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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.

Value Investing(120 of 46)

Value Investing4 min read

Free Stock Screener with 120+ Value Indicators

A free stock screener with deep financial metrics helps investors find undervalued stocks faster. ValueMarkers provides over 120 value indicators, real time stock prices, and preset screens on its ...

March 22, 2026

Value Investing3 min read

JEPQ Dividend History and Income Analysis

The JPMorgan Nasdaq Equity Premium Income ETF JEPQ dividend attracts considerable interest from income-oriented investors. This fund combines Nasdaq growth stocks with an options strategy to produc...

March 12, 2026

Value Investing6 min read

Sharpe Ratio: Risk-Adjusted Return Explained

Earning strong returns is only part of the investment equation. The real question is how much risk you took to earn them. Risk adjusted returns...

February 20, 2026

Value Investing7 min read

How to Value a Company for Investors

Learning how to value a company is one of the most important skills an investor can develop. A proper business valuation reveals whether a stock trades above or below its true worth. This guide cov...

February 11, 2026

Value Investing5 min read

Earnings Season Guide for Investors

Earnings season is the period each quarter when publicly traded companies release their financial results. These quarterly results give investors a clear look at how businesses are performing and w...

February 7, 2026

Value Investing3 min read

SCHD Dividend History and Yield Trends

The Schwab US Dividend Equity ETF, known by its ticker SCHD, ranks among the leading dividend-focused exchange-traded funds available today. This fund distributes income to shareholders every quart...

February 4, 2026

Value Investing6 min read

Quality Investing: Finding Companies With Durable Moats

Quality investing is one of the most reliable investing strategies for building long-term wealth. This approach focuses on buying shares of quality...

February 3, 2026

Value Investing7 min read

Best High-Yield Dividend Stocks for Passive Income

Building a stream of passive income through high yield dividend stocks remains one of the most reliable paths to financial freedom. Companies that pay dividends share a portion of their profits wit...

January 28, 2026

Value Investing7 min read

Position Sizing in Stock Investing: How Much to Buy

Position sizing determines how much of your total capital to invest in each stock. It is one of the most important aspects of risk management....

January 27, 2026

Value Investing8 min read

What Is EBITDA and Why Does It Matter

EBITDA stands for earnings before interest taxes depreciation and amortization. This metric is widely used by investors, analysts, and business owners to gauge how well a company performs at the op...

January 27, 2026

Value Investing7 min read

Portfolio Rebalancing: How and When to Rebalance Your Portfolio

Portfolio rebalancing is the process of restoring your investment portfolio to its original target mix. Over time, market movements cause your...

January 26, 2026

Value Investing6 min read

Net-Net Investing: Benjamin Graham's Bargain Strategy

Net net investing is a deep value strategy created by Benjamin Graham. It targets stocks trading below their net current asset value NCAV. A net net...

January 19, 2026

Value Investing4 min read

NVDY Dividend History and Yield Trends

The YieldMax NVDA Option Income Strategy ETF, known by its ticker NVDY, has drawn strong interest from income investors since its launch. This fund uses an options-based approach tied to NVIDIA sto...

January 18, 2026

Value Investing4 min read

Mohnish Pabrai Investing: The Dhandho Method

Mohnish Pabrai is one of the most respected value investors of his generation. He built his reputation by buying stocks that trade well below what...

January 15, 2026

Value Investing6 min read

Modern Portfolio Theory (MPT) Explained Simply

Modern portfolio theory MPT changed how investors think about risk. Economist Harry Markowitz introduced it in 1952. His work showed that risk...

January 14, 2026

Value Investing3 min read

VOO Dividend: Yield, History, and Payout Guide

The Vanguard S&P 500 ETF VOO ranks among the most widely held exchange-traded funds in the world. While most investors purchase VOO for its broad market exposure and low expense ratio, the fund als...

January 14, 2026

Value Investing7 min read

How to Calculate Dividend Yield

Knowing how to calculate dividend yield is one of the most useful skills for any income investor. Dividend yield tells you how much cash a stock pays out each year relative to its share price. It i...

January 13, 2026

Value Investing9 min read

Stock Analysis for Beginners: A Complete Framework

Learning stock analysis for beginners can feel overwhelming at first. The financial world is full of ratios, charts, and jargon that seem designed to confuse newcomers. This guide breaks down the c...

January 11, 2026

Value Investing7 min read

Magic Formula vs Net-Net Investing

Joel Greenblatt and Benjamin Graham built two of the most respected value investing methods in modern finance. Both aim to find stocks that trade...

January 10, 2026

Value Investing5 min read

Free Cash Flow to Equity: How to Calculate FCFE

Free cash flow to equity measures the cash a company can distribute to equity shareholders after covering operating expenses, capital expenditure capex, and debt repayments. Unlike free cash flow t...

January 2, 2026

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