Value investing, in its simplest terms, means buy low, sell high, the universal primary tenet of business. Value investing is defined as a systematic process of purchasing high-quality stocks at an undervalued market price, quantified by intrinsic value and justified through financial analysis, then selling the stock promptly upon market price recovery.
This site teaches the investor about the four core principles of value investing. There are various in-depth sections, including tutorials about intrinsic value and security analysis.
Furthermore, there is a membership-only section that utilizes a Value Investment Fund with eight pools of different industries and 60-plus potential investments that are monitored regularly. This Fund has a six-year history of 25% annualized returns.
Value Investment Fund – 10/31/25 Report Each month, the Value Investment Fund reports its results through the last day of that period. The following is a report of all activity during the October 2025 period, along with the current financial status of the Value Investment Fund. During October 2025, the Value Investment Fund had one
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lululemon athletica inc. – Book, Intrinsic, Buy, and Sell Value Points lululemon athletica inc. (the company purposely does not capitalize its name) designs, distributes, and retails athletic clothing, footwear, and other sports-related accessories. It is more oriented towards the female gender (63% of sales). The company has over 750 stores worldwide and employs 39,000 people.
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Intrinsic Value – Core Concept In business, cash is king. To truly determine intrinsic value, the investor must calculate the cash equivalent of the existing overall operation and assign a prorated share to the security under examination. This is the core concept of intrinsic value, compute the true worth of a security. Securities exist
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Wendy’s – Purchased Another 3,000 Shares Today, October 13, 2025, the Value Investment Fund purchased a second tranche of Wendy’s stock. The restaurant’s pool acquired another 3,000 shares at $8.75. The total investment is $27,000, including the 25-cent per share transaction fee. The Fund now owns 6,000 shares with a total cost basis of $57,750.
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Choice Hotels – Value Investing Price Points Choice Hotels is one of the six potential Value Investment Fund members within the Hotels Industry pool of investments. There are four standard value investing price points for the reader to consider, along with three key performance indicators. A value investor takes into consideration all of these price
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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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