Theory A : Visualize Value Investing

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Compressing Data for Holistic Views
Chat GPT inspired Data Compression
 • 
David J.
New Feature: P/E Dislocation
One of the biggest benefits of using a P/E multiplier on fundamentals is that we can easily compare the market cap (or stock price) to the fundamentals…
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David J.
July 2023
June 2023
Buy-Low Sell-High is an Illusion
Why You Always do the Opposite
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David J.
April 2023
Volatility Harvesting: A Guide to Non-retarded Degeneracy
When YOLO makes rational sense and when it doesn't
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David J.
March 2023
Model Portfolio: Value Momentum
The Value Momentum portfolio looks for undervalued stocks with decent price momentum. It is heavily inspired by the O'Shaughnessy Trending Value screen…
 • 
David J.
Model Portfolio: Too Big to Fail
The core of the FIRE movement revolves around dollar cost averaging into a low cost SPY index fund as even professional investors often cannot beat the…
 • 
David J.
Model Portfolio: Smart Alpha
The term “Smart Beta” describes a portfolio strategy that curates a beta strategy like buying the SPY and curates or adjusts it for better returns. E.g…
 • 
David J.
Model Portfolio: ROIC Value
The “ROIC Value” portfolio is our second published model portfolio in addition to the dividend portfolio published last month. The full portfolio which…
 • 
David J.
February 2023
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