Intrinsic Value – Core Concept In business, cash is king. To truly determine intrinsic value, the investor must calculate the cash equivalent of the existing overall operation and assign a prorated share to the security under examination. This is the core concept of intrinsic value, compute the true worth of a security. Securities exist […]
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Wendy’s – Purchased Another 3,000 Shares Today, October 13, 2025, the Value Investment Fund purchased a second tranche of Wendy’s stock. The restaurant’s pool acquired another 3,000 shares at $8.75. The total investment is $27,000, including the 25-cent per share transaction fee. The Fund now owns 6,000 shares with a total cost basis of $57,750.
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Choice Hotels – Value Investing Price Points Choice Hotels is one of the six potential Value Investment Fund members within the Hotels Industry pool of investments. There are four standard value investing price points for the reader to consider, along with three key performance indicators. A value investor takes into consideration all of these price
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Value Investment Fund – Six-Year Report 09/30/25 The Value Investment Fund now has six years of history behind it. For comparison, the Fund has achieved an annualized return of 25.9%. Below is a summarized report. The Facilitator is including a full set of details as downloadable PDFs. In addition, after the summary presentation, there are
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Target Corporation – Sold PUT Options Today, 09/17/25, the Value Investment Fund sold 1,000 PUT Options for Target Corporation. The strike price is $85.00 each with an expiration date of December 17, 2027. The selling price is $15.50 each, netting $14.50 after the transaction fee per share. PUT options are comparable to an insurance arrangement.
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Lululemon Athletica Inc. – Purchased 300 Shares Lululemon’s market price is now less than $161 per share as of 09/15/25. Over the last 36 months, the market valuation has dropped dramatically from a high of $511 per share in December 2023 to just under $161 on 09/15/25. The Value Investment Fund purchased 300 shares of
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Target – Value Investment Fund Buys 500 Shares Target’s market price is now less than $90 per share as of 09/15/25. Over the last twelve months, the market valuation has dropped dramatically from a high of $160 per share in November 2024 to just under $90 today. The Value Investment Fund purchased 500 shares of
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Sold Warner Bros. Discovery Today, September 11, 2025, Paramount Skydance indicated a desire to purchase all of Warner Bros. Discovery. The offer will be made within a month. The stock price soared from $13 a share to almost $17 a share early in the afternoon. This site’s facilitator did not have a sell directive and
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Shake Shack – Market Valuation Shake Shack’s Updated Book, Intrinsic, Buy, and Sell Values – August 2025 Shake Shack’s current market price is greater than $100. During the last year, Shake Shack’s stock price peaked at $141 per share. P.T. Barnum is credited with the famous quote: “There is no better friend than a frank,
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Sold PUT Options Essex Property Trust Today, August 15, 2025, the Value Investment Fund sold 400 PUT Options on Essex Property Trust for $7.00 per share. The REITs Pool paid $1 per option as a transaction fee. The strike price is set for $240 each with an expiration date of January 16, 2026. See the
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