Contents
- March 28, 2022 - Value or Growth Investing
- February 10, 2021 - Value Investing – History and Modern Day Concept
- November 5, 2020 - Value Investing – Definition, Core Tenet and Principles
- March 26, 2019 - Value Investing
- Investment Fund
- November 6, 2024 - Huntington Ingalls Industries - Sold PUTs November 2024
- November 4, 2024 - Huntington Ingalls Industries - Bought 200 Shares
- October 27, 2024 - Warner Brothers Discovery - More Shares Please
- March 7, 2024 - Purchased Warner Bros.
- March 5, 2024 - Sold Wells Fargo - 34.59% Annualized Return
- March 5, 2024 - Purchased Choice Hotels
- March 5, 2024 - Sold Norfolk Southern Railroad - 31.64% Annual Return
- September 2, 2023 - Value Investment Fund - August 31, 2023
- July 31, 2023 - Value Investment Fund – July 31, 2023
- July 14, 2023 - Value Investment Fund – June 30, 2023
- July 13, 2023 - Value Investment Fund – May 31, 2023
- July 12, 2023 - Value Investment Fund – April 30, 2023
- July 12, 2023 - Value Investment Fund – March 31, 2023
- July 11, 2023 - Value Investment Fund – February 28, 2023
- July 10, 2023 - Value Investment Fund – January 31, 2023
- July 10, 2023 - Value Investment Fund – End of Year Report 12/31/2022
- July 8, 2023 - Value Investment Fund – November 30, 2022
- July 5, 2023 - Value Investment Fund – October 31, 2022 Report
- July 3, 2023 - Value Investment Fund – September 30, 2022
- June 24, 2023 - Value Investment Fund – August 31, 2022
- June 20, 2023 - Value Investment Fund – July 31, 2022
- December 31, 2022 - Sold PUTS at Year End 2022
- July 10, 2022 - Value Investment Fund – End of June 2022 Report (Halfway Through 2022)
- May 31, 2022 - Value Investment Fund – End of May 2022 Report
- May 3, 2022 - Value Investment Fund – April 30, 2022 (Monthly Report)
- April 12, 2022 - End of 1st Quarter 2022 Report – Value Investment Fund
- March 1, 2022 - Value Investment Fund – February 28, 2022 Results (Monthly Report)
- February 1, 2022 - Value Investment Fund – January 31, 2022 Results (Monthly Report)
- January 17, 2022 - Value Investment Fund – End of Year 2021 Report
- January 2, 2022 - Value Investment Fund – Status on November 30, 2021
- December 13, 2021 - Value Investment Fund – Status on October 31, 2021
- October 3, 2021 - Value Investment Fund – Status on September 30, 2021
- September 7, 2021 - Value Investment Fund – Status on August 31, 2021
- September 6, 2021 - Value Investment Fund – Status on July 31, 2021
- August 7, 2021 - Value Investment Fund – Status on June 30, 2021
- July 11, 2021 - Value Investment Fund – Status on May 31, 2021
- May 17, 2021 - Value Investment Fund Status Week 29 – Just Gliding Along
- May 11, 2021 - Value Investment Fund Status Week 28 – Steady As She Goes
- May 4, 2021 - Value Investment Fund – Status on April 30, 2021
- April 24, 2021 - Value Investment Fund Status Week 26 – Halfway Point Report
- April 19, 2021 - Value Investment Fund Status Week 25 – Continued Growth
- April 12, 2021 - Value Investment Fund Status Week 24 – Maintaining Position
- April 5, 2021 - Value Investment Fund – Status on March 31, 2021
- March 28, 2021 - Value Investment Fund Status Week 22 – A Fair Return For The Week
- March 21, 2021 - Value Investment Fund Status Week 21 – Disappointment
- March 14, 2021 - Value Investment Fund Status Week 20 – Super Growth
- March 8, 2021 - Value Investment Fund Status Week 19 – Another Good Week
- February 28, 2021 - Value Investment Fund – Status on February 28, 2021
- February 20, 2021 - Value Investment Fund Status Week 17 – Three in a Row
- February 14, 2021 - Value Investment Fund Status Week 16 – Another Good Week
- February 8, 2021 - Value Investment Fund Status Week 15 – Amazing Movement Forward
- February 1, 2021 - Value Investment Fund – Status on January 31, 2021
- January 24, 2021 - Value Investment Fund Status Week 13 – No Change From Prior Week
- January 17, 2021 - Value Investment Fund Status Week 12 – Principles are Working.
- January 11, 2021 - Value Investment Fund Status Week 11 – Good Week
- January 4, 2021 - Value Investment Fund – Status on December 31, 2020
- December 27, 2020 - Value Investment Fund Status Week 9 – No Change
- December 20, 2020 - Value Investment Fund Status Week 8 – Patience
- December 13, 2020 - Value Investment Fund Status Week 7 – Tough Week
- December 7, 2020 - Value Investment Fund Status Week 6 – 3.2X Dow Jones Industrial Average
- December 3, 2020 - Value Investment Fund – Status on November 30, 2020
- November 21, 2020 - Value Investment Fund – Fund Status 11/21/2020
- November 16, 2020 - Value Investment Fund – Fund Status 11/14/2020
- November 8, 2020 - Value Investment Fund – Status 11/07/2020
- November 2, 2020 - Value Investment Fund – Status at October 31, 2020
- October 26, 2020 - Lessons Learned – Value Investing Fund Year One
- October 19, 2020 - Value Investing CRUSHES the Dow Jones Industrial Average by 353%!
- Banking Pool
- March 5, 2024 - Sold Wells Fargo - 34.59% Annualized Return
- March 17, 2023 - Bought 400 Shares – Wells Fargo
- March 13, 2023 - Sold Comerica Bank Two Hours Later
- March 13, 2023 - Bought Comerica Bank
- October 19, 2022 - Sold Wells Fargo Position
- May 4, 2022 - Sold PUTs on JPMorgan Chase & Co.
- April 30, 2022 - Bank of New York Mellon – Monitor Closely
- January 11, 2022 - Wells Fargo Bank – One Year Report
- February 8, 2021 - Calculating Intrinsic Value for Bank Stocks
- January 24, 2021 - Purchased Bank of New York Mellon Corporation
- January 14, 2021 - Purchased 2nd Tranche of Wells Fargo Bank
- January 14, 2021 - Sold Comerica Bank – Earned 18.38% in 35 Days!
- January 12, 2021 - Purchased 292.0560 Shares Wells Fargo Bank
- December 11, 2020 - Value Investment Fund Buys 369.9593 Shares of Comerica Bank
- Railways Pool
- March 5, 2024 - Sold Norfolk Southern Railroad - 31.64% Annual Return
- September 28, 2023 - Buy Norfolk Southern Corporation (Railroad)
- June 20, 2023 - Union Pacific – Performance Evaluation of 2020
- April 28, 2023 - Bought Norfolk Southern Corporation
- September 30, 2022 - Sold PUTs on Norfolk Southern Railroad
- February 17, 2022 - Union Pacific Loses $20 Billion of Intrinsic Value in 2021
- March 28, 2021 - Sold 104.712 PUTs on Norfolk Southern Railroad
- February 27, 2021 - Dividends and Earnings Analysis – Railroad Stocks
- February 20, 2021 - Sold Union Pacific PUTs
- January 31, 2021 - Sold 113.6363 PUTS on Union Pacific Railroad
- January 8, 2021 - Sold Union Pacific – 23.66% Return in 72 Days
- December 12, 2020 - Sold PUTS Norfolk Southern Railroad
- November 9, 2020 - 13.85% Return in 13 Days!
- October 29, 2020 - Purchased 114.9557 Shares of Union Pacific
- October 28, 2020 - Purchased 98.2849 Shares of Norfolk Southern
- October 25, 2020 - Sold PUTS on Railroad Stocks
- October 16, 2020 - Sold 49.060606 Shares of Norfolk Southern Railroad for a 14.97% Annual Gain
- August 11, 2020 - Railroad Fund Status July 31, 2020
- June 30, 2020 - Railroad Fund Balance 06/30/2020
- June 5, 2020 - 56.67% Return on Investment: Union Pacific Railroad
- March 10, 2020 - Key Performance Indicators in the Railroad Industry
- February 27, 2020 - Railroad Fund – Update 02/27/2020 Purchased Union Pacific
- February 26, 2020 - Railroad Fund – Update 02/26/2020 Coronavirus Impact
- February 24, 2020 - Railroad Fund – Update on 02/24/2020
- February 17, 2020 - Railroad Stocks – Analysis 02/15/2020
- February 15, 2020 - Railroad Fund – Status on 01/31/2020
- January 6, 2020 - Railroad Fund – Status as of 12/31/19
- November 17, 2019 - Union Pacific – Buy/Sell Model
- November 15, 2019 - Canadian Pacific Railroad – Sold Stock at $241.47
- November 6, 2019 - Railroad Fund – Status as of 11/06/19
- October 23, 2019 - Railroad Stock – Discovering Opportunities
- October 16, 2019 - Railroad Companies – A Solid and Steady Investment
- October 11, 2019 - Railroad Stock Investments – The Standard of Measurement to Buy and Sell Railway Stock
- REITs Pool
- July 4, 2023 - Compliance with PUT Options Contract for Essex Property Trust
- March 29, 2023 - Bought 100 Shares of Avalonbay Communities
- March 15, 2023 - Sold PUT Contract for Essex Property Trust
- October 10, 2022 - Purchased 100 Shares of Essex Property Trust, Inc.
- June 15, 2022 - Bought Essex Property Trust
- May 25, 2022 - Essex Property Trust, Inc. – Sold PUTs
- May 24, 2022 - Essex Property Trust – Value Investment Fund Buy
- August 10, 2021 - Sold Equity Residential for $83 per Share/Purchased at $52 per Share
- August 2, 2021 - Sold Essex Property Trust – 74.07% Annual Return
- January 11, 2021 - Purchased 43.2994 Shares Essex Property Trust
- January 10, 2021 - Intrinsic Value of Essex Property Trust
- November 1, 2020 - Value Investing With Real Estate Investment Trusts – Analysis and Evaluation Techniques
- October 27, 2020 - Purchased 606.9803 Shares of UDR, Inc.
- October 25, 2020 - Purchased 382.336 Shares of Equity Residential
- October 24, 2020 - Purchased 48.9644 Shares of Essex Property Trust
- October 23, 2020 - Purchased 192.123 Shares of Equity Residential
- January 22, 2015 - Real Estate Syndication
- December 9, 2014 - Real Estate Investment Trusts – REITs
- Lessons/Tutorials/Resources
- Business Ratios
- November 9, 2019 - High Price to Book Ratios – Proper Interpretation and Evaluation
- May 5, 2019 - Valuation Ratios
- April 18, 2019 - Price to Sales Ratio: A Poor Indicator of Value
- April 7, 2019 - Performance Ratios
- March 31, 2019 - Leverage Ratios
- March 24, 2019 - Price to Cash Flow
- March 18, 2019 - Activity Ratios
- February 22, 2019 - 20 Private Industry Sectors
- November 17, 2018 - Liquidity Ratios
- February 17, 2018 - Return on Equity
- January 6, 2018 - Operating Cash Ratio – Formula and Understanding
- October 15, 2017 - Operating Profit Margin – Formula and Understanding
- October 7, 2017 - Total Assets Turnover Rate – Formula and Analysis
- September 30, 2017 - Debt Ratio
- September 24, 2017 - Fixed Assets Turnover Rate
- September 23, 2017 - Working Capital Turnover
- September 4, 2017 - Cash Ratio
- July 9, 2017 - Accounts Receivable Turnover Ratio
- May 14, 2017 - Net Profit
- February 22, 2017 - Current Ratio
- February 15, 2017 - Business Ratios (Introduction)
- January 9, 2017 - Interest Coverage Ratio
- January 2, 2017 - Gross Profit Margin
- December 31, 2016 - Debt to Equity Ratio
- December 30, 2016 - Net Profit Margin
- December 29, 2016 - Return on Assets
- November 4, 2016 - Accounts Payable Turnover Rate (Ratio)
- February 19, 2016 - Inventory Turnover Rate
- December 8, 2015 - Fixed Assets To Debt Relationship
- January 11, 2015 - Price to Earnings Ratio – Introduction and Interpretation
- January 14, 2014 - Quick Ratio – Definition, Explanation and Proper Use
- Phase I - Four Core Principles of Value Investing
- January 8, 2022 - Value Investing – Churning (Lesson 18)
- March 25, 2021 - Value Investing – Monitoring Performance (Lesson 17)
- February 18, 2021 - Value Investing – Setting Buy and Sell Points (Lesson 16)
- January 29, 2021 - Value Investing – Investment Fund (Lesson 15)
- January 22, 2021 - Value Investing – Pools of Investments (Lesson 14)
- January 3, 2021 - Value Investing – Industry Standards (Lesson 13)
- December 31, 2020 - Value Investing – Business Ratios (Lesson 12)
- December 29, 2020 - Value Investing – Key Performance Indicators (Lesson 11)
- December 16, 2020 - Value Investing – Financial Statements (Lesson 10)
- December 12, 2020 - Value Investing – Principle #4: Patience (Lesson 9)
- December 10, 2020 - Value Investing – Principle #3: Financial Analysis (Lesson 8)
- December 1, 2020 - Value Investing – Principle #2: Intrinsic Value (Lesson 7)
- November 23, 2020 - Value Investing – Principle #1: Risk Reduction (Lesson 6)
- November 20, 2020 - Value Investing – Primary Tenet of Business (Lesson 5)
- November 19, 2020 - Value Investing – Holistic Approach (Lesson 4)
- November 15, 2020 - Value Investing – Market Fluctuations (Lesson 3)
- November 11, 2020 - Value Investing – Risk Aversion (Lesson 2)
- November 10, 2020 - Value Investing – Reasonable Expectations (Lesson 1)
- Phase II - Financial Analysis
- March 24, 2022 - Intrinsic Value – Balance Sheet Fundamentals
- March 13, 2022 - Intrinsic Value – Definition and Introduction
- February 1, 2022 - Value Investing – Industry Principles and Standards (Lesson 25)
- January 30, 2022 - Value Investing – Concepts of Economics and Business Models (Lesson 19)
- March 16, 2021 - Intrinsic Value – Application of Discounted Cash Flows
- April 21, 2020 - Value Investing – Economic Uncertainty (Lesson 23)
- October 30, 2018 - Insolvency – Detection
- February 7, 2017 - Value Investing – Economies of Scale (Lesson 24)
- December 28, 2016 - Break-Even Analysis – Fundamentals
- November 19, 2015 - Penny Stocks- Introduction
- November 2, 2015 - Gross, Operational and Net Profit (Differences)
- February 1, 2015 - Value Investing – Elasticity in Economics (Lesson 22)
- January 7, 2015 - Long Term Debt – Financial Statement Presentation
- November 3, 2014 - Tangible and Intangible – Business Definitions and Use
- August 12, 2014 - Syndication
- June 30, 2014 - Value Investing – Gross Domestic Product (Lesson 21)
- May 15, 2014 - Book Value – Definition and Usage
- February 4, 2014 - Value Investing – The Federal Reserve System (Lesson 20)
- February 1, 2014 - Insolvency and Bankruptcy – Know the Difference
- January 21, 2014 - Common Stock – Definition
- December 10, 2013 - Current Liabilities Section of the Balance Sheet
- September 24, 2013 - The Fixed Assets Section of the Balance Sheet
- April 6, 2013 - Definition of Contribution Margin
- March 11, 2013 - An Explanation of Current Assets
- March 7, 2013 - An Explanation of Goodwill – Part I – Generating Goodwill
- January 28, 2013 - How to Read a Balance Sheet – Equity Section (Simple Format)
- January 25, 2013 - Business and Industry Growth
- January 5, 2013 - The Definition of Fixed Assets
- January 4, 2013 - Stability of Historical Earnings
- January 3, 2013 - An Explanation of Inventory Turnover
- December 17, 2012 - How to Read a Balance Sheet – Simple Format
