Value investing stock screens using many different valuation methodologies. The screening criteria can include traditional multiples based analysis, margin of safety calculations, Piotroski F-Score, Growth at Reasonable Price, Magic Formula, Graham Enterprising Investor, etc. New screens posted almost daily
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
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 »
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,
9 Great Small Cap Stocks with the Highest Piotroski F-Score of 9 – June 2025 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 »
Magic happens when discipline meets opportunity. And in the world of small-cap investing, few strategies have been as consistently intriguing, and polarizing, as Joel Greenblatt’s Magic Formula. By ranking stocks based on a combination of high return on capital and low valuation, the formula filters out the hype and shines a light on companies quietly
Top 10 Small Cap Magic Formula Stocks to Watch in May 2025 (High Returns, Low Prices) Read More »
Benjamin Graham defined what it means to be a value investor. The classic Grahamian value investing play relies on undervalued assets on the balance sheet, coupled with significant margin of safety. A dyed in the wool value investor patiently waits for Mr. Market to realize the correct value of these assets, and then reprice the
15 Mid Cap Value Stocks Graham Enterprising Investors will Love – May 2025 Read More »
Buffett taught us to seek quality at a reasonable price. He’s happy to sit tight with moaty giants compounding wealth over decades. Peter Lynch, on the other hand, made GARP investing his battlefield, tracking down fast growers that hadn’t yet captured Wall Street’s imagination. His legendary 13-year run at Fidelity’s Magellan Fund saw an annualized
9 Fast Growing Companies with Stocks You Can Buy at a Reasonable Price – May 2025 Read More »
If you’ve ever wondered what Warren Buffett might look for if he were screening stocks today, you’re in the right place. This stock screen is built directly from the principles laid out in the bestselling book Buffettology. The goal is simple: identify companies with the financial strength, profitability, and resilience that could make them worthy
54 Large Cap Stocks That Meet the Buffettology Criteria – April 2025 Read More »
Wonderful companies at fair prices has been Buffett’s mantra and this screen gives you that. These are large cap stocks that are selling at great price. They may not be undervalued in the classical sense, but these are quality companies with pedigree, and one can reasonably expect them to continue to grow and do well
54 Best Stocks to Buy Now Inspired by Buffettology (Large Cap, Mar 2025) Read More »
