Case Studies

Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance
Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance

Value Investing Case Studies

     Each case study applies the Value Investing Model put forth in the book Good Stocks Cheap to the common stock of a company.

      Each consists of a rough outline of an understanding of the business; a Microsoft XL spreadsheet with complete operating metrics, which generally include ROCE, FCFROCE, ΔOI/FDS, ΔFCF/FDS, ΔBV/FDS, ΔTBV/FDS, and L/E; rough outlines of the future performance of the company and shareholder-friendliness; and a Microsoft XL spreadsheet with price metrics, which generally includes MCAP/FCF, EV/OI, MCAP/BV, and MCAP/TBV. The spreadsheet data comes from from corporate balance sheets, income statements, and cash flow statements; and make clear how the raw data is converted into the key numbers used to formulate the metrics.

     Each case study includes several years of past historical data. Each costs $99, and is sent as email attachments within 24 hours of payment receipt.

     To order, please have a credit card handy. Check the boxes in front of the sets you'd like to order, scroll to the bottom, and click the next button:

Issuer Last Updated
AB Fagerhult September 2018
Alliance Data Systems Corporation January 2018
Amazon.com, Inc. June 2018
Apple Inc. May 2018
BYD Company Ltd. March 2018
BYD Electronic (International) Company Ltd. October 2018
Campbell Soup Company May 2018
The Coca-Cola Company May 2018
Credit Suisse Group AG July 2018
Danske Bank A/S October 2018
Europris ASA November 2018
Evolution Gaming Group AB May 2018
Exco Technologies Limited October 2018
Facebook, Inc. March 2018
Geberit AG February 2018
H&M Hennes & Mauritz AB April 2018
Inditex S.A. April 2018
KRBL Limited March 2018
Microsoft Corporation January 2018
Miller Industries, Inc. July 2018
Naspers Limited October 2018
Norbord Inc. November 2018
Novo Nordisk A/S August 2018
Nvidia Corporation October 2018
Pilgrim's Pride Corporation October 2018
Ponsse Oyj October 2018
Rallis India Limited February 2018
SESA SpA April 2018
Skechers U.S.A., Inc. July 2018
Stockmann Oyj August 2018
Straco Corporation Limited May 2018
Tencent Holdings Limited August 2018
Thor Industries, Inc. March 2018
Time Warner, Inc. March 2018
Twitter, Inc. August 2018
U.S. Bancorp June 2018
Westlake Chemical Corporation November 2018
Winnebago Industries, Inc. October 2018
YY Inc. December 2018