NNWC and NCAV is now available via the OSV screener and included under “Valuation”.
This bull market makes US net net investing less relevant, but it’s always a good idea to look up some dirt cheap stocks once in a while.
I’ll send a long some net net results from the screener to show you what’s out there in the market.
A while back, I used net nets as a market barometer. Lots of net nets (relative comparison to previous years) meant the market is cheap. Little to low net nets equate to a fair or expensive market.
I’m going to save the details of how many net nets I’m seeing in the current market for next time.
In the meantime, here are links that I found useful over the past week that made me think.
Old School Value Articles You May Have Missed
- Finally. Proof that Ben Graham Knew How to Time the Market.
- 7 Cash Flow Ratios Every Value Investor Should Know
- How to Beat the Market with the Sloan Ratio
What We’re Reading in the Media
- Fairfax annual letter
- Giverny annual letter
- To Buy or Not To Buy: A Checklist for Assessing Mergers & Acquisitions (PDF)
- The Fervent Loyalty of a Costco (COST) Member
- The strategy of Sears
What is Old School Value?
Old School Value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell.
It is a stock grader, value screener, and valuation tools for the busy investor designed to help you pick stocks 4x faster.
Check out the live preview of AMZN, MSFT, BAC, AAPL and FB.