Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Dec 3, 2009, 1:29 am
Old School Value Stock Portfolio Performance Portfolio Performance In November, the Old School Value portfolio ended up 18.6% compared to the market 5.4%. The absolute return since inception is now ...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Dec 1, 2009, 4:40 am
How to value stocks series How to value a stock with DCF Method The second method I use to value a stock is by using Benjamin Graham’s formula from The Intelligent Investor. With the extremel...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 30, 2009, 4:06 am
This is a continuation of the series of valuing each of the 200 Forbes Best Small Companies. You can find the list of stocks and the corresponding intrinsic values as calculated by me with the stock ...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 27, 2009, 2:06 am
There are many variations of free cash flow but recently I’ve been asked a couple of times why I don’t include changes in working capital. So let me go through why I don’t believe in...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 25, 2009, 3:30 am
This is a continuation of the series of valuing each of the 200 Forbes Best Small Companies 2009 Forbes 200 Best Small Companies Part 1 | Part 2 | Part 3 | Part 4 In this list, I’ll list up the va...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 23, 2009, 2:24 am
Valuing a Stock with the DCF Method You may have found a great company that you feel has outstanding potential but always end up getting stuck at what price you should purchase the company. Finding t...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 22, 2009, 4:53 pm
With the increasing popularity of the free stock analysis tools as well as the premium stock analysis spreadsheets, helping people troubleshoot and install the stock spreadsheets is beginning to take ...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 22, 2009, 3:06 am
This is a continuation of the series of valuing each of the 200 Forbes Best Small Companies 2009 Forbes 200 Best Small Companies Part 1 | Part 2 | Part 3 | Part 4 In this list, I’ll list up the va...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 17, 2009, 9:52 pm
Investment Book: Why are we so clueless about the stock market Many people are clueless about the stock market. I was as well in the beginning. I didn’t know where or how to start. Considering...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 16, 2009, 12:58 am
This is a continuation of the series of valuing each of the 200 Forbes Best Small Companies 2009 Forbes 200 Best Small Companies Part 1 In this list, I’ll list up the valuation results of comp...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 11, 2009, 12:25 am
2009 Forbes 200 Best Small Companies It’s finally that time of year again where I go through 200 companies that made it to Forbes 200 Best Small Companies list. There has been a big shuffle th...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 9, 2009, 4:17 am
Insmed Inc continues to be a Benjamin Graham Net Net stock. As I mentioned in my October portfolio update, I was waiting for the quarterly results to be released before I took further action. INSM St...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 6, 2009, 3:43 am
I’ve been hearing a lot about Buffett’s purchase of BNI. Whether the choice of a partial stock deal means that Buffett considers Berkshire shares to be overvalued, or whether Buffett is ...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 3, 2009, 2:00 am
Old School Value Stock Portfolio Performance October 2009: S&P -1.98% October 2009: OSV 10.18% October was certainly an eventful month, but overall, I am happy that I did not lose money. Rule #1:...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Nov 1, 2009, 9:40 pm
On October 28, MHH was subject to a 20% drop during the day after earnings was released. Looking at the results of the Q3 financial reports, I see a company that is continuallying improving its busin...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Oct 20, 2009, 3:23 am
Haven’t had much time to dedicate to quality articles of late. Since I prefer to write stuff worth reading, I prefer not to waste my time or your time with unnecessary information. I’ve b...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Oct 14, 2009, 12:18 am
Investing Book Review of Quality of Earnings If you’re into value investing, which of the three financial statements do you concentrate on the most? I tend to perform balance sheet analysis an...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Oct 12, 2009, 1:26 am
“It turns out that value investing is something that is in your blood. There are people who just don’t have the patience and discipline to do it, and there are people who do. So it leads me to thi...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Oct 10, 2009, 8:37 pm
Increase your circle of competence with some of the best investment articles. Recommended Investing Articles Must Read of the Week Surge in Auto Ads Makes Cumulus Media (CMLS) Perfect Many people h...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Oct 8, 2009, 2:46 pm
Thanks to Ahson for the list of stocks. To my surprise there are still a handful of Graham net net stocks that haven’t risen above their liquidation value. In my calculations, I haven’t ...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Oct 4, 2009, 5:52 pm
All value investors aim to find the perfect value stocks and make that purchase. What I define as value has been ridiculed and called speculation many times. Vice versa, what I deem speculation has b...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Oct 2, 2009, 4:29 pm
Old School Value Stock Portfolio Performance Portfolio Performance Another successful month. The Old School Value portfolio was up 13.67% compared to the market’s 3.57%. September 27 also mar...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 27, 2009, 8:46 pm
When you look hard enough and turn over enough stones, you are bound to find something sooner or later. One company I found and purchased recently is Insmed Inc (INSM). Before going into what it does...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 27, 2009, 4:09 am
An announcement to let you know that the Old School Value forum is now live. It came around quicker than I expected. There are still some features that I plan to add, but I can do that steadily. The i...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 26, 2009, 12:50 am
Increase your circle of competence with some of the best investment articles. Recommended Investing Articles Must Read of the Week Valuation of Oil and Gas Reserves Part 1 ($CFW) Excellent quality ...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 25, 2009, 12:10 pm
Apologies for the slowdown in posts lately. I always have many topics, companies, screen results, analysis methods, how to’s and more to write about but many things are going at the moment. Since t...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 21, 2009, 5:07 am
I’ve been focusing a lot of my time for the past 3 weeks dissecting and reverse engineering Bruce Greenwald’s earnings power value EPV method and it’s time I performed a stock value...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 18, 2009, 2:12 am
Bruce Greenwald’s Method to Calculate Maintenance Capex In a previous post on how to calculate maintenance capital expenditures, I outlined the general aka quick and dirty method of calculating...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 16, 2009, 12:55 pm
To find the best value stock ideas, you need a competitive advantage over the next person when it comes to stock picking. I’ve been asked many times how I’m able to come up with the obscu...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 12, 2009, 11:26 pm
I remember I was back home in Australia in my 1st year of university, on the way to catch the train when the news broke on the radio. Even on opposite sides of the globe, we were affected. Can’...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 11, 2009, 2:10 am
Recent Merger Developments It’s been a while since I last wrote about any special situation. But in case you haven’t noticed, merger and acquisition activity have been steadily increasin...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 10, 2009, 3:51 am
Warren Buffett Stock Portfolio: Part 1 | Part 2 | Part 3 | Part 4 (Download the free E-Book format of Warren Buffett Stocks Series) This is the conclusion of the 4 part Warren Buffett stocks series...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 6, 2009, 8:53 pm
It took me a year or so to purchase the book and then another month or so until I finally got around to reading it but Value Investing: From Graham to Buffett and Beyond is definitely a great addition...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 5, 2009, 12:52 am
September is here already. Can’t believe it’s already been 9 months since the start of the year and 1 year since the 2008 crash. Here are this weeks best articles I came across in no part...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Sep 1, 2009, 11:00 pm
Old School Value Stock Portfolio Performance Portfolio Movers Lots of companies in my portfolio announced earnings in August. Started off with good results from GGWPQ which appreciated nicely this m...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 31, 2009, 2:26 am
Warren Buffett’s Stock Portfolio Holdings: Part 1 | Part 2 We are now up to the second half of valuing the holdings of Berkshire Hathaway via the DCF valuation method, Ben Graham formula as outline...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 28, 2009, 2:02 am
Old School Value is now available on your mobile device. Finally got around to making it mobile compatible. Here are this weeks best articles I came across in no particular order. Try reading it on y...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 27, 2009, 7:42 pm
Just trying to reach someone who rang me regarding the spreadsheet. Sorry my phone died right in the middle of our conversation and when I turned it on again, your number wasn’t saved. Phone n...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 27, 2009, 3:27 am
Mastech Holdings (MHH) released their 10-Q on Aug 14 which I found to be very good.. A lot of the numbers and financial details are similar to what I wrote previously on MHH so in case you missed the...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 24, 2009, 11:16 pm

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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 21, 2009, 6:14 am
I’m away on a business trip for about a week. Currently in NYC and will be passing through Atlanta on Sat to Tues. Hope to get some time to do the next post if I can. © T...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 18, 2009, 2:47 am

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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 14, 2009, 2:34 am

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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 13, 2009, 4:24 am
Here’s some controversy coming your way. A stock price valuation of AAPL by a value investor. Warning: if you love Apple, I mean really l.o.v.e. AAPL, this may not be what you want to hear. Th...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 10, 2009, 1:07 pm
Seems like Yahoo is no longer updating the 20yr bond rate that I use for the Ben Graham Formula spreadsheet. Whether you use the free or premium version, please change the cell formula to the followi...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 10, 2009, 2:23 am
Value Stock Ideas 3 more stock ideas for you to consider following the previous value stocks I presented earlier. LECO, MLR and SSD. I felt these companies would be pretty good picks if they drop do...
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Jae J. posted an article on Value Investing Based on Ben Graham, Phil Fisher, Warren Buffett, Joe Ponzio — Old School Value - Aug 8, 2009, 7:13 pm
I wrote about ARII in the post titled 3 value stock ideas a few days back and was interested because of Icahn’s big stake in the company and the company trading for less than cash value but as I...
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