Value investing articles, screens and related topics
There is more than one way to be a value investor. The classic value investor is someone like Benjamin Graham, often heralded as the father of the craft, who seeks to invest in companies whose shares are trading at a discount to intrinsic value. Intrinsic value is just another way of referring to a company’s […]
Distressed Debt Investing: Using Debt Instruments for Value Investing Read More »
Investors are constantly reminded that the markets are efficient and there is no use trying to beat the market as it cannot be done on a consistent basis. In fact, we are told that over 70% of the mutual funds fail to beat the market, presenting this as evidence to somehow imply, in some convoluted
Why the Efficient Market Hypothesis Breaks Down, and Where Smart Investors Still Win Read More »
Checklist investing is a simple process with tremendous benefits. Checklists can protect you from yourself and propel you towards investment success. Atul Gawande is known for writing The Checklist Manifesto – a book where he describes how checklists protect us from our cognitive biases. In 2001, a doctor working at John Hopkins Hospital, Peter Provonost, wanted to
How Checklist Investing Helps You Invest Better? Read More »
Have you ever met an 11-year-old shareholder? That’s what Warren Buffett’s life was about at that age. At the tender age of eleven, the boy who would go on to become the Oracle of Omaha was already fiddling around in the stock market, having bought a few shares of Cities Service. Today, Buffett is one
Evolution of Warren Buffett in 3 Stages Read More »
Small cap stocks generally have a liquidity problem. This is one of the reasons why most investors stay away from small cap stocks. This is also one of the reasons why good undervalued stocks are easier to find in this asset class. The market for highly liquid stocks is also normally highly efficient. The price
Low Liquidity is Not the Problem You Think in Small Cap Stocks Read More »
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 »
