Epsilon Energy Is A Grossly Undervalued Gem Off The Beaten Path

Are you looking for a profitable and debt-free company with attractive key metrics, high insider ownership and strong catalysts? Do you also want it to be off the beaten path? If this is the case, don’t look any further. Welcome Epsilon Energy (EPSN).  Q1 hedge fund letters, conference, scoops etc I’m [...]

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Buying Companies with Great Products – Cummins (CMI) – Part II

Summary In Part I, we screened out FOXF and GTX and did a deeper analysis of SNA In Part II below, we’ll analyze Cummins, Inc (CMI) Cummins (CMI) Overview Cummins Inc. primarily designs, manufactures, distributes, and services diesel and natural gas engines, as well as components like turbochargers. Although it’s a different kind of industrial [...]

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Buying Companies with Great Products (CMI, SNA, GTX, FOXF) – Part I

Summary Looking at companies that produce high quality products their customers love can be an interesting way to get stock ideas We look at 4 companies, Snap-On, Fox, Cummins, and Garrett Motion We quickly screen out two companies, then look at Snap-On in depth and find an attractively valued company We’ll look more [...]

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Buying Companies With Great Products – Cummins (CMI) – Part II

Summary In Part I, we screened out FOXF and GTX and did a deeper analysis of SNA In Part II below, we’ll analyze Cummins, Inc (CMI) Q1 hedge fund letters, conference, scoops etc To get this kind of information and other exclusive articles before regular readers, get on the VIP Mailing List today. Cummins [...]

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Buying Companies With Great Products (CMI, SNA, GTX, FOXF) – Part I

Summary Q1 hedge fund letters, conference, scoops etc Looking at companies that produce high quality products their customers love can be an interesting way to get stock ideas We look at 4 companies, Snap-On, Fox, Cummins, and Garrett Motion We quickly screen out two companies, then look at Snap-On in depth and find [...]

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Investing In Real Estate Investment Trusts (REITs)

When I set out to begin my investing journey in my early 20’s, I have to admit I was not all that familiar with the nature of Real Estate Investment Trusts (REITs) or real estate in general. Fast forward a decade and not only has my profession in accounting [...]

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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 etc We'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 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) 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 Learn What to do when stocks are  trading above fair value My thought process about buying & selling based on the OSV action score To 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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