The Value Investing Blog of Old School Value

Buy Prices, Ratios , Market Timing and Technicals

July 1, 2008 | Read Now

Joe asked me a very good question and as I was answering it, it started getting long so I felt it should be discussed in a post rather than buried in the comments. (Joe, I apologise if you didn’t want your question to become a topic.) Here I answer the question and more.


10 Year History Chart Investment Tool

June 29, 2008 | Read Now

I was browsing through the SMF Yahoo Groups and I came across a nice looking spreadsheet that graphs up to 10 years of information. When I look for or create spreadsheets my focus is on ease of use and pleasing aesthetics. If at first glance the spreadsheet is overwhelming, no one will want to use it, including myself. With that in mind, I bring you this new spreadsheet.


Free 5YR DCF Fair Value Spreadsheet

June 27, 2008 | Read Now

Although finding great, stable companies with more than 10 years of history to examine is ideal, not all companies fall into this category. A boat load of companies fall into the category of around 5 years of operational history. This modified spreadsheet calculates the intrinsic value based on the last 5 years and I’ll also take you through the steps to modify the spreadsheet yourself so that you can apply it to other databases other than Morningstar.


A Nice Magic Trick: Mutual Funds

June 14, 2008 | Read Now

I don’t like mutual funds. Not because of the excessive fees and not because 95% (or more) underperform the market. I don’t like or invest in mutual funds mainly because I don’t have the temperament for them and I can’t stand their sleight of hand.


The Little Book That Builds Wealth Investment Book Review

June 7, 2008 | Read Now

The Little Book That Builds Wealth The Little Book That Builds Wealth – What You Can Learn Warren Buffett mentions moats […]


K-Tron (KTII) Business Valuation

May 29, 2008 | Read Now

Gone are the days where people wearing coats, gloves and nets in their hair, stood in a line counting/measuring and packaging nuts & bolts, grain, chemical, pills, food etc.

Nowadays, factories, companies, assembly lines all automate for precision and efficiency. How? With feeders,conveying systems and other related equipments handling bulk solids. I find the business boring don’t you? Yet, I am excited by this boredom.


Fisher’s 15 Point Checklist: AeroGrow (AERO)

May 10, 2008 | Read Now

As with all companies, a thorough understanding is required in order to maximize returns and keep your cool even when the stock price falls. But how do we go about understanding? Not everyone is in the position to do for themselves much of what is needed to get the most from their investments. That is where the 15 point checklist by Philip Fisher comes in handy. It acts as a guide to your investment research. The following is my scuttlebutt for AeroGrow. You may also read my first valuation report on AeroGrow.


Book review: Warren Buffett Speaks

May 7, 2008 | Read Now

Warren Buffett Speaks Warren Buffett Speaks – What You Can Learn Warren Buffett Speaks; Wit and Wisdom from the World’s […]


AeroGrow (AERO) Valuation

May 3, 2008 | Read Now

Living in an apartment in Seattle doesn’t offer much opportunity to grow your own small plants or herbs. The endless cloudy days and the small square footage doesn’t help the cause either. I don’t like gardening and planting but I do want to be able to eat (if possible organic) fresh salads, herbs and other vegetation without having to visit the grocery store so often. So I’ve recently become greatly interested by Aerogrow, a company that has a product line that seems to solve the dilemma for people like myself.


Investing Book Review: Financial Statements

April 27, 2008 | Read Now

Financial Statements: A Step-By-Step Guide to Understanding and Creating Financial Reports is a great book for those that want a deeper understanding of financial statements or are starting out in accounting. It is concise and straight to the point with lots of clarity. It focuses on explaining the basics, how all parts of the financial statements interact and provides examples of how it works.

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