Value investing, in its simplest terms, means buy low, sell high, the universal primary tenet of business. Value investing is defined as a systematic process of purchasing high-quality stocks at an undervalued market price, quantified by intrinsic value and justified through financial analysis, then selling the stock promptly upon market price recovery.
This site teaches the investor about the four core principles of value investing. There are various in-depth sections, including tutorials about intrinsic value and security analysis.
Furthermore, there is a membership-only section that utilizes a Value Investment Fund with eight pools of different industries and 60-plus potential investments that are monitored regularly. This Fund has a six-year history of 25% annualized returns.
Value Investment Fund – 07/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during July 2026, along with the current financial status of the Value Investment Fund. During July 2026, the Value Investment Fund experienced four transactions. The […]
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Sold Target at $156 Today, 08-13-26, at 10 AM, the Facilitator of this site’s Value Investment Fund sold all 700 shares of Target at $156 each. After transaction fees of $1 each, the Fund netted $108,500 of proceeds. Basis in the investment totaled $63,700. Two tranche purchases exist starting with a 500 share tranche
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Lululmon – Sold PUT Options Lululemon’s market price has swung from a high of $215 back in January of 2026 to a low of $105 on June 22nd 2026. The company is reporting strong gross profit margins exceeding 50% and is still projected to have sales of about $11.5 billion at the close of its
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Sold Essex Property Trust, Bought Wendy’s Today, 06/05/26, the Facilitator of this site’s Value Investment Fund sold Essex Property Trust when the market price was $287.63 at 2:26 PM. The Fund netted $57,326 after fees of $200 ($1/Share). Altogether, the Fund held Essex for 297 days, earning $1,546 in dividends, and closed out with a
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Value Investment Fund – 05/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during May 2026, along with the current financial status of the Value Investment Fund. During May 2026, the Value Investment Fund had two transactions. The
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Value Investment Fund – 04/30/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during April 2026, along with the current financial status of the Value Investment Fund. During April 2026, the Value Investment Fund had four transactions. The
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Value Investment Fund – 03/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during March 2026, along with the current financial status of the Value Investment Fund. During March 2026, the Value Investment Fund had five transactions. The
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Value Investment Fund – 02/28/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report on all activity during February 2026, along with the current financial status of the Value Investment Fund. During February 2026, the Value Investment Fund had two transactions. The
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Value Investment Fund – 01/31/26 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report of all activity during the January 2026 period, along with the current financial status of the Value Investment Fund. During January 2026, the Value Investment Fund had three
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Conagra Brands Inc. Purchased 1,000 Shares at $15.38 Today, 03/26/26, the Value Investment Fund purchased 1,000 shares of Conagra Brands Inc. at $15.38 per share. There is a transaction fee of 25 cents per share; thus, the total per-share investment is $15.63 for a total basis of $15,630. The current market price is at the
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