This site manages its own Value Investment Fund with eight pools of potential investments. It is used to illustrate and demonstrate the practicality of value investing.
Lululemon, Inc. – Sold PUT Options Lululemon has been publicly traded since 2010. In the sixteen and a half years of activity, it has yet to lose a single dollar. Furthermore, its gross margin has never dipped below 50%. No other athletic clothing retailer can make this claim. For comparative purposes, Nike’s gross profit margin
Lululemon – Sold PUT Options Read More »
Purchased 1,000 Shares of UDR, Inc. On Friday, September 11, 2026, at the opening, the Value Investment Fund purchased 1,000 shares of UDR, Inc. at $35.30. In addition, the Fund paid a $1 per share transaction fee. In total, the Fund spent $36,300 for a second tranche of UDR. The stock is a REIT that
Purchased 1,000 Shares of UDR, Inc. Read More »
Value Investment Fund – 08/31/26 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 August 2026, along with the current financial status of the Value Investment Fund. During August 2026, the Value Investment Fund experienced four transactions. The
Value Investment Fund – 08/31/26 Report Read More »
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
Value Investment Fund – 07/31/26 Report Read More »
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
Sold Target at $156 Read More »
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
Lululemon – Sold PUT Options Read More »
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
Sold Essex Property Trust, Bought Wendy’s Read More »
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
Value Investment Fund – 05/31/26 Report Read More »
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
Value Investment Fund – 04/30/26 Report Read More »
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
Value Investment Fund – 03/31/26 Report Read More »
