Value Investment Fund – January 31, 2022 Results (Monthly Report)
This site’s Value Investment Fund easily beat all major indices during the month of January 2022.
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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.
Chipotle Mexican Grill, Inc. – Intrinsic Value for Value Investing
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).
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Value Investment Fund – End of Year 2021 Report
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.
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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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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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