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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c score
The C-Score: How to Find Short Candidates

What You’ll Learn
– What is the C-Score and does it work?
– Who is cooking the books?
– How is the C-Score computed

In good times, few focus on such ‘mundane’ issues as earnings quality and footnotes. However, this lack of attention to ‘detail’ tends to come back and bite investors during bad times…

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patient investors
Deep Value Opportunity for Patient Investors

What You’ll Learn
– History and business of Pendrell
– Quick valuation target
– My reason for buying Pendrell

I’m starting with a warning.

Illiquid, closely held, de-registration (suspending SEC reporting), susceptible towards an unfriendly shareholder environment. The negatives are significant and is only suitable for patient long term investors.

But I’m embracing the words of Mohnish Pabrai’s, “Heads I Win, Tails I Don’t Lose Much”.

4 Books Warren Buffett Treasures

What You’ll Learn
– Why Warren Buffett loves these books
– Buffett’s road map to investing
– Ben and Dave’s teaching techniques

“My intellectual odyssey ended, however, when I met Ben and Dave, first through their writings and then in person. They laid out a roadmap for investing that I have now been following for 57 years. There’s been no reason to look for another.”—Warren Buffett

Old School Curated Links and News (May 16th Edition)

In case you haven’t noticed, I’ve been publishing more content on Old School Value. There are great blogs and authors that I am happy to share. You’ll continue to see more from these authors as well as my own articles.

During the weekend, I went and purchased a cigar butt.

How to Mature as an Investor

What You’ll Learn

– Whether it’s luck vs skill
– What they don’t teach in the classroom
– 5 ways you can boost your investing maturity

My first microcap investment fifteen years ago was a 15-bagger…

Bank of the Ozarks (OZRK): The Story of Intelligent Fanatic George Gleason

What You’ll Learn

– The signs of success in a microcap
– How Bank of Ozarks delivered 4,312% to shareholders
– Characteristics that shaped Bank of Ozarks

In March of 1979, George Gleason II became the owner/operator of a small Arkansas community bank in Ozark, Arkansas. Gleason’s background and how he purchased the bank was anything but ordinary. The 25 year old former attorney had zero banking experience and only $10,000, but was able to convince a Little Rock Arkansas bank to help finance the $3.6 million purchase of Bank of the Ozarks (OZRK).

The “Not So Smart” Enron Scandal

What you’ll learn:

– Why Wall Street missed the red flags at Enron
– Financial analysis guides to detect frauds
– Book recommendation by Warren Buffett

To get started, here’s a quick reminder of the Enron scandal…


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

Ready to try Old School Value?

TEST DRIVE THE DEMO TODAY
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