Purchased Essex Property Trust The market price for Essex Property Trust has dipped to the lowest point in fifteen (15) months at $252.08 as of 4:00 PM on 08/11/25. The Value Investment Fund purchased 200 shares to add to its REITs pool of investments. Total investment is $50,616.00, including a $1 per share transaction fee. […]
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Wendy’s – Bought 3,000 Shares Wendy’s is experiencing a strong negative market price adjustment. This is driven by a lack of true growth and financial turmoil. In November of 2024, a mere nine months ago, Wendy’s stock price was just above $20 per share. During this past week, the market price dropped to less than
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Wendy’s – Intrinsic Value, Buy, and Sell Price August 1, 2025 Wendy’s (a member of the fast-food restaurants pool) market price has dropped from $20 per share in November 2024 to less than $10 on July 31, 2025. What is going on to halve the market value in eight months? This article updates the respective
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Risk Reduction Part 2 – Industry’s Financial Dynamics Every industry has different financial dynamics. Some industries utilize leverage ratios to perform well – think airlines. Other industries are physical asset-based – REITs, transportation, and utilities. Some industries are location-driven – fast food, shipbuilding, and retail. Others are investment holdings such as finance, banking, and insurance.
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Risk Reduction Part 1 – Only High-Quality Securities There are four principles of value investing. The first and most important is risk reduction. Risk reduction is the primary key to success with value investing. If done properly, it will ensure annual returns of more than 20% on your investment. Risk reduction has four key elements;
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Intrinsic Value Does Not Equal Book Value Understanding intrinsic value is crucial to effectively applying value investing principles. There are several misunderstandings about intrinsic value. One of the most common statements presented by so-called experts on investing is that intrinsic value is directly related to book value. Intrinsic value does not equal book value; there
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Sold Huntington Ingalls Shipbuilding @$241/Share On 06/26/25, the Value Investment Fund sold all 700 shares of Huntington Ingalls Shipbuilding at $241/Share. The market price hit the sell point at 10:10 AM. The Fund had two tranches of buys. The first tranche was the purchase of 200 shares on November 1st, 2024, at $191 each, including
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Huntington Ingalls Industries – Bought Stock, Sold PUTs On February 6th, 2025, Huntington Ingalls Industries reported its 4th quarter results. Due to Huntington’s inability to get the Navy’s signature on some contracts, the shipyard’s backlog has significantly changed, which in turn affected the market’s opinion. The stock price dropped $32 per share. The Value Investment
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Sold Essex Property Trust at $300 Per Share On February 6, 2025, the Value Investment Fund needed cash to take advantage of the dramatic price drop in Huntington Ingalls Industries. The Fund sold Essex Property Trust at $300 per share, netting $299 per share after fees. At approximately 2:50 PM, the price hit the sell
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Huntington Ingalls Industries – Sold PUTs November 2024 During the morning of November 1, 2024, Huntington Ingalls Industries – HII reported its third-quarter results. HII had several financial setbacks, causing the market price of this stock to drop dramatically. Within 30 minutes, the stock price dropped $60 from $250 to below $190. When a stock
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