is hard to ensure given the daily market noise, over a period […]
How to Use Economic Moats for Long-Term Investing Success Read More »
Small cap growth stocks are considered shooting stars. Some will pay out big, but most will lose you money. The reason of course is that many of these stocks are obscenely overvalued. But what if we screen for growth stocks that are also reasonably priced? This is the screen that Peter Lynch would have loved.
6 Small Cap Growth at Reasonable Value Stocks to Buy – Mar 2025 Read More »
You know that small cap value delivers exceptionally strong returns over long term. You also know that these stocks may need time to break out of their undervaluation and start delivering. You do not know how long this wait could be. Enter the small cap value stocks with dividends. Every quarter, the stock pays you
3 Best Small Cap Value Stocks with Growing Dividends – Mar 2025 Read More »
Looking to buy “Wonderful Companies at Fair Price” stocks like Warren Buffett does? These companies tend to possess certain moat and can form the core of your portfolio. You will likely hold these stocks for a very long term, and if you do, these stocks will take very good care of your portfolio. The Buffettology
Top 63 Large Cap Buffettology Stocks Feb 2025 Read More »
The US GAAP (Generally Accepted Accounting Principles) was created to match revenues with expenses, and standardize reporting across all companies in all industries and sectors, but often the results can be misleading. Additionally, it introduces opportunities for the management to “smoothen” things out to keep the Wall Street happy. As a result, investors end up
Earnings vs Free Cash Flow: What Really Matters? Read More »
Ultimately GARP amounts to a measure of quality that you can buy at a good price. As Buffett is fond of saying, try to buy wonderful businesses selling at a good price. This Growth at Reasonable Price screen considers the 5 year sales growth, operating income growth and earnings growth and filters for companies that
4 Mid Cap Growth at Reasonable Price Stocks – Feb 2025 Read More »
Investors have long debated why cheap stocks—those with low price-to-book (P/B), price-to-earnings (P/E), or price-to-cash flow (P/CF) ratios—tend to outperform over the long run. This persistent phenomenon, known as the value premium, has been a cornerstone of quantitative and fundamental investing for decades. But why does it exist? Is it a free lunch, or does
The Value Premium: Why Value Stocks Outperform Over the Long Run Read More »
Laying the Groundwork for a Winning Value Portfolio A well functioning highly performing value portfolio takes time and effort to built. It may seem daunting at first, but you can create processes and structures that will make the portfolio building and maintenance almost effortless. Here I lay out the ground work for a winning value
7 Steps to Build a Diversified Value Portfolio from Scratch Read More »
Why Stock Returns Aren’t Just About Market Risk A staple of business schools all across the country, Capital Asset Pricing Model, or CAPM, is traditionally considered a model sufficient to explain the stock returns. CAPM tends to paint all stock returns with a single brush – a function of market risk. You probably know the
The Fama and French 3 Factor Model – A Game Changer for Value Investors Read More »
As value investors, we invest in stocks selling at a discount to the intrinsic value, and expect the stock price to appreciate and approach the fair value which gives us a profit. By definition, we are looking for capital appreciation. Typically, income tends to be an after thought in this analysis. In fact, most value
How to Leverage Dividends in Value Investing Read More »
