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Education

Lesson on value investing

How much money do you need to retire

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The most important question that investors ask themselves is how much money do they need to retire. There are several things to consider, in order to answer this question. I will share those questions, and also share a rule of thumb that I have found helpful in my personal retirement planning.

Geometric or Arithmetic Average for Investing? (It Does Matter!)

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Geometric or Arithmetic Average for Investing? (It Does Matter!) Are you making crucial investment decisions based on incorrect calculations?

How to Backtest Stock Fundamentals Using Portfolio123

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Learn how to backtest stock fundamentals using Portfolio123 in this tutorial. Back test which fundamentals actually provide valuable information.

The Simple Math Behind Early Retirement

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It is important to understand the simple math behind early retirement. Your savings rate, and asset returns will determine how long it takes for you to retire. Minimizing taxes and investment costs results in more money compounding for you.

Asset Allocation: What, Why, and How?

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Asset Allocation is where investors make their biggest investing mistakes. Portfolio volatility is lowered by combining low or negatively correlated assets.

How Much Money Do You Need To Retire

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A common question I receive deals with the amount of money needed for retirement.

This amount varies depending to personal situations.

How much time does it take to manage my dividend portfolio

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The most common question or variation of a question I get concerns the amount of time to monitor my portfolio. This includes monitoring existing positions, and researching companies to invest in. As some readers found out at my post on 2015 goals, I strive to optimize my life as much as possible. I believe that synergies are possible between activities I do.

Market Capitalization Calculation Stock Valuation Formula

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What Does Market Capitalization Mean? How Do You Calculate the Formula? Why Should You Care?

5 New Books for Value Investors - July 2016

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Reading is very important for value investors. In fact, it is one of the 7 Key Tips to Value Investing. A great way to continually hone your investing strategies and pursue the greatest level of investing success is through frequently reading new literature. To that end, here's a list of 5 new books for value investors to consider adding to their reading list.

What is the Difference Between Dividend Growth Compounding Versus Interest Compounding?

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Interest compounding is a powerful financial concept, but dividend growth compounding multiplies the benefits of exponential growth.

Intrinsic Value and Its Relationship to Margin of Safety

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There is nothing more important than Intrinsic Value and Margin of Safety in Investing! The purpose of estimating intrinsic value is to take advantage of mis-priced assets. The variables of this calculation determine your margin of safety.

Mebane Faber Shareholder Yield Backtest

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Meb Faber Shareholder Yield equals Dividend yield + Buyback yield + Net debt repaid yield. Check out the backtest of this fundamental.

Perceived Risk vs. Real Risk: A Key to Successful Value Investing

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Value investing involves searching for investments where the perceived risk is greater than the real or actual risk. The most favorable investing environment is high perceived risk and low real risk. The least favorable investing environment is low perceived risk and high real risk.

Free Cash Flow to Enterprise Value Backtest – $50 Million Minimum Market Cap

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This is a revised version of the backtest on the free cash flow to enterprise value ratio backtest posted a few weeks ago. The free cash flow to enterprise value ratio is a rather sophisticated valuation ratio that should be a part of every value investors toolkit.

Valuing Ally Financial: A Framework

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Curious about bank valuation? Here is a short primer and case study.

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