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 Curated Links and News (Sep 13th Edition)

Here is this week’s reading links. Enjoy  👍 Old School Value Articles You May Have Missed Xmas is Here Early. Buckets of OSV Online Upgrades. Details of the FIFO LIFO Inventory Valuation Methods How Companies Misuse Capitalizing of Expenses Tutorial on How to Quickly Detect Changes in the Footnotes What We’re Reading in the Media Howard Marks – Yet Again? (PDF) Ray Dalio: How to build a company where the best ideas win (Video) What CEOs had to say about the economy this week The death of reading is threatening the soul Did Buffett Kill Value Investing? About Old School Value […]

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Best of August Curated Investment Links

August 2017 has been a difficult time for so many in the US.

Hurricane Harvey destroyed Houston and thousands of families have to piece together what they have left and figure out how to restart.

My heart goes out to anyone impacted by this.

At Old School Value, we kicked butt in August. We pushed our latest update to Old School Value and we have already moved onto our end of year phase to make OSV even better.

Xmas is Here Early. Buckets of OSV Online Upgrades.

We run a very lean and tight shop at Old School Value and we conclude August with a bang.

We’ve got a long list of upgrades to share with you that you’ll be excited about.

Let’s go.

eps
Distinguishing Between Earnings and Earning Power

A few thoughts from Graham & Dodd and Marty Whitman about how to think about earnings and how it may differ from earning power.

“…the phrase “earning power” must imply a fairly confident expectation of certain future results. It is not sufficient to know what the past earnings have averaged, or even that they disclose a definite line of growth or decline.” ―Graham & Dodd, Security Analysis (6th Ed.)

Peter Lynch’s Final Checklist

In chapter 15―The Final Checklist―of the book One Up on Wall Street, Peter Lynch summarizes the things that you as an investor would like to know about stocks in each of the six categories, as follows. Here they are…

penman
Stephen Penman’s Accounting for Value – Accounting and Valuation Principles

What You’ll Learn
– Point summary of important principles from Stephen Penman’s Accounting for Value
– Accounting and valuation principles

portfolio calculation
How to Calculate Your Time Weighted Return Portfolio Performance

What You’ll Learn
– Why you should use Time Weighted Returns
– Portfolio performance examples and how to do it
– 2 different methods we use


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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