balance sheet ratios
20 Balance Sheet Ratios for Fundamental Analysis

We go through 20 must know balance sheet ratios.

Each one of these ratios should be in your arsenal for any fundamental analysis and interpretation.

Understand how topics like solvency ratios, Cash Conversion Cycle, and Debt-Equity ratios play a role in determining the health of a business.

Free download also available as a companion to the article.

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best free stock portfolio tracking spreadsheet
Best Free Stock Portfolio Tracking Spreadsheet

A comprehensive google spreadsheet to track your portfolio. Copy it to your account. Automatically pulls in stock prices along with useful charts to analyze your portfolio.

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changes in working capital, owner earnings and free cash flow
Changes in Working Capital, Owner Earnings and FCF

A breakdown of changes in working capital. How Buffett defines it and how to use it for valuation. Includes a free spreadsheet download to complement the article.

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cash flow ratios for investing
7 Cash Flow Ratios Every Investor Should Know

A list of ratios based on the cash flow statement that every value investor should know. Combine with the balance sheet ratios for power fundamental analysis.

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How to Value Stocks with Ben Graham Formula
How to Value Stocks with the Ben Graham Formula

Learn how to value stocks using a simple formula created by Ben Graham. A quick way to estimate the range of a stock for value investors using growth numbers. Download the companion Graham formula spreadsheet.

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does the magic formula work
Does the Magic Formula Work?

Joel Greenblatt created and wrote about the legendary Magic Formula. Here's our independent research to test verify whether the Magic Formula works in this day and age. The results will surprise you.

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How Warren Buffett interprets financial statements
How Warren Buffett Interprets Financial Statements

A guide to understand and interpret the financial statements. Discusses how Warren Buffett uses it to identify stocks and moats. Refer to the table at the end that summarizes the entire discussion.

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white chicken
Don’t Be A Chicken

A few years ago I went on a company due diligence trip with a friend of mine who manages a microcap fund. We spent the morning with management and the afternoon visiting a few of their customers.

At dinner that evening we replayed the day’s events. Towards the end of the discussion my friend says, “You know the thing I like most about this company is their customers would really be screwed without their product.”

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amazon-stock
Why Amazon is a Great Company AND Stock

Got a treat for you.
I’ve got you listed as a reader on the “A” list email club which means, I’m sending you extra value emails that I won’t be posting anywhere else or sending to the rest of the group.
Because you’ve shown that you appreciate my emails, I want to return the favor by giving you special goodies.

bruce-greenwald-profile
Columbia’s Bruce Greenwald: Are Corporate Profits Sustainable?

an interview with Bruce Greenwald who’s being interviewed by Michael Ricciardi, the CEO and Managing Partner of Mercury Capital Advisors. In this interview Bruce talks about why he doesn’t think that corporate profit margins will be reversing to the historical mean.

greenblatt-profile
Notes & Quotes – Wealthtrack: Greenblatt Talks Investing

When I see Joel Greenblatt, for some reason, he reminds me of Benjamin Graham. I don’t really know why, but I guess it’s something in the way he behaves and talks and the wisdom he shares. And I don’t really know how Graham himself much and what he looked like and the way he talked. I associate Greenblatt with Graham, let’s just leave it at that since it doesn’t really matter a lot.

book-open-flat
Old School Curated Links and News (Oct. 31st Edition)

Reading lists from the past week. Best articles and stories to build your investment knowledge. We focus on educational and value filled links. Not news or short term noise.

10-reflections-investor
Reflections on the Ten Attributes of Great Investors

What are the attributes required to succeed as an investor? We go through ten attirbutes based on Michael J. Mauboussin’s paper which you can apply yourself. Learn what traits you need to become an investing superstar.

calmainefoods_eggs
Why Cal-Maine Still Gets an “A” Grade

The scoring points I use to rate stocks.
Why Cal-Maine dropped from an “A” to a “C”, but still an “A” in my books.
Thoughts on Cal-Maine today and the future.


Free resources to discover

Download 3 free stock calculator spreadsheets following the methods we use for our DCF, Grahams Formula and DuPont Analysis.

Understand the value of a stock as well as a deeper dive into how ROE is calculated.

DOWNLOAD THE SPREADSHEETS

value stock screener pre-defined list

Enjoy our various list of value focused, free pre-defined stock screens.

Based on the ideas of Graham, Buffett, Greenblatt and other strategies.

Updated weekly.

GO TO FREE SCREENERS

value stock screener pre-defined list

A recommended reading list for anyone interested in fundamental analysis and value investing.

Each book is categorized into difficult.

VIEW THE BOOKS NOW

9 value investing blogs that we highly recommend.

Excellent quality with a focus on education.

SEE THE BEST BLOGS

If you are running low on ideas of want to jumpstart your idea brain, check out these sites.

We have collected the best sites that offer quality stock ideas without any sales or being pushy.

SEE STOCK IDEA SITES

From books, to websites, to podcasts, newsletters and more, we list the 60 best investing resources related to value investing you would be crazy to miss.

EXPLORE THE RESOURCES

Ready to try Old School Value?

TEST DRIVE THE DEMO TODAY
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