Value Investing Case Studies Master List Some time ago I listed a master list of case studies going back 5 years. This included 26 different investments we undertook starting 2011. This 188 page value investing case studies pdf can be downloaded from here. Check out the above value investing case studies. Questions are welcome. More… [Read More]
Value Investing Tips and Articles
Value investing is an investment strategy popularized by Ben Graham and has proved to be a superior investment strategy over long investment horizons. We all like to buy products and services on sale - value investing just extends the concept to buying and selling stocks. It tends to simplify the investment process by eliminating confusing and generally useless concepts often part of the advanced financial and management academic programs. The success as a value investor arises from understanding the business and also by staying disciplined. Therefore, value investing is as much a financial concept as it is a change in investor behavior.
The articles below explain the concept of value investing, tips and tricks including articles aimed at beginner and advanced investors. Many of the concepts presented here are result of the evolution of value investing practice over time. Original value investing research and strategies are also posted here.
For additional in-depth coverage of value investment strategies and topics please view our value investing guide
When it comes to investing, the key for most people to make money is to avoid as much risk as possible. In order to accomplish this, it’s best that all investors decide to diversify their portfolios in all possible ways. However, while it may sound simple, diversification is anything but that. However, by following a… [Read More]
At Value Stock Guide Premium, we have made over 25 investments in the last 5 years that we have completed a round trip on. This means, these investments were made, and then ultimately we exited the stock in question. I have collected the original research that was part of the recommendation for every round trip… [Read More]
Anyone who has ever tried to value a company has used some rules of thumb when conducting the financial ratio analysis. For me personally, these form a base upon which various screens and shortlists are structured. Looking for undervalued stocks can at times feel link looking for a needle in a haystack, and these rules… [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… [Read More]
In 1939, Sir John Templeton borrowed $10,000 and used it to invest $100 in every stock listed on NYSE selling for under $1. In all, he purchased 104 different stocks. No regard was paid to the quality of the business, profits, etc. In fact, 37 out of these 104 companies were already in bankruptcy. 3… [Read More]
Earlier I explored reasons why value investing beats growth investing over a long term. The article was based on the data from the US stock market going back many decades. In this day and age when investors often invest in global stocks either through ADRs or via global funds or ETFs, we still need to… [Read More]
I have followed Guy Spier for many years, ever since he and Mohnish Pabrai plunked down $650,100 in an auction for lunch with Warren Buffett. So when the publisher palgrave macmillan wanted to send me a review copy of his book “The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment”,… [Read More]
Most would be value investors understand the principles of value investing but falter in the practice. The reason often does not lie in what you know, but more in how you handle your portfolio. The basic precepts are simple – buy a stock if the cost is below the value of the business reflected by… [Read More]
As a value investor, two key decisions make or break your investment success. You have to know when to buy a stock. You also have to pick the right time to sell the stocks you own. Both these decisions can be fraught with self doubt if you still seek validation from the market behavior to… [Read More]