Why Apple Is the Best Retail Stock According to this 15 Point Checklist

December 1, 2015 | Read Now

(This is a guest post. The author’s views are entirely his or her own and may not always reflect the views of Old School Value.) What You’ll Learn: A brief timeline of Apple’s entry into retail A qualitative look at why Apple is such a compelling investment How Apple passes Phil Fishers 15 point checklist Fundamental […]


Changes in Working Capital and Owner Earnings – The Complete Guide

November 19, 2015 | Read Now

What You Will Learn What the “change” REALLY means in change in working capital The difference between “working capital” and “change in working capital” How to calculate changes in working capital properly with examples How it is used in the owner earnings calculation with examples When a better tool (idea or approach) comes along, what […]


Achieving 16.7% Returns with the Value Score

November 16, 2015 | Read Now

The Quality Score produces 16.8% CAGR in the tests that I’ve performed for the upcoming “Action Score” that I’m implementing into Old School Value. Next is the Value Score. Here is the full table of results again. stocks are bought at the beginning of the year held for one year rebalanced after 1 year commissions and fees […]


Iconix Is Down 80% YTD and Looks Dirt Cheap

November 11, 2015 | Read Now

What You’ll Learn Iconix has fallen close to 80% YTD and is not worth $7 A look at the valuation of ICON using 4 different angles What a good entry price for ICON is   A picture is worth a thousand words. So much has happened that a quick recap of Iconix’s woes reveals how […]


Joel Greenblatt – The Magic Superinvestor

November 6, 2015 | Read Now

We are starting a series profiling superinvestors that have made a big impact in the value investing world. Isaac Newton once said that “If I have seen further than others, it is by standing upon the shoulders of giants.” I hope that through this series you’ll discover new superinvestors to learn from in order to further […]


Finding Quality Stocks with the New Old School Value Stock Ratings

November 2, 2015 | Read Now

The big project my team and I’ve been working on this year is the development of the web version for the OSV stock analyzer. Additionally, a vital piece that I always felt was missing with the current stock analyzer was the lack of a fundamental, value based, grading and ranking system. Not anymore. For close to 3 months, I’ve […]


5 Successful Qualities of Buffett, Graham, Munger and How to Acquire Them

October 21, 2015 | Read Now

Successful investors are not the smartest people on earth. Remember, it was Warren Buffett who said that; You don’t need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. However, there are certain characteristics that you need to have in order […]


Why Microsoft Is The New Apple, Except For The Valuation

October 15, 2015 | Read Now

What You Will Learn Why Microsoft’s strategic shift to combine software and hardware is working. How Microsoft is more expensive with higher expectations than Apple. My intrinsic value range for Microsoft. Here’s my full disclosure first so that you get an idea of where I’m coming from. I only have an old iPad 2 that […]


Is Gilead Sciences Worth $100 or Not?

October 12, 2015 | Read Now

What You Will Learn: How analyzing R&D can reveal a moat What insight you gain from Gross Profitability to Assets The intrinsic value range of Gilead Sciences (note: this article was originally written on Oct 1) One of the things I’m not good at is acting like I know everything. That’s the position I’m taking […]


2015 Q3 Value Performance Update and How I Value Markets

October 8, 2015 | Read Now

The final quarter. The home stretch. If you took advantage of the small market correction, great job because the market has “recovered” about 6% already. The last thing you should do is take advice from what you hear on TV or the radio because that’s where the peak of herd mentality exists. The talking heads […]

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