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

October 18, 2017 | Read Now

So did anyone notice what the market did this week? I’m sure you did. Anyway, here are links that you can spend your time reading. Brain food for value investors.

Wesco Aircraft: Discarded Value in a Market of Increasing Risk and Uncertainty

October 17, 2017 | Read Now

Wesco Aircraft (WAIR) sparked my interest after ranking value attributes for a basket of over 3,000 companies. At first it was the large debt reduction since 2014. Then the aggressive and historical outsized insider buying over the past two months, mean reverting stock performance with a -44% 52-week price change near 52 week low.

Best of September Curated Investment Links

October 10, 2017 | Read Now

“Now with Sept. in the rearview mirror, investors are entering what has collectively been the best 3-mos period of the year for stocks over the last 20 years. Using the monthly seasonality of the Dow Jones Industrial Average over the last 20 years, the Dow has averaged a gain of 1.96% in Oct.
October has generally been considered the most volatile month of the year, but over the last 20 years, investors have seen positive stock market prices 7% of the time during this Halloween month.”

New OSV Online Goodies Waiting for You

October 3, 2017 | Read Now

Another month has flown and our bag of goodies continues to get bigger.

I’ll also share a sneak peek of what we working on, so keep reading.

Back in August, I shared what we added. This time around, we added the following…

My Detailed Notes to Moats and Competitive Advantages

September 25, 2017 | Read Now

What You’ll Learn

– Why moats matter
– What makes a moat and how it is created and widened
– What isn’t a moat and what does not add to moat
– PDF notes

Old School Curated Links and News (Sep 13th Edition)

September 13, 2017 | Read Now

Here is this week’s reading links. Enjoy  👍 Old School Value Articles You May Have Missed Xmas is Here Early. Buckets […]

Best of August Curated Investment Links

September 5, 2017 | Read Now

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.

August 31, 2017 | Read Now

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.


Distinguishing Between Earnings and Earning Power

August 21, 2017 | Read Now

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

August 17, 2017 | Read Now

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…

Ready to try Old School Value?

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