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.
Value Investment Fund – Six-Year Report 09/30/25 The Value Investment Fund now has six years of history behind it. For comparison, the Fund has achieved an annualized return of 25.9%. Below is a summarized report. The Facilitator is including a full set of details as downloadable PDFs. In addition, after the summary presentation, there are […]
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Target Corporation – Sold PUT Options Today, 09/17/25, the Value Investment Fund sold 1,000 PUT Options for Target Corporation. The strike price is $85.00 each with an expiration date of December 17, 2027. The selling price is $15.50 each, netting $14.50 after the transaction fee per share. PUT options are comparable to an insurance arrangement.
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Lululemon Athletica Inc. – Purchased 300 Shares Lululemon’s market price is now less than $161 per share as of 09/15/25. Over the last 36 months, the market valuation has dropped dramatically from a high of $511 per share in December 2023 to just under $161 on 09/15/25. The Value Investment Fund purchased 300 shares of
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Target – Value Investment Fund Buys 500 Shares Target’s market price is now less than $90 per share as of 09/15/25. Over the last twelve months, the market valuation has dropped dramatically from a high of $160 per share in November 2024 to just under $90 today. The Value Investment Fund purchased 500 shares of
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Sold Warner Bros. Discovery Today, September 11, 2025, Paramount Skydance indicated a desire to purchase all of Warner Bros. Discovery. The offer will be made within a month. The stock price soared from $13 a share to almost $17 a share early in the afternoon. This site’s facilitator did not have a sell directive and
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Shake Shack – Market Valuation Shake Shack’s Updated Book, Intrinsic, Buy, and Sell Values – August 2025 Shake Shack’s current market price is greater than $100. During the last year, Shake Shack’s stock price peaked at $141 per share. P.T. Barnum is credited with the famous quote: “There is no better friend than a frank,
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Sold PUT Options Essex Property Trust Today, August 15, 2025, the Value Investment Fund sold 400 PUT Options on Essex Property Trust for $7.00 per share. The REITs Pool paid $1 per option as a transaction fee. The strike price is set for $240 each with an expiration date of January 16, 2026. See the
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Purchased Essex Property Trust The market price for Essex Property Trust has dipped to the lowest point in fifteen (15) months at $252.08 as of 4:00 PM on 08/11/25. The Value Investment Fund purchased 200 shares to add to its REITs pool of investments. Total investment is $50,616.00, including a $1 per share transaction fee.
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Wendy’s – Bought 3,000 Shares Wendy’s is experiencing a strong negative market price adjustment. This is driven by a lack of true growth and financial turmoil. In November of 2024, a mere nine months ago, Wendy’s stock price was just above $20 per share. During this past week, the market price dropped to less than
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Wendy’s – Intrinsic Value, Buy, and Sell Price August 1, 2025 Wendy’s (a member of the fast-food restaurants pool) market price has dropped from $20 per share in November 2024 to less than $10 on July 31, 2025. What is going on to halve the market value in eight months? This article updates the respective
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