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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INVEST1000: This is the $1000 Portfolio

What You’ll Learn
– How to create a shortlist of stocks
– How to keep tabs of your stock
– How to do quick valuations
– The INVEST1000 portfolio revealed
– How to avoid “torpedoes” that can sink your portfolio

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Old School Curated Links and News (July 17th Edition)

Welcome to this week’s linkfest.

Tomorrow, I’ll be posting the 2nd part of INVEST1000.

The portfolio has been bought and is being tracked. I’ll share each stock as well as open the spreadsheet being used to track all transactions.

pat trans
A Forgotten Undervalued Spin-off

What You’ll Learn
– Why this company is a value outlier
– Past performance and numbers
– Why I think this company is undervalued

VAALCO opportunity
This Ugly and Ignored Stock is an Undervalued Opportunity

What You’ll Learn
– Criteria I used to find VAALCO
– VAALCO performance and numbers
– Why I think there is an opportunity with VAALCO

INVEST1000: How to Pick Stocks with $1000

What You’ll Learn
– How to read and interpret the scores and value metrics you see
– Would you choose Gamestop (GME) or Facebook (FB)?
– What brokerage will be used to buy the portfolio
– Tips to selecting the best stocks to invest $1000

Introducing the INVEST1000 Case Study and Our Brave Hero

In order to show you how the Action Score is used and how a portfolio is constructed, INVEST1000 is a case study following the progress of how $1,000 will grow.
It’s a small amount and there are some challenges involved, but the kicker is that this $1,000 is not mine.
A new member has taken upon himself to start small and see how it goes.

We’ll be documenting and tracking, from start to finish, how the portfolio is created by going through the process I take in shortlisting candidates.

wise words
Wise Words from Seth Klarman and Howard Marks

Heads up that starting on Monday, I’ll be starting our series on the INVEST1000 case study.

I’ll be going over the details of the project and introduce our case study hero, brave enough to disclose his thoughts throughout the whole process.

For this week’s VIP email, I wanted to share one of my all-time favorite articles.


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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