Value Investing Archives

The 5 Formulas for Successful Investing According to Warren Buffett

Investing, Value Investing, Warren Buffett / Steve Burns

Warren Buffett’s investment philosophy has created extraordinary wealth over six decades, transforming Berkshire Hathaway from a struggling textile company into one of the world’s most valuable corporations. His approach isn’t based on complex algorithms or market timing, but rather on fundamental principles that any investor can understand and apply. These five essential formulas form the […]

The 5 Formulas for Successful Investing According to Warren Buffett Read More »

5 Reasons Warren Buffett’s Berkshire Hathaway Is A Value Stock Now

Stock Market, Stocks, Value Investing, Warren Buffett / Steve Burns

Warren Buffett’s Berkshire Hathaway stands at a fascinating crossroads. As the legendary investor approaches his 95th birthday and prepares for a leadership transition, his corporate conglomerate has amassed an unprecedented cash position while trading at what analysts consider significantly undervalued levels. For value investors seeking quality companies at attractive prices, Berkshire presents a compelling opportunity

5 Reasons Warren Buffett’s Berkshire Hathaway Is A Value Stock Now Read More »

The 10 Best Stocks that Meet Warren Buffett’s Buying Criteria Right Now

Growth stocks, Stock Market, Stocks, Value Investing, Warren Buffett / Steve Burns

Warren Buffett’s legendary investment success stems from a disciplined approach that has created tremendous wealth for Berkshire Hathaway shareholders over the decades. While many investors attempt to replicate his strategy, few truly understand the fundamental principles that guide the Oracle of Omaha’s stock selection process. Let’s look at how to identify Buffett-style stocks and ten

The 10 Best Stocks that Meet Warren Buffett’s Buying Criteria Right Now Read More »

Warren Buffett’s 10 Rules for Stock Picking

Investing, stock investing, Stock Market, Stocks, Value Investing, Warren Buffett / Steve Burns

Warren Buffett’s investment philosophy has generated extraordinary returns for the Berkshire Hathaway portfolio over the decades. His approach combines quantitative analysis with qualitative judgment, focusing on long-term value creation rather than short-term market movements. The following ten rules distill his documented principles into actionable guidelines for stock selection: 1. Stay Within Your Circle of Competence

Warren Buffett’s 10 Rules for Stock Picking Read More »

Warren Buffett: How Many Stocks Should You Own?

stock investing, Value Investing, Warren Buffett / Steve Burns

In his 1962 partnership letter, Warren Buffett gave his investing clients an overview of his value investing strategy he calls The Generals.[1] “We usually have fairly large portions (5% to 10% of our total assets) in each of five or six generals, with smaller positions in another ten or fifteen.” – Warren Buffett This example

Warren Buffett: How Many Stocks Should You Own? Read More »

Growth Vs Value Investing

Growth stocks, Value Investing / Steve Burns

There are two primary methods for investing in the stock market: value investing and growth investing. Value investors want to buy a dollar in value for 50 cents today and a growth investor wants to but a future five dollar value for one dollar today. They are different ways of thinking but both can be

Growth Vs Value Investing Read More »

Dogs of the Dow 2022

Value Investing / Steve Burns

Dogs of the Dow System The Dogs of the Dow investment strategy first became popular after Michael B. O’Higgins’s published the book, Beating the Dow, in 1991 where the phrase Dogs of the Dow was first used. The Dogs of the Dow strategy is a simple strategy based on the theory that a high dividend

Dogs of the Dow 2022 Read More »

Margin of Safety

Investing, Value Investing / Steve Burns

“A margin of safety is achieved when securities are purchased at prices sufficiently below underlying value to allow for human error, bad luck, or extreme volatility in a complex, unpredictable and rapidly changing world.” – Seth Klarman For investors the margin of safety is the variance between the fundamental value of the underlying company of

Margin of Safety Read More »

Growth vs Value Stocks

Growth stocks, Stock Market, Stocks, Value Investing / Steve Burns

There are two primary types of stocks in the market, growth stocks and value stocks and each have specific characteristics for investors. Here is a summary of the differences between the two types. Value stocks allow the investor to buy a business at a great price, growth stocks allow an investor to buy the future

Growth vs Value Stocks Read More »

Current Warren Buffett Stocks 2021: Q1 Update

Investing, Portfolio, Value Investing, Warren Buffett / Steve Burns

Warren Buffett’s company Berkshire Hathaway was holding 46 different company stocks in its portfolio on March 31, 2021, according to the most recent regulatory filing with the SEC from the 1st quarter of 2021. The five biggest positions account for over 75% of the portfolio’s value: $AAPL $BAC $KO $AXP and $KHC. The top ten

Current Warren Buffett Stocks 2021: Q1 Update Read More »

Current Warren Buffett Stocks 2021

Investing, Stock Market, Stocks, Value Investing, Warren Buffett / Steve Burns

Warren Buffett’s company Berkshire Hathaway was holding 38 different company stocks in its portfolio on December 31st 2020, according to the most recent regulatory filing with the SEC in the 4th quarter of 2020. The five biggest positions account for over 67% of the portfolio’s value: $AAPL $BAC $KO $AXP and $KHC. The top ten

Current Warren Buffett Stocks 2021 Read More »

Current Seth Klarman Portfolio 2021

Investing, Market Wizard, Market Wizards, Value Investing / Steve Burns

Seth Klarman is a billionaire hedge fund manager, and author. His primary method in the markets is value investing like Benjamin Graham. His focus is on finding unpopular assets that are undervalued and he buys them looking for a price rise back to true value over time. He is the portfolio manager of the Baupost

Current Seth Klarman Portfolio 2021 Read More »

Benjamin Graham Quotes for Investors

Investing, Investor, Value Investing / Steve Burns

Benjamin Graham is the father of value investing based on price versus fundamental underlying business value. He was a college professor, successful investor, money manager, and the best selling author of the classic book ‘The Intelligent Investor’ and co-authored ‘Security Analysis’. He taught at Columbia Business School and UCLA’s Anderson School of Management. His top

Benjamin Graham Quotes for Investors Read More »

Current Warren Buffett Portfolio

Investing, Stock Market, Value Investing, Warren Buffett / Steve Burns

Here are the Berkshire-Hathaway portfolio holdings managed by Warren Buffett as of March 31, 2020 that were reported in the 13F filing to the SEC on May 15, 2020 along with other filings. His portfolio holdings by sector: Information technology 39% Financials 35% Consumer Staples 16% Consumer discretionary 5% Industrials 3% Health Care 2% Company/Ticker/

Current Warren Buffett Portfolio Read More »

Warren Buffett Stock Screener Settings

Stock Market, Stocks, Value Investing / Steve Burns

Warren Buffett is one of the greatest investors, stock pickers, and CEOs of our time. There are some intangible things he looks for that you can’t put in a stock screener. When buying a stock he sees it as buying a business and he wants to buy future consistent cash flows for a discounted price.

Warren Buffett Stock Screener Settings Read More »

Benjamin Graham Stock Screener Settings

Value Investing / Steve Burns

Benjamin Graham is the creator of what is known today as value investing. He was the author of the classic book ‘The Intelligent Investor’ and co-authored ‘Security Analysis’. Graham was a successful money manager. He was also a teacher at Columbia Business School and UCLA’s Anderson School of Management with one of his top students,

Benjamin Graham Stock Screener Settings Read More »

Top Ten Undervalued Stocks in The SP 500

Stocks, Value Investing / Steve Burns

In fundamental analysis an undervalued stock is a stock that is currently at a price below its intrinsic value based on assets and earnings. If a company stock price is at $40 but it is worth $80 based on book value and future cash flows, it is an undervalued stock. Buying a stock when it is not properly priced creates a

Top Ten Undervalued Stocks in The SP 500 Read More »

20 Lessons from the Becoming Warren Buffett Documentary

Investing, Value Investing, Warren Buffett / Steve Burns

I watched the “Becoming Warren Buffett” documentary when it first came out and took notes. Some how I never wrote the blog post I intended to write and just found my notes when I was doing a recent digital declutter. Here is a summary of my notes I took on Mr. Buffett’s habits as I

20 Lessons from the Becoming Warren Buffett Documentary Read More »

Is Value Investing Dead?

Guest post, Value Investing / Steve Burns

This is a Guest Post by AK of Fallible AK has been an analyst at long/short equity investment firms, global macro funds, and corporate economics departments. He co-founded Macro Ops and is the host of Fallible. Check out Macro Ops’ value investing article here: https://bit.ly/2P2tDQ9 Value investing hasn’t performed so well this cycle. Is the strategy dead? We’ll

Is Value Investing Dead? Read More »