I am a partner in a small training company, operating in north east italy, romania and, since 2015, in croatia. Apr 19, 2017 the best stock portfolio tracking spreadsheet. Jae jun began the website old school value to fill this need. Start reading the news feed of old school value right away. These three websites emphasize screening for value stocks. It looks for companies that are priced so cheaply by the market that their cash balance is worth more than their enterprise value. So a day is filled with finding ways to make the website look better, load faster, look for ways to attract visitors, engaging with readers and the public, addressing support tickets and so on. I believe that people can learn a lot about the stories. Twenty lessons the 2008 crash can teach you about investing by jae jun, old school value. More importantly, its how he defined that is often ignored. As you specifically mention old school value, id be happy to elaborate whether osv is for you.
It started out with a great deal of ambition and promise as jae jun brought osv to market. I believe that people can learn a lot about the stories that many people have to share. Jan 11, 2016 it really comes down to what you are looking for. For quick fundamental information on the value of a company as an investment, he built a pretty solid system for rating investment. Jae jun admin posts 1408 4 selling is defnitely harder. What ive realized after doing this since 2008 is that most people dont have the time and devotion t. Trials and tribulations of negative enterprise value investing. Jae has plenty of stock market experience and annualized returns of around 20%, and has spent a lot of time thinking about his strategy for wall street. You can also use your screening software to search for netnets, stocks that adhere to the graham formula, and stocks that pass combinations of graham investment criteria. A screen based on benjamin grahams original intrinsic value formula. Negative ev stocks are almost definition unloved by the markets and discarded in the trash heap. For quick fundamental information on the value of a company as an investment, he built a pretty solid system for rating investment in a company. Revealing my action score stock and the dilemma of selling. By jae jun of old school value thursday, may 4, 2017 12.
At old school value, we focus on providing the best stock analysis software for value investors. Use a free and simple stock screening tool to select magic formula stocks, as described in joel greenblatts book the little book that beats the market. Then i can use that value to help me determine a margin of safety. Jae jun thinks his spreadsheet program is better than it really is. I love to find interesting and motivating people who i can talk to about what i love the most investing. Years ago when i began learning about value investing i came across jae jun s great site old school value first off, if youve never gone to the site its a must read for every value. Stock guide from a person with a few months of experience. Value investors club where top investors share their best ideas. V is the intrinsic value, eps is the trailing 12 month eps. My detailed notes to moats and competitive advantages jae jun. Aug 14, 20 about a month ago, i wrote about the attractive historical performance of negative enterprise value stocks.
Pe valuation model that vitaliy katsenelson created and explains in his book active value investing. In no event shall be liable to any member, guest or third party for any damages of any kind arising out of the use of any product, content or other material published or available on, or relating to the use of, or inability to use, or any content, including, without limitation, any investment losses, lost profits. Lets get straight into jae s experience and philosophy on investing. Even though i have vast experience with their ecosystem as a buyer and also as a 3rd party seller on. The wall street for dummies guide demystifying investing. When you type in jae jun value investing blog the first blog to pop up is a blog titled 60 of my favorite value investing resources youd be crazy to miss. The trouble is having the time, and the knowledge, to know where to begin. These all pale in comparison to reading buffetts annual letters to berkshire shareholders and books by the best value investors, starting with graham, greenblatt, greenwald, etc. The two stock analysers you mentioned are great options, and jae jun makes some good points as to how to figure out whether theyre worth it or not. Old school value has a robust stock screener tool that has. Jae jun is the founder of old school value on a mission to provide practical and actionable value investing tools.
Aug 18, 2014 buying value stocks instead of cheap stocks is a concept that i discuss with jae jun from old school value. Twenty lessons the 2008 crash can teach you about investing by jae jun, old school value following on from the 3 key takeaways from seth klarmans 20 letter, heres a little throwback to 2008 and what it can teach you about investing. The name of the ebook is the ultimate guide to stock valuation and it covers 8 different techniques to calculate the value of a particular stock. Just to let you know, im not some guru or genius investor. Total sa, big shopping centers ltd, steven madden ltd, skechers usa inc. Navigate global equity markets using the 17rule stock selection framework that warren buffett recommends. Negative enterprise value is a deep value bargain strategy inspired by the writings of investment writer, jae jun. That said, i follow valuewalk, mungerisms, jae jun. Stock valuation, research, and analysis software and spreadsheet using proven metrics and models to help longterm and value investors beat the stock market. Aug 16, 20 jae jun over at old school value has just released a free ebook on stock valuation methods. Jae jun is the founder of old school value, a deep fundamental analysis tool that helps value investors make speeds up the analysis process and make better investment decisions. Jae jun is open to all types of investments deep value or moat situations. As a value investor, using the intrinsic value formula is a tool that can help me determine what the value of said company is.
Jae jun is the founder of old school value, a deep fundamental analysis tool that helps value investors speed up the analysis process and make better investment decisions. There are so many lessons you have to keep in mind. This week, id like to illustrate some of the challenges of investing in negative ev stocks by delving into some recent opportunities. I would also look into something like stride value investing software. Old school value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell. I encourage everybody to learn from the failures and successes the people around you have experienced. Expert interview with jae jun on value investing for. Onestop investment analysis and stock valuation app and spreadsheets to save you time, help you find better investment ideas that are more likely to outperform, and reduce the risk of losing money. First off, if youve never gone to the site its a must read for every value investor. Interview with jae jun of old school value site valuewalk. Never realized that anyone would ask this question about me.
For a medium term investor investment horizon of 5 to 6 years, the answer will shift focus to the severity of a market crash instead of focusing on a binary event. Readers will be introduced to important value investing. Why guy spier rejected warren buffetts investment strategy. The dream of any value oriented software investor is that ultimately fundamentals improve enough that growth and more neutral investors begin to pile in. Introducing the action score how combining quality, value. He developed an innovative stock and corporate analysis software that can deliver quick insights as to whether or not a stock is a good value. The dhandho method expands on the groundbreaking principles of value investing expounded by benjamin graham, warren buffett, and charlie munger. Now go to ben graham net net stocks and a 7 step checklist to make money with net nets. Interview with old school value founder jae jun wall. We build high quality, problem solving software with a focus on convenience. Jae jun save changes cancel creator of old school value, an investment tool that tells you what and why you should buysell using fundamental stock screening. I made a big value investing mistake with amazon by overly focusing on the numbers and valuation. Interview with old school value founder jae jun i love to find interesting and motivating people who i can talk to about what i love the most investing.
Value investing, perhaps more than any other type of investing, is more concerned with the fundamentals of a companys business than its stock price or market factors affecting its price. Jae jun from old school value has blog posts breaking down the screening performance of all of these methods. You can read the original blog post here jae jun quits his job, goes allin on old school value blog. He is the father of value investing, and his techniques are still widely used today. So it was great to interview him for value investing almanack. Oct 02, 2017 the voss sauce of software value investing. Expert interview with jae jun on value investing for everybody mint. Ive admired jae s work at osv and thoughts on investing for long, much before i started safal niveshak. His entrepreneurial spirit and value investing philosophies ring.
There are plenty of tools that analyze stocks but not much in the arena of well made stock portfolio trackers. No backtesting system is perfect and all the work ive been putting into developing a software application has revealed why paper results vary with real world results. In a sense, its an allinclusive look at what you need to do to really get going on a sustainable value investing. The webs best sites for value investing free download as. What value investing blog would you recommend for beginners. Share tweet for exclusive info on hedge funds and the latest news from value investing world at only a few dollars a month check out valuewalk. Stock scoring, screening and valuation tool for busy value investors. Once i have that set then i can start my investigation into the company to determine whether or not i want to own a piece of that business. This is a guest post from one of divnets finest value investors, jae jun of old. First sponsored child look what weve done in only 9 months. Having run old school value for this long, im very aware of the software, search. Jae jun is the founder of old school value on a mission to provide practical and actionable value investing tools, tutorials and educational material. As a fullfledged entrepreneur now, with his fulltime duties dedicated to. Years ago when i began learning about value investing i came across jae juns great site old school value.
Intrinsic value formula for beginners intrinsic value formula. One of my favorite ways of finding investment opportunities is to read other peoples blogs and learn about opportunities that others have already discovered and thats why i decided to interview jae. Following on from the 3 key takeaways from seth klarmans 20 letter, heres a little throwback to 2008 and what it can teach you about investing. Old school value accepts no liability whatsoever for any loss or damage of any kind arising out of the use of all or any part from old school value or any of the tools containing the name old school value. This is a rare occurrence, but when it does happen it can result in incredible returns. Could you tell us a little about your background, and also about your wonderful blog old school value. If you sign up with a valid email address you get access to 45 days delayed ideas. Under no circumstances does any information posted on oldschoolvalue. Creator of old school value, an investment tool that tells you what. Old school value llc, its family, associates, or affiliates are not operated by a broker, a dealer, or a registered investment adviser. What are the best blogs and twitter accounts for value. Stock valuation, research, and analysis software and spreadsheet using proven metrics and models to help longterm and value. Owner jae jun also writes very detailed posts analyzing particular stocks using a variety of valuation methods to show you how value investing works. Interview with old school value founder jae jun wall street.
What are the best stock analyzers for value investing. Reverse stock screeners help you take a list of specific stocks and compare them. Costco wholesale corp, colgatepalmolive company, teradata corp, under armour inc a. Five common investing mistakes i made that you should avoid by jae jun, old school value. More articles on jae jun revealing my action score stock and the dilemma of selling jae jun oct 23, 2018. It is a stock grader, value screener, and valuation tools for the.
Most people recognize old school value as a value investing blog, but most of my time goes into managing and growing the business side of it. Jae jun interview, ceo of the old school value site by lukas neely. Unfortunately my work does not leave me enough time for. Second, there was something else that intrigued me about the site. In warren buffetts 1992 letter, he wrote about value and growth investing. Learn how to invest your money, how to pick stocks, and how to make money in the stock market at. I have started to develop my knowledge in value investment since 2011, and later especially in deep value thanks to evan bleker and jae jun. The best free stock portfolio tracking spreadsheet. Benjamin grahams seven timetested criteria to identify strong value stocks. Jae jun is the author of a very successful value investing blog, old school value. This sites feed is stale or rarely updated or it might be broken for a reason, but you may check related news or popular pages instead.
Our stock analysis software was developed to analyze stocks from a value investors. Their interactive features help value investors perform deep fundamental valuation analysis on usbased stocks. This week, id like to illustrate some of the challenges of investing in negative. Sep 10, 2018 by jae jun of old school value monday, september 10, 2018 6. One of the earliest proponents of this fundamentalsbased value investing. Back during my schooling years, i studied the same problem again and again so that i didnt. The stock market is not just for cfos and the independently wealthy.
Creator of old school value, an investment tool that tells you what and why you should buysell using fundamental stock screening, valuation and analysis. About a month ago, i wrote about the attractive historical performance of negative enterprise value stocks. My focus is on the value investing community and thats how. He seeks to acquire them at reasonable prices from their intrinsic values. Mar 09, 2020 benjamin grahams seven timetested criteria to identify strong value stocks. Old school value stock grading software company founded by jae jun.
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