
Learn how value investing protects retirement goals by valuing stocks and avoiding overpaying index funds, preventing decades of bear market stagnation seen in the Dow and Nikkei.
Compare value investing and momentum trading, showing long-term value, intrinsic value metrics like price-to-earnings and price-to-book, and the risks of chart-based approaches.
Discover why stocks get mispriced, from hedge fund liquidations and mutual fund rebalancing to margin calls, news shocks, and crowd momentum that create undervaluation opportunities for value investors.
Explore choosing a broker, focusing on execution and spreads, with Schwab after TD Ameritrade merger, and compare IRA, Roth IRA, regular IRA, and 401(k) options for tax efficiency and investing.
Discover why stock charts and trend lines fail to predict outcomes, and master fundamental analysis; reading 10-Ks, balance sheets, and earnings, to value businesses through value investing for long-term gains.
Portfoliovisualizer.com has recently become a paid subscription. Their free tier offers a very limited backtest history. In this episode, I show you similar software that is free to use.
Learn to get long-term backtests on indexes with Portfolio Visualizer, customize data, and compare assets such as gold and short-term treasuries for insights.
Due to portfoliovisualizer.com now becoming a paid service, please use testfol.io. I will be creating a video shortly to explain how to use this free software.
Sign up with your email to access the free charting software, learn to overlay metrics like free cash flow and reinvested dividends on stock charts using a log scale.
Discover how to use Finviz's free stock screener to build a quick, customizable list of undervalued stocks by filtering market cap, PE ratio, EPS growth, and ROE.
Learn how Peter Lynch charts and the earnings line, using dynamic PE ratios and growth rates, help identify overvalued or undervalued stocks with fast graphs and analyst estimates.
Discover how to use investor presentations and investor relations pages to access webcasts, CEO messages, and financials. Learn to assess a business from basics and hold quality stocks long term.
Listen to conference calls to hear management’s quarterly results, future plans, and business trajectory; use investor relations pages or transcripts to inform stock investments, especially in smaller companies.
eps, or earnings per share, measures profit per share and helps explain stock price movement. seek positive, rising eps as a sign of profitability and growth, as shown by fastenal.
Analyze profit margins to gauge a company’s profitability across gross, operating, and net margins, using pricing power and cost control while comparing peers for apples-to-apples insights.
Explore how sales define the top line, why profitability matters, and how to spot red flags like channel stuffing when comparing revenue growth with earnings.
Read the balance sheet as a snapshot of financial health, comparing assets, liabilities, and rising equity. Invest in proven, profitable companies with increasing equity and cash flow, illustrated by Fastenal.
Analyze the cash flow statement to gauge a company's ability to pay bills, fund growth, and weather downturns, focusing on cash from operations and its link to stock performance.
Discover how dividend growers outperform dividend cutters, the power of reinvesting dividends, and the long-term strategy of holding dividend stocks for compounding gains.
Learn how return on equity (ROE) and return on invested capital (ROIC) reveal profitability and growth. Consistent high ROE/ROIC, often above 12%, signals durable competitive advantage and guides stock selection.
Explore how shares outstanding and buybacks shrink the float and impact earnings per share, with examples from Apple, Bed Bath & Beyond, Amazon, and Berkshire Hathaway.
Explore the math of a share buyback and how fewer shares raise earnings per share. Learn when buybacks create value, relying on high returns on invested capital and undervalued stock.
Secondaries raise funding by issuing shares, diluting shareholders; they enable acquisitions at overvalued moments, but avoid them when undervalued or in industries that continually dilute, like gold mining.
Learn to locate outperforming stocks by inspecting ETF holdings, especially dividend aristocrats and dividend growers, then catalog and chart candidates with log charts and fast graphs.
Learn the hallmarks of great stocks: low price point products with repeat customers, rising earnings and dividends, and high return on equity, highlighted by consumer staples and VDC.
Explore valuation through the P/E ratio, learn its calculation, and understand its limitations. Compare to historical averages and peers; assess growth and multiple contraction, applying margin of safety for buys.
Use fastgraphs.com to find undervalued stocks by comparing price to the earnings line with a 15x PE, following Peter Lynch's value approach for a margin of safety.
Calculate a stock's future price from past earnings growth using a financial function calculator, apply a conservative growth rate and a p/e multiple to assess long-term returns.
Learn to buy after earnings upsets, as Buffett does, using value investing to acquire quality stocks during downturns for a strong margin of safety.
Examine case studies of avoiding overvalued stocks and buying undervalued ones, using rotations into undervalued assets and ETFs to reduce risk and preserve capital.
Understand why many economic indicators are lagging and unreliable for investing decisions. Beware the inverted yield curve, and invest in long-term, high-quality companies with pricing power.
Roth IRA uses after-tax money to grow tax-free, with no required minimum distributions, and explains Roth conversions and backdoor Roth, including tax rules and timing.
Open a 529 plan early to grow college funds tax-deferred and tax-free, with state deductions and low-fee mutual funds; roll unused funds into a Roth IRA under Secure Act 2.0.
Explore the sequence of returns risk in retirement and how withdrawal timing shapes portfolio outcomes. Maintain a higher bond allocation in retirement to withstand required minimum distributions and downturns.
Construct a risk-aware portfolio by balancing about 30-40% stocks with 60-70% bonds and using regular rebalancing to buy low and sell high for long-term gains.
Learn to avoid the biggest pitfalls, like overexposure to stocks and selling in bear markets. Build stability with bonds and CDs, and buy undervalued assets as business stakes.
Explore investing in precious metals by examining gold and silver, historical returns, how to buy physical gold, and the gold-to-silver and S&P-to-gold ratios.
Compare the long-term performance of gold, silver, and stocks using historic returns, showing stocks' higher growth, gold as a portfolio hedge, and the Dow gold ratio as a valuation guide.
Explore gold and silver ETFs as low-cost, liquid alternatives to physical bullion. Learn about GLD and IAU for gold, SLV and PSLV for silver, plus IRA options and hedging potential.
Use ETFs for value investing to gain tax efficiency, liquidity, and diversification while avoiding stock risk; screen sector and country ETFs, assess PE ratios, and build a low-cost, rebalanced portfolio.
Explore why leveraged ETFs underperform in bear markets and how daily leverage distorts returns, warning against speculative use and emphasizing value investing principles.
Discover 12 favorite investment books from successful value investors to build a simple, long-term stock investing framework rooted in proven approaches.
Investing is for everyone; you can do it with steady effort. Avoid penny stocks and negative earnings, consider index funds, and commit to daily reading for a margin of safety.
Learn from a professional portfolio manager. This course teaches you how to properly invest in the stock market in the style of Warren Buffett and Peter Lynch. Instructor Chris Wargas is a professional portfolio manager and President of First Shelbourne, an investment advisory firm located in New York.
Chris will teach you how to value businesses and what pitfalls to avoid. The course covers all the necessary tools for properly valuing businesses, shows you how to avoid value traps, explains why long-term investing works, and more. This course even has a section on investing in precious metals and retirement planning. You will learn how to properly read a company's financials, how to use the special valuation charts Peter Lynch used when he ran Fidelity's Magellan fund, as well as the strategy Warren Buffett uses.
Investing in the stock market shouldn't be a mystery, and this course demystifies many of the concepts used in value investing. At no point will you feel alone when investing. Chris will show you all of the free tools you need to make proper investment decisions.
The course goes over all of the hallmarks of successful stocks, and how to find them. Never again will you have to question whether the stock you are buying is overvalued or not.