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.
This site’s Value Investment Fund continues to dominate major indices year to date 2022. This is due to the primary principle of risk reduction.
Value Investment Fund – February 28, 2022 Results (Monthly Report) Read More »
In 2021, Union Pacific had sales of $21.8 Billion, the 2nd highest ever recorded. Union Pacific generated a pretax profit of $8.5 Billion, the highest in its entire history.
Union Pacific Loses $20 Billion of Intrinsic Value in 2021 Read More »
What would you pay for a stock that has multiple negative attributes? Starbucks intrinsic value is less than 40% of market value.
Starbucks – Intrinsic Value for Value Investing Read More »
This site’s Value Investment Fund easily beat all major indices during the month of January 2022.
Value Investment Fund – January 31, 2022 Results (Monthly Report) Read More »
Chipotle Mexican Grill, Inc.’s current (01/24/22) market price is around $1,400 per share, trading as high as $1,930 late last summer (summer of 2021).
Chipotle Mexican Grill, Inc. – Intrinsic Value for Value Investing Read More »
During 2021, the Value Investment Fund recorded an outstanding 41.08% return on its December 31, 2020 balance of $116,231. The Value Investment Fund ended 2021 with a balance of $168,430.
Value Investment Fund – End of Year 2021 Report Read More »
One year ago on January 12, 2021, the Value Investment Fund purchased its first tranche of Wells Fargo Bank. At that time, shares were purchased for $33.24.
Wells Fargo Bank – One Year Report Read More »
Today, the Value Investment Fund sold an options contract (PUTS) for 116.9591 shares of Huntington Ingalls Industries at $5.90 per share netting $4.90 per share.
Sold PUTS on Huntington Ingalls Industries Read More »
As stated in October’s report, the Value Investment Fund created the Military Contractors Pool of potential investments and researched several opportunities.
Value Investment Fund – Status on November 30, 2021 Read More »
During October, the Value Investment Fund continued to hold Wells Fargo as its only investment. During the month, Wells Fargo improved $5,166 over September’s ending balance, a 10.48% improvement.
Value Investment Fund – Status on October 31, 2021 Read More »
