Some good reads this week. My favorites were the ones on Buffett’s hurdle rate and the two in the “Company & Strategy” section. Check it out.
The Value Investing Blog of Old School Value
Old School Value Nugget Fest (Nov 7th Edition)
This week we have a lesson on progress while preparing for opportunity, accounting shenanigans, investor lessons from gamblers & the video podcast of the week is about practical quant.
Product Quality-Based Switching Costs Alone Are Not Enough
I had an interesting email exchange with a reader this week about switching costs that I think warrants a blog […]
Old School Value Nugget Fest (Oct 31st Edition)
Belated Happy Halloween! This week’s links are about Quantitative analysis in investing. Another shift towards value investing? Evolve or die! And a look at Domino’s Pizza’s global strategy.
Quantitative Stock Value Trap Analysis
Analyzing stock value traps is a highly qualitative process you need to do before you make an investment. But there […]
Old School Value Nugget Fest (Oct 24th Edition)
October 24 links with articles about growth and value investing, more knowledge from Peter Lynch, opinion of quant strategists and the podcast of the week.
Old School Value Nugget Fest (Oct 17th Edition)
Read Mike’s introduction because this week we have links to articles that dive deep into topics we think everyone really should stay abreast of.
Old School Value Nugget Fest (October 9th Edition)
Fewer but longer articles in this week’s nugget fest. They’re on the longer side with more commentary down below in the links.
Old School Value Nugget Fest (September 26th Edition)
Hello October! Links this week are jam-packed with value and insight reinforcing that value investing still works & why timing the market is still not a great idea.
American Shared Hospital Services (AMS) Stock Overview
This overlooked firm has been consistently making money over the last two decades while also maintaining a strong balance sheet in a recession-proof segment of the healthcare sector with a positive outlook.
