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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
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.

READ MORE
New York & Co.: Why You Need To Buy Deep Value

What You’ll Learn

– It’s not okay to copy Buffet at his stage of investing
– Why Munger thinks that there is opportunity in small companies.
– Valuation, Deep Discounts & Catalyst.

READ MORE
These 3 Stocks Have Richly Rewarded Shareholders

What You’ll Learn

– Sales growth is a key driver of long term stock performance.
– How to screen stocks for sales growth and profit.
– LOW, NVDA, ADBE are 3 stocks that meet the sales and profit criteria with a look at how it’s been achieved.

One Position Sizing Strategy for Long Term Success

What You’ll Learn
– A different way for value investors to look at position sizing.
– Misconceptions value investors have about traders and why it’s wrong
– Guidelines for position sizing to improve your investing strategy

6 Data Driven Reasons Why Micron Has 20% Upside

What You’ll Learn

– DRAM generates huge amounts of FCF.
– Fundamental metrics are pointing in the right direction with valuation multiples showing that MU is not expensive.
– Business risks exist with MU.
– Fair value from $58 to $75 with average fair value of $66.

Why This Is Not The Time To Buy Under Armour

What You’ll Learn

– Under Armour needs to improve performance and it has to be reflected in the financials first.
– Issues with inventory management. Quality factors are on the low end.
– Optimistic valuation is near current price.

The Yellowstone Factor: Minimizing Downside Risk

This is a summary of Mohnish Pabrai’s excellent take on the Yellowstone factor and how you can minimize downside risk.

Warren Buffett’s Words in 1974

What You’ll Learn
– What was Buffett saying in 1974?
– His simple tips to buy stocks

Let’s go back to 1974. The stock market had crashed from 1973 to the end of 1974 and an interview with Buffett was published in Forbes.
Here’s what 1973 to the end of 1974 looked like where the Dow crashed approx 45%.


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
This website uses a Hackadelic PlugIn, Hackadelic SEO Table Of Contents 1.7.3.