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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(221240 of 267)

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.

January 27, 2026

Value Investing10 min read

The Complete Guide to Gold Etf: Everything Value Investors Need to Know

A gold etf gives you exposure to bullion without a safe deposit box. Here is how the structures differ, which funds lead on cost, and when gold actually helps a portfolio.

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 Investing8 min read

How to Master Greenblatt Stock Screener [Step-by-Step Guide]

Master the Greenblatt stock screener with this step-by-step guide. Learn how to rank stocks by earnings yield and return on capital to find undervalued, high-quality names.

January 26, 2026

Value Investing7 min read

Understanding Jetblue Carl Icahn: What Every Investor Should Know

The JetBlue Carl Icahn situation shows how activist investors use stake-building and public pressure to extract value from underperforming airline stocks.

January 26, 2026

Value Investing11 min read

Deep Dive Into Charlie Munger Books on Investing: What the Numbers Reveal

Charlie Munger books on investing contain the mental models behind one of history's great investment records. This deep dive extracts the quantifiable principles from each.

January 24, 2026

Value Investing7 min read

Your Complete Nasdaq Ipo Calendar Checklist for Stock Analysis

A practical checklist for tracking the Nasdaq IPO calendar and analyzing new listings using fundamental value investing criteria.

January 23, 2026

Value Investing6 min read

Portfolio Analysis Importance Benefits Client Investment Strategy Checklist: Never Miss a Key Step

Portfolio analysis importance benefits client investment strategy made actionable: a step-by-step checklist covering every ratio, risk metric, and review process.

January 23, 2026

Value Investing9 min read

Case Study: Using Investing in Mid-cap and Large-cap Companies Means _________________________. to Uncover Investment Opportunities

Investing in mid-cap and large-cap companies means taking on different risk-return profiles. This case study shows how to use that distinction to find undervalued stocks with.

January 22, 2026

Value Investing8 min read

Case Study: Using Coinbase Stock is a Hold Despite Its Appealing Buy-the-dip Valuation to Uncover Investment Opportunities

A data-driven guide to coinbase stock is a hold despite its appealing buy-the-dip valuation for value investors, featuring real metrics from Apple, Microsoft, and more.

January 21, 2026

Value Investing5 min read

Bargain Priced Dividend Stocks Checklist: Never Miss a Key Step

A step-by-step checklist for finding bargain priced dividend stocks that trade below intrinsic value and pay growing, sustainable income.

January 20, 2026

Value Investing5 min read

Your Complete Bill Ackman Net Worth Checklist for Stock Analysis

Bill Ackman's net worth sits around $9 billion. This checklist breaks down how he built it, what his financial profile reveals, and how to apply those lessons to your own analysis.

January 20, 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.

January 18, 2026

Value Investing4 min read

Mohnish Pabrai Investing Explained — Complete Guide for Investors

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 Explained for Investors

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 — Complete 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.

January 14, 2026

Value Investing7 min read

How to Calculate Dividend Yield | ValueMarkers — Complete Guide

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.

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.

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

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