Old School Value Nugget Fest (Mar 13th Edition)

March 13, 2018 | Read Now

Plane rides are super uncomfortable but I enjoy it because it’s the occasional chance where there are no distractions.

No pinging, no buzzing, no email, no internet. Nothing. Great time to catch up on some reading while on the plane to Chicago this weekend. The book for this flight was “Good Stocks Cheap”.

Let me tell you what’s good about it.

Old School Value Nugget Fest (Mar 6th Edition)

March 6, 2018 | Read Now

You’d think that as you get older, you’ll get wiser and learn from your mistakes. Seems that line of thinking is also wrong and part of the problem. I look at the companies around me that I use daily, or think I know really well, and continually fail to invest in.

Tilson’s presentation (2nd link) really brought this to light. The irony is that the everyday people who aren’t looking to scrutinize every minor detail, are the ones who buy into great companies much earlier and better than most value investors. 🤔

How to Use the Cash Conversion Cycle to Analyze Stocks

March 5, 2018 | Read Now

What You’ll Learn

– What type of deep insight you get analyzing cash conversion cycles
– How to interpret and compare the CCC ratio
– The effect of negative cash conversion cycle
– Does the CCC affect stock prices?
– Analyzing COST vs WMT vs TGT vs BIG

Old School Value Nugget Fest (Feb 28th Edition)

February 28, 2018 | Read Now

Early in the year, I asked people what type of content they wanted to read from OSV. I’ve been getting back to my roots of writing more stuff again so I hope it’s the type of stuff you’ve been looking for!

For members, looks like there are still a lot of features and functions you didn’t know about, so these articles should also help with showing how to use it.

Old School Value Articles You May Have Missed…

Walmart is Not the Perfect Stock. So What?

February 26, 2018 | Read Now

What You’ll Learn
– Why the recent headlines are wrong
– What type of growth to expect from Walmart
– The fair value range for Walmart in its current state

Continue reading to learn more…

inventory analysis

How to Use Inventory Analysis to Predict Future Stock Returns

February 21, 2018 | Read Now

What You’ll Learn

– Why fundamental inventory analysis is important
– Why inventory is not all equal
– How to breakdown and analyze inventory

Continue to learn more…

Old School Value Nugget Fest (Feb 20th Edition)

February 20, 2018 | Read Now

Don’t miss these articles from OSV and around the web.
– An anti-capitalistic article complaining that Buffett’s investments in strong moat companies is a failure to America
– Ray Dalio’s huge bet against Europe
– How we can all learn something from this pig farmer.

The $1000 Portfolio Turn of Events

February 19, 2018 | Read Now

What You’ll Learn
– Update on the positions and current performance
– What’s been going on with the portfolio in early 2018
– A change of events in the portfolio

Old School Value Nugget Fest (Feb 14th Edition)

February 14, 2018 | Read Now

Did you manage to snap up anything these past couple of weeks? Headlines give out fake news of “biggest drops in history”, but as a percentage basis, it’s nowhere near the biggest. The past 2 weeks also revealed a lot about the majority of market participants. Here’s what I did.

Does Quality and Value Matter for Juniper Networks?

February 11, 2018 | Read Now

What You’ll Learn
– Whether Juniper Networks is worth buying
– What the Quality, Value and Growth factors show
– Why it’s important to not get stuck in the numbers

Continue reading…

Ready to try Old School Value?

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