7 Cash Flow Ratios Every Value Investor Should Know

April 24, 2017 | Read Now

When it comes to doing a liquidity or solvency analysis, using the cash flow statement and cash flow ratios is a much better indicator than using the balance sheet or income statement ratios.

Gross margins are important but it doesn’t tell you whether a company can survive or not.

The PE isn’t much help too.

Unfortunately, cash flow statement analysis gets pushed down to the bottom of the to do pile, but not here. Read on.

Old School Curated Links and News (April 18th Edition)

April 18, 2017 | Read Now

I can’t help but get excited when looking up cheap stocks.
With net nets, you associate it with Graham, don’t forget that Buffett was a prized student of Graham’s.

So it’s actually interesting to see a real example of Buffett’s Net Net Working Capital calculation to value Dempster Mill in 1961.
(see image below of how Buffett did it)

stock portfolio tracking spreadsheet

The Best Free Stock Portfolio Tracking Spreadsheet using Google Drive

A stock portfolio tracker using Google Drive with advanced functions than your average tracker. Get it for yourself.
A project that I’ve always had, was to improve on my stock portfolio tracking spreadsheets.

During this time, I’ve probably used 10 or so different portfolio trackers, but nothing met my needs. I don’t do complicated transactions, but still, nothing could really satisfy me.

But those four long years have passed, and I believe I finally have a version that will serve my needs and fulfill its purpose for a long time.

H&M – How to Analyze a Retail Fashion Company

April 17, 2017 | Read Now

The story of H&M goes back to 1947 when Erling Persson – father to Stefan Persson (Chariman of the Board) and grandfather of current CEO Karl-Johan Persson – opened the first store. Since then, H&M has grown and expanded its business internationally. At the end of its latest full fiscal year in 2015 it operated a total of 3,924 stores in 61 different markets around the globe with total sales of 181 billion (fiscal year 2015). As of 31 August 2016 the group had 4,135 of which 176 were franchise stores.

net nets overvalued market

How to Screen for Cheap Net Net Stocks in an Overvalued Market

April 12, 2017 | Read Now

Hot markets, cold markets, and everything in between.

Cheap net net stock will continue to exist.

The quality of net nets change depending on the market temperature, but they are there – like hobbits hiding in the roots of trees.

As I showed previously, one way to gauge market sentiment is to leverage the number of net nets existing at any one time.

A simple and very clear indicator of when a market is cheap and when it’s not.

Product News: Reverse Screener, Discount Rates, Comparisons and More

April 7, 2017 | Read Now

In our latest release, we’ve made impactful changes to the screener, DCF, competitor comparisons, performance, and more.

Here’s what we changed under the hood.

How to Leverage Ugly Net Nets to Time the Market

April 6, 2017 | Read Now

Investing in net nets was my bread and butter back in 2008-2010.

I call it the glory days.

Everything was so darn cheap, it was like taking candy from a baby. Not that I would know.

The glory days are long gone and I eagerly wait for the next.

I love net nets because they are easy to invest. It’s an objective approach to investing. You don’t have to think about a narrative or future earnings power. Barely have to do any complex valuation or what if analysis like what we do with EBIT multiples valuation.

Old School Curated Links and News (April 4th Edition)

April 3, 2017 | Read Now

One quarter down, 3 to go. Thanks to Hedgeye.com here’s a look at how different sectors have performed so far […]

Old School Curated Links and News (March 28th Edition)

March 28, 2017 | Read Now

Good news. NNWC and NCAV is now available via the OSV screener and included under “Valuation”. This bull market makes […]

value screens that beat the market

12 Premium Value Screens to Uncover Market Beating Stocks

March 22, 2017 | Read Now

Not long after I started old school value in late 2008, I started posting free stock screeners and published weekly stocks based on various value strategies.

They are still available for ideas, but we are outgrowing it fast, and over the past few years, they haven’t performed well.

With the introduction of our premium screener at OSV Online App, we’ve been busy adjusting and adding value screens to uncover market beating stocks.

Ready to try Old School Value?

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