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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.

All Articles(6180 of 1330)

Capital Allocation9 min read

Stock Buybacks: When They Create Value and When They're a Warning Sign

Stock buybacks return capital to shareholders by reducing the share count -- but not all buybacks are equal. Learn when repurchases create real value, when they destroy it, how to calculate buyback yield, and how to screen for buyback quality using FCF yield and price-to-intrinsic-value comparisons.

May 19, 2026

Investing Strategy10 min read

Should Value Investors Try to Time the Market? What the Evidence Shows

The debate between 'time in market' and 'timing the market' has a nuanced answer for value investors. Buffett doesn't time markets but does build cash when nothing is cheap. Learn how margin of safety, CAPE ratio, and sector-level valuation give value investors a rational timing framework.

May 19, 2026

Value Investing12 min read

Stock Valuation for Beginners: 5 Methods to Find Intrinsic Value

You can own a great business and still lose money by overpaying. Learn the 5 core stock valuation methods -- P/E ratio, DCF, Graham Number, EV/EBITDA comparables, and asset-based valuation -- with step-by-step examples and clear guidance on when each method applies.

May 19, 2026

Sector Analysis10 min read

Value Investing in Tech Stocks: How to Apply Fundamental Analysis to Software and Semiconductors

Traditional P/E and P/B ratios break down for technology companies. Learn which metrics actually work for software and semiconductors -- EV/FCF, Rule of 40, NRR, ROIC -- and how to apply Piotroski and screen tech stocks on ValueMarkers.

May 19, 2026

Risk Management10 min read

Value Traps: How to Identify and Avoid Stocks That Look Cheap But Keep Falling

A value trap is a stock that appears cheap on traditional multiples but keeps declining as its underlying fundamentals deteriorate. Learn the 6 types of value traps, the 'melting ice cube' concept, and the quantitative screens — Piotroski, Altman Z, Beneish M — that help filter them out.

May 19, 2026

Indicator Explained10 min read

WACC Explained: How to Calculate the Weighted Average Cost of Capital

WACC is the discount rate used in DCF analysis to convert future cash flows into today's dollars. Learn the full formula, how to calculate cost of equity via CAPM, cost of debt, typical WACC ranges by industry, and how the ROIC-WACC spread measures value creation.

May 19, 2026

Investing Strategies11 min read

Warren Buffett's Stock Selection Criteria: A 10-Point Checklist

Drawing on decades of Berkshire Hathaway annual letters and shareholder interviews, this educational guide distills Warren Buffett's publicly described stock selection principles into a practical 10-point checklist — with specific ValueMarkers indicators for each criterion.

May 19, 2026

Indicator Explained8 min read

Altman Z-Score: The Complete Guide to Predicting Bankruptcy Risk

Edward Altman's 1968 model combines five financial ratios into a single score that predicts bankruptcy risk with documented accuracy. Learn the original formula, the three zones (Distress, Grey, Safe), Z' and Z'' variants, and how value investors use it as a portfolio filter.

May 19, 2026

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

Indicator Explained7 min read

Altman Z-Score: How to Predict Bankruptcy Risk Before It Happens

Professor Altman's 1968 model combines five financial ratios into a single score that flags bankruptcy risk years in advance. Learn the formula, the three zones, famous cases like Enron and Lehman Brothers, and how to use the calculator today.

May 17, 2026

Indicator Explained7 min read

Beneish M-Score: How to Detect Earnings Manipulation

Professor Messod Beneish's 1999 model uses eight financial ratios to flag companies likely manipulating their earnings. Learn how DSRI, GMI, AQI, SGI, DEPI, SGAI, LVGI, and TATA work, how the -2.22 threshold was derived, and how the model caught Enron and WorldCom.

May 17, 2026

Indicator Explained7 min read

ROIC vs ROE: Which Quality Metric Actually Matters?

ROIC and ROE both measure how well a company converts capital into profit — but they answer fundamentally different questions. This guide explains why ROIC is superior for most analytical purposes, why ROE can be gamed with debt, and how ROIC above WACC is the clearest signal of genuine value creation.

May 17, 2026

Valuation Tools9 min read

How to Use a DCF Calculator: Step-by-Step Guide for Value Investors

Learn how to use a DCF calculator to estimate the fair value of any stock. This step-by-step guide covers every input, common mistakes, and a worked example with Apple.

May 17, 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

Dividend Investing11 min read

Dividend Investing: The Complete Guide for 2026

Dividend investing builds wealth through a combination of income and compounding. This complete guide covers yield vs growth, dividend safety analysis, sector allocation, and tax efficiency for 2026.

May 17, 2026

Valuation Metrics7 min read

Enterprise Value vs Market Cap: Why EV Matters More for Valuation

Enterprise value and market cap both measure company size, but EV includes debt and cash to show the true acquisition cost. This guide explains EV = market cap + debt − cash, when EV-based ratios are superior, and how to use EV/EBITDA for cross-company comparisons.

May 17, 2026

Value Investing8 min read

The Graham Number: How to Use Benjamin Graham's Valuation Formula

The Graham Number is a simple formula that calculates the maximum fair price for a defensive stock by combining earnings and book value. Learn the formula, worked examples, strengths and weaknesses, and how to apply it to modern stocks.

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

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