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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Old School Value Nugget Fest (Feb 14th Edition)

Did you manage to snap up anything these past couple of weeks? Headlines give out fake news of “biggest drops in history”, but as a percentage basis, it’s nowhere near the biggest. The past 2 weeks also revealed a lot about the majority of market participants. Here’s what I did.

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Does Quality and Value Matter for Juniper Networks?

What You’ll Learn
– Whether Juniper Networks is worth buying
– What the Quality, Value and Growth factors show
– Why it’s important to not get stuck in the numbers

Continue reading…

Old School Value Nugget Fest (Feb 6th Edition)

My how quickly the market can change. Something we forgot about the market – that it also goes down. Are you focused on the price rather than value? I’m sticking with my strategy and I’m betting on Buffett that the US market will go up in 10 years time.

The 2018 Active Value Portfolio

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…

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.


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

Download a PDF of an independent study performed to validate and evaluate the performance of our Action Score Stock Grading and Valuation tool. Statiscal data with easy to understand explanations on how to interpret the data. See how the stock grading system works and leverage the work to pick winning stocks.

DOWNLOAD THE PAPER

Action Score Stock Grader Validation and Test

See how you can leverage the Old School Value stock grading and valuation tool to achieve market beating returns to generate a bigger portfolio. We disclose the 2016 performance and disclose how to piggyback our proven scoring and ratings system.

CHECK THE PERFORMANCE

Action Score Stock Grader Performance

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

Fatten Your Portfolio with Old School Value

FREE TO USE FOR AAPL, AMZN, MSFT
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