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.
McDonald’s – Sold PUT Options Today, 09/30/26, the Value Investment Fund sold two contracts (200 shares) of PUT Options on McDonald’s. The current market price for McDonald’s is $234 per share. The Facilitator of the Value Investment Fund has determined that the intrinsic value for McDonald’s is in the $235 to $245 per share range.
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McDonald’s – Purchased 100 Shares Today, the Value Investment Fund purchased 100 shares of McDonald’s. From prior articles and comments made on video’s made about McDonald’s, the site facilitator has determined that McDonald’s market price is at intrinsic value. Thus, action is warranted. Today, the 23rd of September 2026, the market price dipped to $235.
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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
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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
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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
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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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