Education | Value Investing News

Education

Lesson on value investing

9 New Year’s Resolution for Value Investors in 2016

Rating: 
Average: 5 (1 vote)

These 9 New Year’s Resolutions for 2016 are the foundation of being an Intelligent Investor

How Do You Calculate Operating Cash Flow?

Rating: 
Average: 5 (1 vote)

The operating cash flow calculation provides the analyst the most important metric for evaluating the health of a company’s core business operations.

Scandals & Super Returns - A Primer

Rating: 
No votes yet

While recently embarking on a deep dive research project/paper on solvable, one-time corporate scandals which have shaken enterprises throughout history to their very core and the long-term result of investing in said businesses during such traumatic times in their respective histories; a most relevant and timely case study surfaced:

International Evidence for The Acquirer’s Multiple Investment Strategy

Rating: 
5
Average: 5 (2 votes)

The paper, published in the Journal of Financial and Quantitative Analysis, confirms the U.S. evidence that cheap enterprise multiple stock outperform expensive enterprise multiple stocks by about 1 percent per month. And it works just as well whether the markets are developed or emerging, and in stocks small and large.

Dividend Growth Investing Advantages

Rating: 
Average: 5 (1 vote)

Dividend Growth Investing - Why?

How to Estimate a Growth Rate for Stocks

Rating: 
Average: 5 (1 vote)

In any valuation of common stock, estimating the growth rate is a key factor. It seems that every possible formula for determining a company's intrinsic value relies heavily on a growth variable. As such, intelligent investors must place great emphasis on utilizing an effective and reliable method of estimating growth.

In this article we will explore various approaches to estimating growth, providing examples of each, and then explain the ModernGraham approach to the problem of growth rates.

Price and Value: Know the Difference

Rating: 
No votes yet

The key to being a successful investor is to know the difference, and understand the relationship, between price and value.

We Don’t Have To Be Smarter Than The Rest. We Have To Be More Disciplined Than The Rest!

Return on Invested Capital (ROIC) Backtest

Rating: 
No votes yet

The Return on Invested Capital (ROIC) ratio is a very popular measure of company “quality” among value investors. The top 20 percent of stocks sorted by Return on Invested Capital (ROIC) was found to just underperform the benchmark, the S&P 500 equal weight index.

An Incomplete Guide to Key Performance Indicators

Rating: 
No votes yet

Got some specialized business sector specific knowledge? Help me make this better.

Measuring the Moat – Part 1

Rating: 
Average: 5 (1 vote)
  • If you can identify which companies have sustainable economic moats, you'll pay up for only companies that are really worth it.
  • The dark area is the aggregate economic value generated by each company, and you can see how much larger it is for the company that has a moat.
  • Think about Coca-Cola's disastrous launches of New Coke years ago - it was a complete flop that cost the company a lot of money, but because Coca-Cola could fall back on its core brand, the mistake did not kill the company.

The Most Important Thing by Howard Marks

Rating: 
5
Average: 5 (2 votes)

The Best Value Portfolio Management Book Ever Written?

Screencast Video: How To Look Up Company Filings with EDGAR

Rating: 
Average: 5 (1 vote)

This screen-cast tutorial shows you how to look up annual reports (10-K) and quarterly reports (10-Q) for companies using the SEC EDGAR search tool. If you are a new investor, you definitely want to learn how to find these essential documents for the companies you are researching. More experienced investors may find this tutorial helpful in highlighting some of the SEC EDGAR features you are not currently fully utilizing.

Piotroski F-Score Backtest

Rating: 
4
Average: 4 (3 votes)

Fat Pitch Financials conducted an extensive backtest on the performance of the Piotroski F-Score from 2000 though the end of 2014. Check out the results.

Pages

Subscribe to RSS - Education