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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
Nugget Fest

This was originally published on 1/4 to our OSV VIP newsletter subscribers. Subscribe now to get this right away! … One of the books I enjoyed this year, Thinking In Bets, by Annie Duke, encourages being process-oriented in your decision-making and evaluation of those decisions. Yet most investors care only about their outcomes — their returns — and little else. “Resulters blame execution and bad decisions for why certain strategies don’t pan out. They fail to recognize that their evaluation is based on outcomes. The execution was good if the sales person made the sale; the decision to play the hand […]

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Margin of Safety Saves the Day in a DCF Valuation of Harley-Davidson

I recently stumbled across an old discounted cash flow (DCF) model from mid-2006 that I built for Harley-Davidson (HOG, formerly HDI) […]

Old School Value Nugget Fest
Nugget Fest

This was originally sent to our OSV VIP newsletter on December 18th. Sign up for our newsletter to get this in […]

Piotroski F-Score Screening and Calculation to Beat the S&P500

The Piotroski F-Score has been the only positive screener that has consistently done well over time despite 2018 market conditions. […]

Old School Value Skyworks SWKS DCF
Not So High On Skyworks (SWKS)

There’s an elephant in the room, so I’m just going to talk about it. The market has been pretty wild […]

Case Study of a Net-Net Stock Explosion
Case Study of a Net Net Stock Explosion

What You’ll Learn

– Case study of a winning net net stock and why
– What does a company look like if it’s going through challenges
– When is it okay to favor an unfavored net net company?

Market Observations and 4 Stocks To Review

What You’ll Learn

– How to easily sort good or bad stocks using the OSV app
– How to double check the data


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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