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Value Investing Blog - Data-Driven Analysis & Guides

Our value investing blog pairs every article with real financial data - DCF walkthroughs, indicator deep-dives, and guru portfolio updates.

Every article on the ValueMarkers blog is backed by real financial data from our platform — 100,000+ stocks, 120 indicators, 30 years of financials. Whether you're learning to calculate intrinsic value, analyzing guru portfolio changes from the latest 13-F filings, or comparing stock screeners, you'll find data-dense, transparent analysis here.

We publish new content weekly. Focus areas: DCF walkthroughs, Quality Triple Check case studies, guru strategy analysis, and value investing education. Our long-term investing research helps you find stocks that compound value over years, not days.

Valuation(17 of 7)

Valuation7 min read

Earnings Yield vs Bond Yield: How to Know When Stocks Are Cheap vs Bonds

Earnings yield (the inverse of P/E) compared against the 10-year Treasury yield is one of the most powerful tools for assessing stock market valuation. Learn the Fed Model, historical S&P 500 earnings yields, Greenblatt's Magic Formula application, and how to use the comparison today.

May 19, 2026

Valuation7 min read

Owner Earnings: Warren Buffett's Superior Measure of True Business Value

Warren Buffett introduced owner earnings in his 1986 Berkshire Hathaway letter as a superior measure of business cash generation. Learn the formula, how it differs from FCF and EPS, the maintenance vs growth capex distinction, and how to use it to value any business.

May 19, 2026

Valuation8 min read

Quality Investing: How to Find Companies With Durable Competitive Moats

Quality investing focuses on ROIC, ROE, FCF conversion, and durable competitive moats rather than cheapness alone. Learn the 5 moat types, how to quantify moat strength using ROIC vs WACC, the difference between value and quality investing, and the ValueMarkers Quality Triple Check.

May 19, 2026

Valuation11 min read

How to Value Tech Stocks Using DCF: A Step-by-Step Guide

Tech stocks are notoriously hard to value with traditional DCF models. This guide explains a two-stage approach that handles negative earnings, hypergrowth, and high discount rates correctly.

May 17, 2026

Valuation7 min read

Magic Formula Investing: Greenblatt's System for Beating the Market

Joel Greenblatt's magic formula investing ranks stocks by earnings yield and return on capital. Learn how the system works, what the backtests show, and how to apply it.

May 17, 2026

Valuation6 min read

Owner Earnings: Buffett's True Measure of Business Profitability

Warren Buffett's 1986 Berkshire letter introduced owner earnings as the real measure of business cash generation. Learn the formula, how it differs from FCF, and how to calculate it.

May 17, 2026

Valuation7 min read

How to Calculate WACC: The Complete Guide (with Free Calculator)

Master the WACC formula step by step. Covers cost of equity, cost of debt, tax shield, capital weights, CAPM, and a worked example on a real company.

May 17, 2026

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