Investment Ideas & Company Research

Top 25 Compounders that are Cheap; & Some Thoughts on Investment Process

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Investors use all kinds of inputs to make investment decisions. When looking for individual stocks to buy, “bottom up” investors use balance sheet, income statement, and cash flow data to make decisions on whether or not to buy the stock in question. Over the years my investment strategy has shifted to focus more on balance sheet numbers. Probably half of my screens and scans revolve around cheapness relative to assets, and the other half still use multiples of earnings/cash flow/sales, etc… […]

Investment Ideas & Company Research

Jos. A Bank at a 2-year Low & Some Thoughts on Momentum vs Mean Reversion

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I was going through my daily routine of looking through stock lists and scans, and one of the lists I like to watch is the 52 week low list. Buffett and Walter Schloss have both said that they look at this list each and every day, so I thought it would be good to copy that part of their routine. However, I will mention a few warnings to heed if anyone wants to use this list as a watchlist. There […]