Articles

BGC Group: Assessing the Margin of Safety at a Premium Price - Article cover image
PRA Group: Assessing the Margin of Safety in a Restructured Debt Business - Article cover image
Three Stocks: A Value Investor's Take on Unpopular Picks - Article cover image
TJX: The High-Flying Stock with a Durable Moat - Article cover image
ETJ: A Value Investor's Assessment of a Covered Call CEF's Crash Resilience - Article cover image
FedEx's Tariff Lawsuit: A Marginal Event in a Long-Term Value Story - Article cover image
CSX: Assessing the Dividend Hike Against a Decade of Flat Volumes - Article cover image
Three Dividend ETFs for the Patient Capitalist: A Value Investor's Guide - Article cover image
RAVE vs. BDL: A Value Investor's Analysis of Intrinsic Value and Competitive Moats - Article cover image
Vanguard Value ETF (VTV): A Low-Cost, Durable Holding for the Long-Term Value Investor - Article cover image
Berkshire Hathaway's First Post-Buffett Report: Assessing the New Guard's Intrinsic Value - Article cover image
AT&T: A Value Investor's Look at the Fiber Buildout and the Margin of Safety - Article cover image
Buffett's Warning: The Perils of Being 'Half Awake' in a Stretched Market - Article cover image
Berkshire Hathaway's First Letter: Assessing the Margin of Safety Post-Buffett - Article cover image
Edgewell Personal Care: A Value Investor's Look at Moat, Dividend, and Transformation - Article cover image
Blackstone vs. XP: A Value Investor's Moat and Margin of Safety Analysis - Article cover image
YUMC vs. BROS: A Value Investor's Assessment of Business Quality and Price - Article cover image
Insteel vs. CRS: A Value Investor's Check on Moats, Metrics, and Margin of Safety - Article cover image
Is the Warren Buffett Correction Coming? Buy His 4 Safest Dividend Stocks Now - Article cover image
Costco: A Wide Moat for the Patient Capitalist - Article cover image
Aspen Aerogels: A Value Investor's View on a Reset and a Moat - Article cover image
Evaluating Take-Private Deals and Capital Allocation for BCO, NATL, and KORE - Article cover image
Carvana: Assessing the Moat and Margin of Safety - Article cover image
Assessing Butterfield's Offshore Moat: A Value Investor's Look at Intrinsic Value and Durability - Article cover image
L3Harris: Assessing the Margin of Safety in a Platform-Agnostic Defense Champion - Article cover image
WisdomTree EM SmallCap Dividend ETF: A Value Investor's Assessment of Price and Moat - Article cover image
FNDX: A Value Investor's Assessment of a Fundamental Index ETF - Article cover image
General Mills and Campbell's: Assessing the Value of Two Consumer Staples Giants - Article cover image
WisdomTree U.S. LargeCap Dividend ETF (DLN): A Value Investor's Look at Yield, Quality, and the Great Rotation - Article cover image
Albemarle's Restructuring: A Value Investor's View on Strengthening the Moat - Article cover image