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.
All Articles(21–40 of 1330)
10 Timeless Lessons from Warren Buffett's Annual Letters to Shareholders
Decades of Berkshire Hathaway shareholder letters contain some of the most durable investing wisdom ever written. These 10 principles — from economic moats to owner earnings to the Mr. Market metaphor — remain as relevant today as when they were first articulated.
May 19, 2026
Charlie Munger's 10 Investment Principles Every Value Investor Should Know
Charlie Munger spent seven decades developing a framework for rational decision-making in investing and life. These 10 principles -- from inverting problems to the folly of over-diversification -- distill the core of his thinking for the modern value investor.
May 19, 2026
CAGR in Investing: How to Use Compound Annual Growth Rate to Evaluate Stocks
CAGR is the single most useful rate for comparing investments across different time periods. Learn the formula, why CAGR beats simple average returns, how to use it in DCF models, and why revenue CAGR diverging from earnings CAGR is a red flag worth investigating.
May 19, 2026
Contrarian Investing: How to Profit From Market Pessimism
Contrarian investing means buying what others are selling at peak pessimism. Buffett bought during 2008-2009. Klarman built a career on abandoned securities. Here is the full framework: identifying genuine value vs. value traps, using Piotroski and Altman Z-Score together, and the patience required to let contrarian theses play out.
May 19, 2026
DCF Valuation Step by Step: How to Value Any Stock in 6 Steps
A complete walkthrough of the Discounted Cash Flow method: from calculating historical free cash flow to projecting growth, estimating terminal value, choosing a discount rate, and arriving at intrinsic value per share — with a full numerical example throughout.
May 19, 2026
Deep Value Investing: How Benjamin Graham's Strategy Still Works Today
Deep value investing means buying assets at extreme discounts -- often below the liquidation value of current assets alone. Learn Graham's NCAV strategy, the cigar-butt approach, why deep value works in Japan and Korea today, and how to find deep value stocks with the P/B + Piotroski screen.
May 19, 2026
Dividend Aristocrats: How to Build a Portfolio of 25+ Year Dividend Growers
Dividend Aristocrats are S&P 500 companies that have raised dividends for 25+ consecutive years. Learn why dividend growth beats high yield, how to screen for aristocrats with a 7-point quality filter, and why consistency signals durable competitive advantages.
May 19, 2026
ESG Investing vs Value Investing: Are They Compatible?
ESG and value investing appear to be in tension -- but the relationship is more nuanced than critics on either side admit. Learn how governance criteria overlap directly with Piotroski quality screens, where sin stocks create genuine value traps, and how to incorporate your own values into a fundamentals-first framework.
May 19, 2026
ETFs vs Individual Stocks: What Value Investors Should Know
Should value investors buy ETFs or pick individual stocks? Examine the SPIVA data on active manager underperformance, the case for high-conviction stock picking, value ETFs like VTV and SCHD, and why a hybrid approach may offer the best of both worlds.
May 19, 2026
EV/EBITDA vs P/E Ratio: Which Valuation Multiple Should Value Investors Use?
P/E ratio is the most-cited valuation metric, but it can be deeply misleading for leveraged companies or businesses with different accounting policies. EV/EBITDA solves most of those problems. Learn when each multiple is appropriate and how to use both together.
May 19, 2026
Value Investing in Financial Stocks: Banks, Insurance, and REITs Explained
Financial stocks operate by different rules. Leverage is a feature, not a bug. Book value matters more than earnings. Learn how to value banks by P/TBV and ROE, insurance companies by combined ratio, and REITs by FFO -- and how the Altman Z-Score adapts for financials.
May 19, 2026
Free Cash Flow Investing: Why FCF Is the Most Important Metric for Value Investors
Free cash flow -- operating cash flow minus capital expenditures -- is the metric Warren Buffett built his fortune on. Learn why FCF matters more than EPS, how to calculate FCF yield, the FCF conversion rate quality test, and how to screen for FCF compounders in ValueMarkers.
May 19, 2026
GARP Investing: How to Find Growth at a Reasonable Price (Like Peter Lynch)
GARP -- Growth at a Reasonable Price -- combines value discipline with growth selection. Learn how Peter Lynch popularized the PEG ratio, what separates GARP from pure value and pure growth, and how to screen for stocks in the sweet spot where quality growth meets sensible valuation.
May 19, 2026
Graham Number: Benjamin Graham's Formula for Finding Undervalued Stocks
The Graham Number combines earnings per share and book value per share into a single intrinsic value estimate. Learn the formula, what the 22.5 multiplier means, how to calculate it step by step, real-world case studies on JPM, BAC, and INTC, and when not to use it.
May 19, 2026
Growth Investing vs Value Investing: Which Strategy Works Best?
The growth vs. value debate has defined equity investing for decades. Historical data shows both approaches have merit — but which wins depends heavily on the interest rate environment, economic cycle, and time horizon. This guide compares both strategies, explains when each outperforms, and shows why the distinction matters less than disciplined execution.
May 19, 2026
How to Analyze a Balance Sheet: The Value Investor's Checklist
The balance sheet reveals a company's financial strength, asset quality, and capital structure in a single snapshot. Learn how to analyze assets, liabilities, and equity, calculate key ratios, apply Graham's NCAV method, and build a 5-point checklist before buying any stock.
May 19, 2026
How to Find 10-Bagger Stocks: Peter Lynch's Framework for Long-Term Compounders
Peter Lynch coined '10-bagger' in One Up On Wall Street. His framework -- six stock categories, invest in what you know, hold compounders through volatility -- remains one of the most practical approaches to finding stocks that return 10x. Here is how to apply it quantitatively.
May 19, 2026
How to Find Wide Moat Stocks: 5 Quantitative Signals That Reveal a Durable Competitive Advantage
Wide moat stocks are businesses protected by durable competitive advantages that compound returns for decades. Learn the 5 moat types Morningstar uses, the quantitative proxies for each, and how to screen for wide moat candidates on ValueMarkers.
May 19, 2026
How to Read a Cash Flow Statement: What Value Investors Look For
The cash flow statement is the least manipulated of the three financial statements. Learn how to read the three sections, calculate free cash flow, spot red flags in investing and financing activities, and use the earnings quality test to detect accounting manipulation.
May 19, 2026
How to Read an Income Statement: What Value Investors Look For in 5 Minutes
The income statement tells the story of a business's profitability -- but only if you know which lines to examine. Learn how value investors move from revenue to net income, spot revenue quality signals, decode margin trends, and normalize earnings in under 5 minutes.
May 19, 2026
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