INVEST1000: This is the $1000 Portfolio

July 18, 2017 | Read Now

What You’ll Learn
– How to create a shortlist of stocks
– How to keep tabs of your stock
– How to do quick valuations
– The INVEST1000 portfolio revealed
– How to avoid “torpedoes” that can sink your portfolio


INVEST1000: How to Pick Stocks with $1000

July 10, 2017 | Read Now

What You’ll Learn
– How to read and interpret the scores and value metrics you see
– Would you choose Gamestop (GME) or Facebook (FB)?
– What brokerage will be used to buy the portfolio
– Tips to selecting the best stocks to invest $1000


Introducing the INVEST1000 Case Study and Our Brave Hero

July 3, 2017 | Read Now

In order to show you how the Action Score is used and how a portfolio is constructed, INVEST1000 is a case study following the progress of how $1,000 will grow.
It’s a small amount and there are some challenges involved, but the kicker is that this $1,000 is not mine.
A new member has taken upon himself to start small and see how it goes.

We’ll be documenting and tracking, from start to finish, how the portfolio is created by going through the process I take in shortlisting candidates.


wise words

Wise Words from Seth Klarman and Howard Marks

June 30, 2017 | Read Now

Heads up that starting on Monday, I’ll be starting our series on the INVEST1000 case study.

I’ll be going over the details of the project and introduce our case study hero, brave enough to disclose his thoughts throughout the whole process.

For this week’s VIP email, I wanted to share one of my all-time favorite articles.


Top 15 Books on Every Investment Professionals Reading List

June 27, 2017 | Read Now

Written by Jae Jun follow me on Facebook Twitter The folks at SumZero, listed the top 15 books favorited by […]


amazon buys whole foods

3 Opportunities from Amazon’s Whole Foods Buyout

June 21, 2017 | Read Now

A few years back in 2014, I started buying Whole Foods with my initial intrinsic value target between $38-$50.

I then adjusted it down in 2016 to $32 – $36.

Amazon’s acquisition price of Whole Foods is $42.

Few thoughts…


my 2017 action score portfolio

Revealing My 2017 Action Score Portfolio and Why I’m Selling

June 5, 2017 | Read Now

What You’ll Learn
– Why I’m selling my outperforming Action Score portfolio
– The Action Score picks I bought in 2017
– How I chose my portfolio and how you can too

It’s the first time in many years where I’m revealing my live money portfolio.

More importantly, this is my market beating 2017 Action Score portfolio…


3 Magic Formula Stocks Ready to Move Up

May 30, 2017 | Read Now

What You’ll Learn

The Basics of the Magic Formula
How I get Magic Formula Stock Ideas
3 Magic Formula Stocks to Consider

Most business schools ignore value investing, focusing more on the efficient market model and all the math that goes along with that. – Joel Greenblatt
Do what everyone else does and you’ll just get the same results.
But does the Magic Formula really work?


Old School Curated Links and News (May 16th Edition)

May 16, 2017 | Read Now

In case you haven’t noticed, I’ve been publishing more content on Old School Value. There are great blogs and authors that I am happy to share. You’ll continue to see more from these authors as well as my own articles.

During the weekend, I went and purchased a cigar butt.


How To Make Money With Cheap Stocks Like InfoSonics

May 2, 2017 | Read Now

What You’ll Learn:

– Whether InfoSonics is a buy
– How Buffett calculated net nets
– Graham Net Net checklist review and how to find cheap stocks

Currently IFON is sitting at a market cap of $9M.
The important question to answer is whether IFON is cheap enough to buy after the 15% drop. I’ll work through the company and numbers and you’ll get my answer at the bottom.

Ready to try Old School Value?
TEST DRIVE THE DEMO TODAY