2018 Strategy Performance and Review

February 4, 2019 | Read Now

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?

Changes in Working Capital and Owner Earnings | The Complete Guide

February 1, 2019 | Read Now

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.

Long-Term Capital Management (LTCM) Applicable to Today’s Market

November 6, 2018 | Read Now

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)

Revealing My Action Score Stock and the Dilemma of Selling

October 23, 2018 | Read Now

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

3 Boring Companies Ready To Outperform

September 23, 2018 | Read Now

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.

WDC Popping on the Radar

September 19, 2018 | Read Now

Written by Jae Jun follow me on Facebook Twitter Some quick thoughts I’ve been having the past few days, I’ve […]

Do Value And Growth Stocks Exist?

September 9, 2018 | Read Now

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?

Don’t Buy Walmart

August 28, 2018 | Read Now

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.

Prof Aswath Damodaran on Valuation

July 19, 2018 | Read Now

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

Mohnish Pabrai’s Advice for Value Investors

July 17, 2018 | Read Now

What You’ll Learn

– Mohnish Pabrai’s value investing philosophy in 2018
– The evolution of the Dhando checklist
– Philanthropy & Pabrai’s strange investment choice

Ready to try Old School Value?