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.
What a great week! Essex Property Trust reported their 4th quarter results and as expected, the stock’s market priced jumped almost $20 higher per share.
Value Investment Fund Status Week 15 – Amazing Movement Forward Read More »
Financial institutions, including banks, are highly regulated, extremely leveraged, and susceptible to interest rate fluctuations. Due to this unique exposure, calculating intrinsic value for bank stocks requires modification of the most popular valuation models.
Calculating Intrinsic Value for Bank Stocks Read More »
The symbolism of the stock market are the bear and the bull. There is a third, the sloth for slow change. January is best stated as a sloth month.
Value Investment Fund – Status on January 31, 2021 Read More »
In keeping with the value investment fund’s pattern, on Friday the 29th of January, 2021 the Fund sold 113.6363 PUTs on Union Pacific Railroad.
Sold 113.6363 PUTS on Union Pacific Railroad Read More »
The banking pool of the Value Investment Fund purchased 232.9373 shares of Bank of New York Mellon Corporation trading at $41.93 at close of business on Friday January 22, 2021.
Purchased Bank of New York Mellon Corporation Read More »
During the week ending January 22, 2021, the Value Investment Fund was stagnant; it decreased $54 off of $119,496.
Value Investment Fund Status Week 13 – No Change From Prior Week Read More »
During the week ending January 15, 2021, the Value Investment Fund grew a whopping 1.3%.
Value Investment Fund Status Week 12 – Principles are Working. Read More »
The Value Investment Fund purchased a second tranche of Wells Fargo Bank shares today, January 14, 2021, at 12:45 PM.
Purchased 2nd Tranche of Wells Fargo Bank Read More »
Today, Comerica’s stock price hit the sell point in accordance with the buy/sell model for Comerica Bank.
Sold Comerica Bank – Earned 18.38% in 35 Days! Read More »
With a tangible book value of approximately $33 per share and a current market price of $33.24 per share, the Banking Pool diversified its portfolio and purchased 292.056 shares of Wells Fargo Bank this morning.
Including a transaction fee of $1 per share, the total investment is $10,000. The market recovery price is set to $53.00 per share and it is anticipated this will be achieved within 18 months.
Purchased 292.0560 Shares Wells Fargo Bank Read More »
