TransGlobe Energy: Dividend, Growth And Undervaluation Bundled Up

Dividend investors look for sustainable and decent dividends with upside potential. Value investors chase undervalued stocks on an absolute and relative basis with catalysts that could unlock significant shareholder value while also closing the valuation disconnect. Q1 hedge fund letters, conference, scoops etc TransGlobe Energy (TGA), at the current price of $1.90 [...]

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Books For Getting Started In Investing

There are a lot of investment book recommendation lists out there. Q4 hedge fund letters, conference, scoops etc Photo by jill111 (Pixabay) We even have our own list. If you’re just getting started, however, these “best investment book” lists are way, way too long. Getting 10 or more recommendations can be overwhelming when you’re [...]

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Efficient Markets Hypothesis vs. Deep Value Investing

Ever heard of the Efficient Markets Hypothesis (EMH) and wondered what it’s all about? Q4 hedge fund letters, conference, scoops etc geralt / Pixabay You certainly aren’t alone. However, the real questions you should be asking yourself are, “How important is it that I understand the Efficient Markets Hypothesis, and how much [...]

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Valero Energy, An Attractive 4% Dividend Yield Play?

Introduction I am always searching for profitable dividend growth companies for my Fiorente portfolio. In my portfolio are companies that have a good credit rating and a healthy growth in revenue and cash flow. An increasing dividend payout history and a good credit rating are key criteria, as well. Q4 hedge [...]

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Starbucks Coffee Might Be Expensive, But What About SBUX?

A few weeks after I came back from a trip to Italy in August, 2018, Starbucks (SBUX) opened their first Italian branch in Milan to a crowd of curious, but critical longtime espresso drinking Italians. For many of us, whether you drink their beverages or not, Starbucks needs no [...]

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Old School Value Nugget Fest (Feb 21st Edition)

My latest blog post is a dive into metrics that have outperformed over time that I weight heavily in my favorite stock screener and in my investment process. Below that are some recommended readings for the week. Q4 hedge fund letters, conference, scoops etcWe're heading into school vacation for my kids [...]

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The Best Value Stock Screening Ratios – As Shown By Machine Learning

A data-driven and value-focused investment fund publishes some fascinating research in its quarterly letters that we can use to find the best value stock screening ratios. rawpixel / Pixabay Q4 hedge fund letters, conference, scoops etc I’ve mentioned Euclidean Technologies before. It is a machine learning-driven value fund that was founded in 2008. I’m [...]

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2018 Deep Value Strategy Performance and Review

Unlike how 2018 ended, 2019 is off to a great start. YTD, the S&P500 is up 6.3% as I write this. Compare that to December of 2018 when the market dropped 10% and ended the year close to -7%. 2018 Value Performances So how did the value strategies posted on Old School [...]

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Best Of November Nugget Fest

If you missed the nugget fest during November, here's the summarized list. Q3 hedge fund letters, conference, scoops etc The best of the best. There's a lot in there, but something for everyone. "Pure" value strategies continue to struggle in 2018. The dip in November hasn't helped. At the end of Nov:the Altman Z [...]

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Apple Versus Microsoft Valuation

Hope you had a great Thanksgiving and time to catch up with family and unwind a little. Our Christmas lights are up in our home as we get ready to enjoy the last of 2018. If you shopped for anything on Black Friday, online sales raked in $6.2B according to [...]

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Case Study Of A Net Net Stock Explosion

f you're needing to wake up from the feast you had, this will be a great read with lots of points to learn from. Q3 hedge fund letters, conference, scoops etc It is a case study written by Evan of Net Net Hunter, on a successful exit with a net net [...]

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Long-Term Capital Management (LCTM) Applicable To Today’s Market

What You’ll LearnHow 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)To get this kind of information and other exclusive articles before regular readers, get on the VIP Mailing List today. Q3 hedge fund letters, conference, [...]

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Revealing My Action Score Stock And The Dilemma Of Selling

What You’ll LearnWhat to do when stocks are  trading above fair value My thought process about buying & selling based on the OSV action scoreTo get this kind of information and other exclusive articles before regular readers, get on the VIP Mailing List today. ******** This is a re-posting of the OSV newsletter. [...]

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Western Digital Corp (WDC) Popping On The Radar

Some quick thoughts I’ve been having the past few days, I’ve been looking at Western Digital Corp (WDC) and doing some catch up.Get The Full Ray Dalio Series in PDF Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, [...]

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Do Value And Growth Stocks Exist?

In Warren Buffett’s 1992 letter, he wrote about value and growth investing. More importantly, it’s how he defined that is often ignored. Investors classify stocks as either value or growth. As per Buffett’s 1992 letter:Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in [...]

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Don’t Buy Walmart

I’ll go through my experiences with Walmart as a supplier as well as an updated look at Walmart’s valuation.Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF. Save it to your desktop, read it on your tablet, or print [...]

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Mohnish Pabrai’s Advice For Value Investors

What You’ll LearnMohnish Pabrai’s value investing philosophy in 2018 The evolution of the Dhando checklist Philanthropy & Pabrai’s strange investment choiceGet The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. [...]

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Why Alibaba Is A No-Brainer

SummaryI said that Alibaba is a no-brainer. Here’s further reasons why. Deeper explanation of Alibaba’s potential growth thanks to Amazon. The differences between BABA and JD.To get this kind of information and other exclusive articles before regular readers, get on the VIP Mailing List today.Get The Timeless Reading eBook in PDF Get [...]

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The Painful Decision To Hold Cash

A true trait of a value investor seems to be that when you buy something, it drops in price.Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. [...]

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Old School Value Nugget Fest (June 18th Edition)

​How Texas Instruments Is Worth $126 ​​New York & Co.: Why You Need To Buy Deep Value These 3 Stocks Have Richly Rewarded ShareholdersGet The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email [...]

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