Action Score Quality Value Growth Venn Diagram

Beating The Market With 20% Returns. Reviewing Our 2016 Stock Grader Portfolio.

January 12, 2017 | Read Now

2016 was the first year our Old School Value Action Score that you see on the Old School Value stock analysis software took to the streets.

What is an “Action Score”?

In a nutshell, it’s a set of 9 (mostly value based) metrics used to score a stock between 0-100. Stocks are then graded based on their scores.

The #1 goal of the Action Score is to reduce the time spent trying to find ideas.

If you believe in the 80/20 rule, you’ll see that you tend to spend 80% of your time looking for stocks. Less (much less) than 20% of the time is spent on analyzing, thinking, valuing and learning about companies.

The #2 goal of the Action Score is to utilize a mix of uncommon metrics and fundamentals to create a quantitative strategy for people who are short on time, yet enjoy the DIY investing approach.


2016 Free Value Strategies Performance Review

January 11, 2017 | Read Now

Results are in.

First, I’ll be going over results of the free value stock screeners and then in a few days, I’ll post the results of the Action Score with a breakdown of how each grade did.

I’m also excited to share a report later this month where the Action Score was independently tested to verify the accuracy and expected returns of the Old School Value Action Score.


Ben Graham’s 1932 Forbes Articles

January 9, 2017 | Read Now

In 1932, Ben Graham became a freelance writer for Forbes during the bottom of the Great Depression.

Talk about timing.

With the economy sinking, it would have been tough to write about stocks will go back up. But true to form, in the middle of crashes and people’s accounts getting wiped out, Graham wrote about why the market was cheap with a healthy dose of common sense and objectivity.


Our Market Beating Action Score – How Combining Quality, Value, Growth Metrics Produce the Best Results

January 7, 2017 | Read Now

An explanation of the Action Score: How the Action score is created using Q,V,G factors; What metrics make up Q,V and G; backtested results showing 20% CAGR over 17 years. Plus a free download of the top 50 Action Score Stocks.


A Deeper Look at the Retail Industry

January 6, 2017 | Read Now

The crowd of companies in this section [Manufacturing, Service and Retailing Operations] sells products ranging from lollipops to jet airplanes. Some of these businesses, measured by earnings on unleveraged net tangible assets, enjoy terrific economics, producing profits that run from 25% after-tax to far more than 100%. Others generate good returns in the area of 12% to 20%. A few, however, have very poor returns, a result of some serious mistakes I made in my job of capital allocation. I was not misled: I simply was wrong in my evaluation of the economic dynamics of the company or the industry in which it operated.
—Warren Buffett, Letter to Shareholders 2013


The TRUE Father of Special Situations

December 15, 2016 | Read Now

As I continue to make my way through The Snowball: Warren Buffett and the Business of Life, there’s an extraordinary amount of details into how Buffett’s early partnership started, the original investments and the outcomes.

Following Ben Graham’s deep value background, Buffett spent most of this early days as an active investor.

Before Munger was able to convince him that buying compounding businesses at a reasonable price was the way to go, Buffett ran a special situation segment of his portfolio.
During his partnership years, this is what his allocation looked like.


Old School Investing Curated Links (Dec. 12th Edition)

December 12, 2016 | Read Now

We are on the home stretch to end 2016 and our 2016 Action Score portfolio is flying towards the finish line.

I haven’t had much time to provide as many updates this year, but I’ll send a 2016 performance report in Q1 next year.

So far, the Action Scores have been achieving phenomenal gains.


white chicken

Don’t Be A Chicken

December 1, 2016 | Read Now

A few years ago I went on a company due diligence trip with a friend of mine who manages a microcap fund. We spent the morning with management and the afternoon visiting a few of their customers.

At dinner that evening we replayed the day’s events. Towards the end of the discussion my friend says, “You know the thing I like most about this company is their customers would really be screwed without their product.”


Why Amazon is a Great Company AND Stock

November 29, 2016 | Read Now

Got a treat for you.
I’ve got you listed as a reader on the “A” list email club which means, I’m sending you extra value emails that I won’t be posting anywhere else or sending to the rest of the group.
Because you’ve shown that you appreciate my emails, I want to return the favor by giving you special goodies.


Columbia’s Bruce Greenwald: Are Corporate Profits Sustainable?

November 22, 2016 | Read Now

an interview with Bruce Greenwald who’s being interviewed by Michael Ricciardi, the CEO and Managing Partner of Mercury Capital Advisors. In this interview Bruce talks about why he doesn’t think that corporate profit margins will be reversing to the historical mean.


Free resources to discover

Download 3 free stock calculator spreadsheets following the methods we use for our DCF, Grahams Formula and DuPont Analysis.

Understand the value of a stock as well as a deeper dive into how ROE is calculated.

DOWNLOAD THE SPREADSHEETS

value stock screener pre-defined list

Download a PDF of an independent study performed to validate and evaluate the performance of our Action Score Stock Grading and Valuation tool. Statiscal data with easy to understand explanations on how to interpret the data. See how the stock grading system works and leverage the work to pick winning stocks.

DOWNLOAD THE PAPER

Action Score Stock Grader Validation and Test

See how you can leverage the Old School Value stock grading and valuation tool to achieve market beating returns to generate a bigger portfolio. We disclose the 2016 performance and disclose how to piggyback our proven scoring and ratings system.

CHECK THE PERFORMANCE

Action Score Stock Grader Performance

Enjoy our various list of value focused, free pre-defined stock screens.

Based on the ideas of Graham, Buffett, Greenblatt and other strategies.

Updated weekly.

GO TO FREE SCREENERS

value stock screener pre-defined list

A recommended reading list for anyone interested in fundamental analysis and value investing.

Each book is categorized into difficult.

VIEW THE BOOKS NOW

9 value investing blogs that we highly recommend.

Excellent quality with a focus on education.

SEE THE BEST BLOGS

If you are running low on ideas of want to jumpstart your idea brain, check out these sites.

We have collected the best sites that offer quality stock ideas without any sales or being pushy.

SEE STOCK IDEA SITES

From books, to websites, to podcasts, newsletters and more, we list the 60 best investing resources related to value investing you would be crazy to miss.

EXPLORE THE RESOURCES

Fatten Your Portfolio with Old School Value
FREE TO USE FOR AAPL, AMZN, MSFT