value investing

Many people argue that you are better off in the long term putting your money into index funds, I think the average is around 7-8% compounded and that most money managers do not beat this, there are some of course that do beat this such as famous value investors; buffet, greenblatt etc. But how...

Buffetts Books I have found this to be a great learning resource over the last couple of years and as far as I am aware, it is yet to be posted to ASF. The website is all things Warren Buffett; from recommended books, podcasts, IV, DCF and bond calculators, to the 35 video investment course...

I'll be providing a look at my ASX portfolio of small cap stocks, a monthly portfolio will be provided with holding period of 12 months. At some point I will provide either my European or French small cap trades as well. Theory is: *Cheapest stocks with highest momentum. *12 month holding...

So there are 2 components in successful value investing. Finding quality businesses and finding out their intrinsic value then buying the stock which is alot lower than its true value. How much time do you spend on each would you say? This investor on youtube said takes about 1000 hours to get...

What do you think of this tool? https://valuefrog.com It calculates the intrinsic value of ASX listed companies using different methods. It’s free BTW.

Source: http://musingzebra.com/thoughts-on-dual-prime-redundancy-margin-of-safety/ It is a fact of life that things don’t always go according to plan. A missed train; a late delivery; a canceled order, but that’s okay. There’s always the next train. They are non-critical events. However, there...

Hi all, I'm relatively new to this forum but after having a bit of a read through robusta's and KnowThePast's documented investment journeys, I have decided to start one of my very own. I am using a fairly simple systematic deep value investing strategy to find stocks trading at a significant...

Like many value investors I have a tendency to use fairly loose and arbitrary position sizing and portfolio management. I have a concentrated portfolio and tend to base my position sizing on: -How risky is the investment? -What is the possible/probable return profile of the investment? -How...

Hello guys, Introducing my contribution to the world of investing :D Before getting to the sales pitch, can I make an offer so Joe and Pixel can't refuse? ASF Members Offer If you message me I'll create an account free for you the first month. If I really like you I'll leave it on...

Hi, am a beginner learning value investing. Am trying to workout the rough yield between investment classes. With regards to a indexing option, where can i find the data to calculate the overall long term return of an index fund such as VAS? - with the dividend yield, maybe take the average of...

I tend to read a lot of posts here, but never post myself...mainly because I'm still learning and don't have much to say. I've decided that perhaps the occasional post and especially any feedback might speed that learning up. I made my first direct stock purchases on Dec 16 2013 so tomorrow...

Hi guys, Still learning about value investing as a method to grow my wealth long term. But, then sometimes i think, why dont i just stick it all in BRK? Pretty good long term return, for a pretty good risk profile with Buffett in charge for now? I feel like i will need to dedicate a...

Hi guys, Wanting to get together a group of value investors together on skype to discuss strat. Only looking for those who are keen to study, and not speculate/get hot tips. Would be good to get together a range of experience. Did try to search but couldn't find any skype groups. PM...

Hi, Was going to plunge into the intelligent investor and security analysis soon. I however heard some basic reading on accounting would help prior? I do have a basic understanding of economics through year 12 and reading basic economics by sowell. Otherwise not much relevant background...

I would be interested to hear from any members of the forum who are committed value investors. The principles of value investing seem to me to hold as true now as they have ever held, with the principles being followed by notable investors such as Ben Graham and Warren Buffett since the...

Hi guys, I am curious for the input of fundamental traders about a simple question: Assume you have an investing mandate to invest in ASX20 securities using P/E to define "value". Is there a P/E ratio, from a fundamental perspective which defines "cheap" in these really large stocks, a...

Hi All, I have been reading Julian Dawson's book titled "Wealth Wisdom". In his book, Julian identifies some selection criteria using fundamental analysis. I'm still learning fundamental analysis techniques and am hoping that the more experienced investors here might be able to critique...

I am after historical financial data for ASX listed companies. I am after the all financial statements (balance sheet, etc.) listed on a database that can be easily downloaded to excel. I realise you can some data from Yahoo finance, but this information is very slim and only goes back a...

Hey guys, Been in the market a little while, had some good gains and some loses as well. I'm at the point now where i've been researching and realised i should put together some sound criteria and strategies. At the moment I have decided upon 3 separate portfolios, all holding a set % of my...

Hi, How do value investors narrow down the enormous list of equities and bonds that exist world wide in search of value? I'm sure it can't be a case of start at the top of the list and work downwards? For example, does Warren Buffet walk into work every day and sit down in front of...