Things are pretty wild right now. Stocks are in a bear market and we’re pretty clearly in a recession. As […]
Options Trading for Value Investors
Guest Post written by Jake Reed Most value investors would not consider options and options trading as part of their […]
Negative Equity: Is it Bad?
Negative equity is usually bad, but when companies have big buybacks, their Treasury Stock can make total shareholders’ equity go negative. And this is fine.
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 […]
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 […]
Investing In Real Estate Investment Trusts (REITs)
I firmly believe every investor should maintain some exposure to REITs within their portfolio. Both young investors and even grizzled veterans.
Lessons Learned: Spring Break or Spring Broken?
This experience taught me to focus on my process and not on outcomes, to use principles and not tactics. As a result, I have principles guiding my overall investment approach, an investment process I follow, and a checklist of criteria a new investment has to meet.
Efficient Markets vs. Deep Value Investing
Investors who fail to leverage deep value strategies are leaving a lot of money on the table. What you don’t know will hurt you.
The Best Value Stock Screening Ratios – As Shown By Machine Learning
Old School Value is all about saving you time so you can spend it on more important stuff. Mike delves deep into machine learning where data-driven research suggests that value stock screening ratios like EBITDA, EBIT, and Gross Profit to Enterprise Value will help your portfolio outperform.
Long-Term Capital Management (LTCM) Applicable to Today’s Market
What You’ll Learn
– How to spot good quality stocks using OSV’s quality snapshot
– What are the red flags smart investors should watch out for (using TSLA as example)
