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Value Stock Geek

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Value Stock Geek
Value investing
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Net worth:
United States
Life stage:
SINK (Single Income, No Kids)
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Latest Blog Posts

After deliberating the issue for the last month, I decided to go ahead and deploy my cash balance and place 10% of my portfolio into global indexes boasting a low CAPE ratios. Today I executed the below trades, which places 10% of my portfolio into the five country indexes boasting the lowest CAPE ratios in the world: Poland – EPOL – 36 Shares @ $27.245 Singapore – EWS – 39 shares @ $25.215 Brazil ...
Posted: Oct 18 2017 @ 7:00 PM
Counterintuitive Findings Prior to reading Deep Value by Tobias Carlisle, I always thought that the key in value investing was to find cheap companies that could grow fast. Buffett even discussed the merits of combining growth and value in his 1992 letter: Most analysts feel they must choose between two approaches customarily thought to be in opposition: “value” and “growth.” Indeed, many investment professionals see any mixing of the two terms as a form ...
Posted: Oct 15 2017 @ 1:51 PM
Debt: The Best Measure of Risk One of my core beliefs as an investor is that debt is the best measure of risk. Academic attempts to define risk as the volatility of a stock price are ridiculous. Risk is the possibility of a permanent loss of capital. The risk that a company will go out of business is heightened through the use of leverage. There is no perfect measure of risk, but I think ...
Posted: Oct 08 2017 @ 4:59 PM
Macro is probably a waste of time, but I can’t help myself Everywhere I turn in discussions of the stock market, everyone seems to have made a similar conclusion: (1) The stock market is in a bubble, (2) the Federal Reserve created the bubble, (3) When the bubble bursts, we will be faced with financial Armageddon. The mood among value investors looking at a historically high CAPE ratio is something like this: I love ...
Posted: Oct 07 2017 @ 10:39 AM
I had a nice run this quarter after underperforming for most of the year. We will see if it lasts. Interestingly, nearly all of the gains occurred in the last month. A month ago, I was down 2.72% for the quarter and the portfolio then staged a resurgence. Even after the resurgence, I still lag the S&P significantly by 8.8% For most of the year, richly valued large-capitalization growth stocks dominated the ...
Posted: Sep 30 2017 @ 8:35 AM
I bought 89 shares of Foot Locker this morning at a price of $34.4445. ...
Posted: Sep 25 2017 @ 9:43 AM
I bought 51 more shares of Gamestop today at $19.9645. This increases my position to $2,978.51, or 6% of my portfolio. ...
Posted: Sep 22 2017 @ 11:28 AM
I came across this interview with Walter Schloss and it was packed with interesting quotes and insights. Walter Schloss started his career on Wall Street in 1934 as a runner at the age of 18. He read Graham and Dodd’s Security Analysis and later went to work for Graham in his partnership. When Graham closed his partnership, Schloss went on to manage money himself. He managed money from 1956 through 2003 and delivered ...
Posted: Sep 16 2017 @ 7:34 AM
Holding Cash in a Euphoric Market I have a problem. 26% of my portfolio is in cash. I hate cash. It earns nothing. My preference is to be fully invested at all times. I prefer not to try to time the market. But . . . I am frightened by the valuations present in the U.S. market right now. I don’t believe in market timing, but with a Shiller CAPE around 30, average ...
Posted: Sep 09 2017 @ 10:39 AM
I sold my positions today in UIHC and FNHC today. Both are Florida based insurance companies. I bought them last year because they were cheap in the wake of Hurricane Matthew. They are both well-run insurance companies and all they had to do to realize their value was for Florida to avoid another hurricane. With a category 5 hurricane on a direct course for Miami, it seemed prudent to sell both positions. Last ...
Posted: Sep 05 2017 @ 6:53 PM


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