Wells Fargo Bank – One Year Report
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.
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Investment Fund
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.
Sold PUTS on Huntington Ingalls Industries
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.
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Value Investment Fund – Status on November 30, 2021
As stated in October’s report, the Value Investment Fund created the Military Contractors Pool of potential investments and researched several opportunities.
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Value Investment Fund – Status on October 31, 2021
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.
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Huntington Ingalls Industries – Market, Intrinsic & Value Investing Prices
The largest subsidiary of Huntington Ingalls Industries is their Newport News Shipbuilding division. They are the sole builder of the United States Navy’s aircraft carriers.
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Purchased Huntington Ingalls Industries
Today, November 30, 2021, the market saw a decline of 650 points with the DOW Jones Industrial Average. This pushed the price of Huntington Ingalls Industries lower by 2.32% below the predetermined intrinsic value of $185.
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Wendy’s – Intrinsic Value of Stock
Wendy’s is the second largest publicly traded informal eating-out (fast-food) hamburger chain. Its current market capitalization places it around $5 Billion.
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Shake Shack – Intrinsic Value of Stock
One of the members of the informal eating out industry, fast-food restaurants, is Shake Shack. The company is relatively young by any business standard opening its first restaurant back in 2001 and going public in 2014.
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Value Investment Fund – Status on September 30, 2021
Yes, during September the Value Investment Fund only held one position which was Wells Fargo. It only decreased in value a mere .6%.
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Value Investment Fund – Status on August 31, 2021
Although the Value Investment Fund continues to grow, opportunities wane. It has been smooth sailing so far mostly due to an economic downturn in 2020 driven by COVID.
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