Why are some Stocks Cheap or Expensive? (2023 Study)
Walter Köhlenberg
by Walter Köhlenberg
6M ago
We analyzed 8918 public companies from 40 countries worldwide to better understand why some stocks are cheap or expensive compared to others on the stock market. Specifically, we looked at the correlation between the Price/Earnings (P/E) ratio and metrics such as revenue, dividend, net debt, profit/losses, etc. Key findings The 1816 nondividend-paying companies have a P/E ratio of 23.4, as opposed to 16.6 for the other 7102 companies with a dividend payout. Despite many companies purchasing their shares, the net buybacks are not valued higher than those that do not. Companies with 1 ..read more
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What are Capital Goods? – 10+ Examples
Walter Köhlenberg
by Walter Köhlenberg
6M ago
Capital goods play an essential role in the economy to produce consumer products. Businesses shipped more than $300 billion of durable goods in June 2023. With this record number in mind, let’s explore what capital goods are. This article discusses several types, examples, and companies in the industry. What are capital goods? Capital goods are durable products, such as machinery, used to produce consumer products and services. In essence, capital goods are the backbone of the production industry. They are considered in many tangible, long-lasting assets businesses use to manufacture good ..read more
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10+ Best Value Investors of All Time
Walter Köhlenberg
by Walter Köhlenberg
6M ago
A metaphor, often repeated by Charlie Munger, “Standing on the shoulders of giants,” means building on the knowledge from major thinkers to make intellectual progress. It prevents one from reinventing the wheel. In this article, we look at the best value investors to build further on their intellect to become better value investors ourselves. Some are more successful and famous than others, but you can still learn many lessons from them. The best value investors Most successful value investors have their style. They have unique ways to find value and the type of business to focus on. Ther ..read more
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What is a statement of operations?
Walter Köhlenberg
by Walter Köhlenberg
7M ago
The statement of operations is the most used statement for fundamental analysis. Find out here what the statement of operations is and how it is prepared. Understand the limits to maximize your fundamental analysis. What is a statement of operations? The statement of operations shows a company’s revenue and expenditures during a past period. Most investors know the statement of operations as the income statement, also known under other names, like the statement of profits & losses or the statement of earnings. It is one of the three primary financial statements alongside the balance s ..read more
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Stock Rover Review 2023: Likes & Dislikes
Walter Köhlenberg
by Walter Köhlenberg
7M ago
Are you starting with investing, and the complexity of fundamental analysis is overwhelming? Stock Rover might be the ultimate platform for you. This in-depth Stock Rover review addresses every feature on its platform. Highlights Stock Rover is a platform rich in portfolio and research tools for beginning investors. The tools are Monte Carlo simulations, correlations, future projected income, and rebalancing. These portfolio features are more than most competing platforms have to offer. Find American and Canadian stocks with the stock screener. Stock Rover is ideal for beginning in ..read more
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Tangible Book Value: Definition & Formula
Walter Köhlenberg
by Walter Köhlenberg
7M ago
The tangible book value (TBV) of S&P500 companies grew by almost 600% from 1975 to 2018. In the same period, intangible assets snowballed by more than 17,000%. It is essential to understand the two different asset groups. In this guide, you learn about tangible book value with real-life examples. What is tangible book value (TBV)? The tangible book value (TBV) is the company’s net value after liquidation. The remaining equity belongs to the company’s shareholders after it has paid off all its outstanding liabilities. The TBV is the total assets minus the liabilities and the intangible ..read more
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How to become an investor: 10 easy steps
Walter Köhlenberg
by Walter Köhlenberg
8M ago
Investing may sound daunting. But 24% of beginner investors find it easy to invest on their own and know how to become an investor. Which means it is also possible for you to become one. You do not know yet how? This article will tell you precisely in only 10 easy-to-follow steps! Following these steps brings you further than most beginner investors will ever get. 1. Make an investment plan The first step is to make an investment plan. It helps you to sit down and think of what you want to achieve with investing. Buying an asset, like a stock, is not a lottery ticket where you hope for a ..read more
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4 Investment Strategies for Retail Investors
Walter Köhlenberg
by Walter Köhlenberg
8M ago
We cover the 4 most used investment strategies with each their own goals, risk tolerance, and uniqueness. Choosing a suitable strategy that fits your needs is the first step to investing. Many strategies, algorithms, and variations of the two are in use in the financial world. These are complex and require a lot of knowledge. Luckily for you, the investment strategies for retail investors are limited and not complex. Here we discuss different investment strategies ranging from beginners level to a more advanced level. 1. Passive Investing Passive investing is buying exchange-traded funds ..read more
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Expense Ratio Calculator
Walter Köhlenberg
by Walter Köhlenberg
8M ago
The expense ratio calculator is a tool for you to understand the costs the ETF or mutual fund will charge you. Find out below what the expense ratio means for you, what the formula for the cost calculation is, and a real-life example with an S&P 500 ETF. What is the expense ratio? The expense ratio is a measure of cost for ETFs or mutual funds. It indicates how much fees the fund will deduct from your investment capital annually. These yearly fees are operational expenses such as management fees and administrative costs. Check in the prospectus of the fund what the fees exactly in ..read more
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Levered and Unlevered Free Cash Flow
Walter Köhlenberg
by Walter Köhlenberg
8M ago
Levered and unlevered free cash flow indicates the financial health of the company. Find out how profitable companies are. Is there room for growth or are they buried in mountains of debt? This article dives into the free cash flow of companies. Here is what you should know about free cash flow as an investor. What is Free Cash Flow? The free cash flow (FCF) is a method for investors to measure the company’s performance. The metric can be derived from the cash flow statement. Subtract investment activities such as Property, Plant & Equipment (PP&E) from the cash flow of operating ..read more
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