Unlike how 2018 ended, 2019 is off to a great start.
YTD, the S&P500 is up 6.3% as I write this. Compare that to December of 2018 when the market dropped 10% and ended the year close to -7%.
So how did the value strategies posted on Old School Value do?
Today is the day the dust on the topic of changes in working capital finally settles.
Read this page slowly, and download the worksheet to take with you because the whole topic of changes in working capital is very confusing. Spreadsheet includes examples, calculations and the full article.
It’s taken a lot of thought over many years to fully understand this idea of what the “change” in changes in working capital actually means and how it should be applied to valuation and financial analysis.
What You’ll Learn
– How to spot good quality stocks using OSV’s quality snapshot
– What are the red flags smart investors should watch out for (using TSLA as example)
What You’ll Learn
– What to do when stocks are trading above fair value
– My thought process about buying & selling based on the OSV action score
What You’ll Learn
– Boring companies are being offered at fair value, but they offer potential without the crazy risks that come with hot darling stocks that everyone is chasing.
– Downside is that growth of these companies are limited or slowing.
– Fundamentals are strong for these boring companies and they are positioned well to help a portfolio.
Written by Jae Jun follow me on Facebook Twitter Some quick thoughts I’ve been having the past few days, I’ve […]
What You’ll Learn
– The definitions of value and growth, according to Buffett.
– What is the quality, value, and growth system to analyze stocks?
– A look at some stocks in this market that show signs of value and growth.
– Do value and growth stocks exist?
What You’ll Learn
– We are suppliers to Walmart and can see unique ways in which Walmart generates extra revenue.
– Thoughts on whether Walmart really is catching up with Amazon and why Amazon is not a threat in brick and mortar.
– Updated valuation for Walmart shows it’s a hold.
What You’ll Learn
– The most egregious mistakes made by investment professionals
– Basic principles of the professors valuation and why pricing is different than valuation
– About founder-centric companies and copanies with great management
What You’ll Learn
– Mohnish Pabrai’s value investing philosophy in 2018
– The evolution of the Dhando checklist
– Philanthropy & Pabrai’s strange investment choice
We are driven to provide useful value investing information, advice, analysis, insights, resources, and education to busy value investors that make it faster and easier to pick money-making value stocks and manage their portfolio.