What You’ll Learn
– Updated rules for this year’s portfolio
– A look at what the original 2018 portfolio would have been
– The updated 2018 portfolio starting Feb 1
Are you ready to see the 2018 list? Then read on…
The 2018 Active Value Portfolio
Old School Value Nugget Fest (Jan 30th Edition)
Fantastic updates and reads for you this week.
Wide reading material that will make you think and question things you’ve believed.
I’ve highlighted 3 articles this week. To read what they are click the link and continue reading.
2017 OSV Action Score Portfolio Performance
What You’ll Learn
– How my hand picked model 2017 Action Score portfolio fared
– Mistakes I made and lessons learned
– What I’ll be doing differently
Do You Follow These Rules to Succeed in the Stock Market?
One of my favorite speeches that I end up reading every year is by Mark Sellers speech at Harvard Business school.
He points out that the probability of being a great investor is in the low single digits. Think 2%.
But he goes on to point out 7 traits which I’ve converted into rules as opposed to calling them traits.
Traits are supposed to be ingrained – like how an old dog can’t learn new tricks. It makes it sound like you can’t become better. You are who you are.
But here’s my version of converting the traits to rules so that it can be applied by anyone.
2017 Free Value Strategies Results – What Worked and What Didn’t?
What You Will Learn
– 2017 Performance of our free value stock screens
– What is working and what isn’t
– Is value investing out of favor?
– What’s happening to the free screens going forward
Best of Old School Value 2017
2017 marks the end of the 10th year since Old School Value was born. It’s a labor of love and it’s a blessing to be able to do what I love daily and hopefully for the next 10, 20, 50 years to come.
Now, if you are like me and can’t remember what happened this year, here’s a quick refresher.
Discount Rates for Value Investors
What You’ll Learn
– The difference between an investors discount rate analysis and corp finance discount rates
– How to choose a discount rate
– How to apply discount rates as a stock investor
– Rules of Thumb for deciding on discount rates
Do Cheap Stocks Still Exist?
I haven’t been looking for cheap stocks lately, but this shows they are out there. A 70% return in a couple of months means there are always pockets of value you can take advantage of before the market catches on.
How about we use the same idea and see what else is out there?
Best of November Curated Investment Links
December is upon us. So here’s the best curated links and news for November. Plus, stocks that performed well, and stocks that outperformed.
4 Years and 500% Later. Revisiting Gravity Co (GRVY).
A look back at my initial investment in Gravity (GRVY), where it is today and what happened inbetween.
YTD GRVY is up 624%, but let’s get into the bigger details of whether it’s sustainable and legit.
