Contents

Value Investing Episode 1 – Introduction and Membership Program

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Business Principles

11/27/2018 - Business Principles – A Pyramid of Levels

Business Principles Accounting

Accounting Concepts and Principles
10/01/2018 - Pooling of Costs – Basic Understanding
02/18/2017 - Working Trial Balance
01/11/2017 - Amortization of Financing Costs
01/27/2015 - Cost of Sales – Various Formats
12/27/2014 - Various Sets of Accounting Books
02/19/2014 - Fixed Costs – Explanation and Examples
11/11/2013 - Deferred (Unearned) Revenue – Definition and Accounting Procedures
06/03/2013 - Revenue and Sales – What is the Difference?
03/04/2013 - Format of the Profit and Loss Statement for Service Related Businesses
02/22/2013 - The Various Forms of Depreciation
02/16/2013 - How are Cost of Goods Sold in Retail Determined?
02/11/2013 - What is Accrual Accounting?
01/16/2013 - Cash Flow – A Basic Definition
01/15/2013 - What is Amortization?
01/12/2013 - Liquidity – What Does This Mean?
12/23/2012 - Small Business Tax Depreciation – Section 179
12/20/2012 - What is ‘Cost of Goods Sold’?
12/11/2012 - Depreciation – This is Weird Accounting
11/26/2012 - Accounting Principles

Accounting Systems and Technology
08/16/2019 - Job Costing
06/29/2019 - QuickBooks Online – An Accountant’s Review: ‘D+’
11/08/2018 - Purchase Orders – Introduction to Fundamentals
11/04/2018 - Journals and Ledgers
11/03/2018 - Class Accounting With QuickBooks
08/23/2018 - Item Codes – Fundamental Understanding
08/08/2016 - Gathering Data from Sales
10/10/2015 - Perpetual Inventory
07/06/2015 - Internal Controls – Fixed Assets
06/08/2015 - Control Accounts in Accounting
03/31/2015 - QuickBooks – Best Accounting Software for Small Business
10/17/2014 - Project Accounting – Introduction and Value
04/25/2014 - Bank Reconciliations – Fundamentals
12/03/2013 - Point of Sale System – Introduction
11/27/2013 - Chart of Accounts – Layout
03/18/2013 - Effective Internal Controls for Cash
02/16/2013 - Operating Control Reports in Business
01/18/2013 - Create a File Structure for Accounting
11/19/2012 - Choose The Right Accounting Software

Advanced Bookkeeping
09/23/2018 - Bookkeeping – Policies and Procedures (Lesson 96)
07/02/2018 - Bookkeeping – Controls in Accounting (Lesson 95)
03/27/2018 - Bookkeeping – Employer Provided Vehicle (Lesson 94)
02/24/2018 - Bookkeeping – Other Employer Provided Benefits (Lesson 93)
02/04/2018 - Bookkeeping – Cafeteria Plans (Lesson 92)
02/04/2018 - Bookkeeping – Health Savings, Reimbursement and Flexible Spending Accounts (Lesson 91)
01/29/2018 - Bookkeeping – Employer Provided Retirement Plans (Lesson 90)
01/29/2018 - Bookkeeping – Employee Health Insurance Mandate (Lesson 89)
01/23/2018 - Bookkeeping – Employee Benefits (Lesson 88)
01/22/2018 - Bookkeeping – Estimating Extraordinary Items (Lesson 87)
01/21/2018 - Bookkeeping – Estimating Warranties (Lesson 86)
01/21/2018 - Bookkeeping – Estimating Bad Debts (Lesson 85)
01/20/2018 - Bookkeeping – Estimating Employee Benefits (Lesson 84)
01/16/2018 - Bookkeeping – Estimating Depreciation (Lesson 83)
01/11/2018 - Bookkeeping – Estimates (Lesson 82)
01/10/2018 - Bookkeeping – Restricted Accounts (Lesson 81)
12/02/2017 - Bookkeeping – Regulator Accounts (Lesson 80)
11/19/2017 - Bookkeeping – Internal Accounts (Lesson 79)
11/17/2017 - Bookkeeping – Temporary Accounts (Lesson 78)
11/03/2017 - Bookkeeping – Cost Accounting (Lesson 77)
11/01/2017 - Bookkeeping – Retail Accounting with Item Tracking (Lesson 76)
10/31/2017 - Bookkeeping – Completed Contract Accounting (Lesson 75)
10/29/2017 - Bookkeeping – Percentage of Completion Method (Lesson 74)
10/29/2017 - Bookkeeping – Phase Costing (Lesson 73)
10/28/2017 - Bookkeeping – Project (Job) Costing (Lesson 72)
09/02/2017 - Bookkeeping – Departmental Accounting (Lesson 71)

Bookkeeping – Introduction and Basic Understanding
01/27/2017 - Bookkeeping – You are a Bookkeeper Now (Lesson 28)
01/26/2017 - Bookkeeping with QuickBooks (Lesson 27)
01/24/2017 - Bookkeeping – Various Terms (Lesson 26)
01/20/2017 - Bookkeeping – Cash or Accrual (Lesson 25)
01/19/2017 - Bookkeeping – The Accounting Equation (Lesson 24)
01/18/2017 - Bookkeeping – Schedules (Lesson 23)
01/17/2017 - Bookkeeping – Control Accounts (Lesson 22)
01/15/2017 - Bookkeeping – Proper Income Statement Presentation (Lesson 21)
01/14/2017 - Bookkeeping – Proper Balance Sheet Presentation (Lesson 20)
01/13/2017 - Bookkeeping – Other Expenses and Revenue (Lesson 19)
01/12/2017 - Bookkeeping – Chart of Accounts Using the Numbering System (Lesson 18)
12/24/2016 - Bookkeeping – Parent–Child Accounts (Lesson 17)
03/28/2016 - Bookkeeping – Debits and Credits with the Trial Balance (Lesson 16)
03/14/2016 - Bookkeeping – Complex Entries (Lesson 15)
01/30/2016 - Bookkeeping – Debits and Credits in Parenthesis with the Profit and Loss Statement (Lesson 14)
09/12/2015 - Bookkeeping – Debits and Credits with Parenthesis on the Balance Sheet (Lesson 13)
08/27/2015 - Bookkeeping – Contra Accounts (Lesson 12)
08/22/2015 - Bookkeeping – Chart of Accounts (Lesson 11)
08/21/2015 - Bookkeeping – Debits and Credits in Equity Accounts (Lesson 10)
08/20/2015 - Bookkeeping – Financial Statement Relationships (Lesson 9)
08/19/2015 - Bookkeeping – Debits and Credits in Expense Accounts (Lesson 8)
08/16/2015 - Bookkeeping – Debits and Credits in Cost of Sales Accounts (Lesson 7)
08/11/2015 - Bookkeeping – Debits and Credits in Revenue Accounts (Lesson 6)
08/04/2015 - Bookkeeping – Debits and Credits in Liability Accounts (Lesson 5)
08/03/2015 - Bookkeeping – Debits and Credits in Asset Accounts (Lesson 4)
08/01/2015 - Bookkeeping – Ledgers and Journals (Lesson 3)
07/30/2015 - Bookkeeping – Dual Entry System (Lesson 2)
07/29/2015 - Bookkeeping – Account Types (Lesson 1)

Bookkeeping – Regular Business Activity
08/13/2017 - Bookkeeping – Advanced Skillsets (Lesson 70)
08/12/2017 - Bookkeeping – Closing the Books (Lesson 69)
07/29/2017 - Bookkeeping – Trial Balance Advanced Concepts (Lesson 68)
07/16/2017 - Bookkeeping – Adjusting Journal Entries (Lesson 67)
07/16/2017 - Bookkeeping – Complex Entries Expanded (Lesson 66)
07/15/2017 - Bookkeeping – Recurring Entries (Lesson 65)
07/09/2017 - Bookkeeping – Charitable Giving (Lesson 64)
07/08/2017 - Bookkeeping – Other Transportation Costs (Lesson 63)
07/08/2017 - Bookkeeping – Auto Costs Related to Owners and Family Members (Lesson 62)
07/04/2017 - Bookkeeping – Mileage Reimbursement (Lesson 61)
07/02/2017 - Bookkeeping – Vehicle Operations and Accounting (Lesson 60)
06/25/2017 - Bookkeeping – Other Taxes (Lesson 59)
06/17/2017 - Bookkeeping – Tracking Income Taxes (Lesson 58)
06/17/2017 - Bookkeeping – Franchise Fee and Revenue Taxes (Lesson 57)
06/11/2017 - Bookkeeping – Meals Tax (Lesson 56)
06/10/2017 - Bookkeeping – Suspense Accounts (Lesson 55)
05/13/2017 - Bookkeeping – Loan Accounting (Lesson 54)
04/23/2017 - Bookkeeping – Amortization (Lesson 53)
03/19/2017 - Bookkeeping – Book and Tax Depreciation (Lesson 52)
03/19/2017 - Bookkeeping – Depreciation Schedules (Lesson 51)
03/12/2017 - Bookkeeping – Introduction to Depreciation (Lesson 50)
03/05/2017 - Bookkeeping – Fixed Asset Purchases (Lesson 49)
03/05/2017 - Bookkeeping – Controlling Cash (Lesson 48)
03/03/2017 - Bookkeeping – Bank Reconciliations (Lesson 47)
02/24/2017 - Bookkeeping – Tracking Cash (Lesson 46)
02/20/2017 - Bookkeeping – Cash Disbursements (Lesson 45)
02/20/2017 - Bookkeeping – Petty Cash (Lesson 44)
02/18/2017 - Bookkeeping – Accounts Payable Management (Lesson 43)
02/17/2017 - Bookkeeping – Purchases Via Credit Cards (Lesson 42)
02/17/2017 - Bookkeeping – Tracking Purchases (Lesson 41)
02/17/2017 - Bookkeeping – Tracking Sales Tax (Lesson 40)
02/16/2017 - Bookkeeping – Tracking Returns and Allowances (Lesson 39)
02/15/2017 - Bookkeeping – Sales Via Debit and Credit Cards (Lesson 38)
02/14/2017 - Bookkeeping – Accounts Receivable Management (Lesson 37)
02/14/2017 - Bookkeeping – Tracking Invoices (Lesson 36)
02/13/2017 - Bookkeeping – Employee Benefits (Lesson 35)
02/12/2017 - Bookkeeping – Quarterly and Annual Payroll Reports (Lesson 34)
02/08/2017 - Bookkeeping – Payroll Compliance and Documentation (Lesson 33)
02/06/2017 - Bookkeeping – Payroll Cycles (Lesson 32)
02/02/2017 - Bookkeeping – A Simple Payroll (Lesson 31)
01/31/2017 - Bookkeeping – Payroll Structure (Lesson 30)
01/29/2017 - Bookkeeping – Accounting Cycles (Lesson 29)

Finance
06/24/2017 - Working Capital Management – Production and Sales Flow
02/13/2017 - Working Capital Cycle
01/30/2017 - Debt or Equity in Small Business – Fundamentals
01/01/2016 - Working Capital Management – Fundamentals
10/20/2015 - Working Capital
10/19/2015 - Cash Flow – Introduction
03/13/2015 - Convertible Debt
12/07/2014 - Crowdfunding in Small Business
04/27/2014 - Recourse and Nonrecourse Types of Loans
02/13/2014 - Capital Account – Business Partnerships and Limited Liability Companies
02/11/2014 - Lease or Buy
02/01/2014 - Insolvency and Bankruptcy – Know the Difference
07/20/2013 - Small Business Administration – Capital, Development & Contracting
04/16/2013 - Inventory – How to Finance
02/19/2013 - The Different Types of Bank Loans
12/17/2012 - How to Find Investment Capital – The Vendor Connection
12/11/2012 - How to Find Investment Capital – The Family Connection
12/07/2012 - Cash Counts

Report Analysis – How to Read the Statements
12/21/2018 - Job Costing Reports – Introduction (Part 1)
09/27/2015 - Profit and Loss Statement Using Class Accounting
07/02/2015 - Financial Statements for the Small Business
12/24/2014 - Returns, Allowances and Discounts in Accounting
08/26/2014 - Trial Balance – Purpose and Interpretation
04/29/2014 - Dividends and Distributions – Use in the Proper Context
12/17/2013 - Accelerated Depreciation – An Explanation
04/01/2013 - Accrued Payroll – An Explanation
02/22/2013 - The Various Forms of Depreciation
01/15/2013 - What is Amortization?
01/01/2013 - The True Cost of Labor
12/11/2012 - Depreciation – This is Weird Accounting

Business Principles Operations

Human Resources Management
10/21/2018 - Subcontractor Documentation
01/29/2017 - Job Descriptions
09/27/2015 - Hiring Process – 5 Steps
07/13/2015 - Travel Expenses – Per Diem Methods
07/02/2015 - I-9 Compliance
06/11/2015 - Fair Labor Standards Act – HR Compliance
05/27/2015 - Age Discrimination – Small Business Impact
02/07/2015 - Direct Form of Compensation – Four Different Types
01/10/2015 - At-Will Employment Doctrine
08/12/2014 - Payroll – Introduction to Basic Concepts
04/18/2014 - Form W-4 – Employee’s Withholding Allowance Certificate
12/09/2013 - Exempt and Non-Exempt Employees
08/25/2013 - The Key Man
03/11/2013 - An Introduction to the Employee Manual (Handbook)
01/21/2013 - The Different Forms of Compensation
01/14/2013 - Labor Availability – How to Calculate Maximum Available Hours
01/06/2013 - Develop a Position Profile
01/01/2013 - Gain an Understanding of the Work Environment
12/12/2012 - Introduction to Human Resources Management

Office Management
10/10/2015 - Front and Back Offices -Differences
10/03/2015 - Office Management- Introduction

Production Control
10/06/2018 - Labor Burden Rate – Introduction and Understanding
06/09/2015 - Project Reports – Introduction
05/21/2015 - Up Time – Business Concept
10/19/2014 - Cost Drivers in Small Business
08/20/2013 - Throughput – Business Definition and Identification
02/16/2013 - Operating Control Reports in Business
02/13/2013 - Operate Within Your Range of Production
01/05/2013 - Find the Bottleneck
12/12/2012 - A Story About Great Production
12/12/2012 - Production – Where the Rubber Meets the Road

Business Principles Start-Up
08/28/2018 - Three Ownership Interests Exist as an Entrepreneur
08/23/2018 - Business Leadership Tips
09/03/2017 - Business Barriers
08/20/2017 - Feedback Loop in Business – Identification and Parameters
08/05/2017 - What Startup Owners Can Learn from Expert Traders
01/07/2017 - Stock – Fundamentals of Ownership and Control
09/20/2015 - Micro Business
04/22/2015 - Mission Statement
04/20/2015 - Shareholder Dynamics in Small Business
02/24/2015 - Types of Business Models
12/30/2014 - How Much is a Fair Profit? – Part IV of V Return on Capital
11/24/2014 - Substitution Principle in Business
11/20/2014 - People, Process & Product – The Profit
11/11/2014 - Three Primary Characteristics of Successful Businesses
11/06/2014 - Tax Basis of Accounting – Accrual or Cash
03/31/2013 - How Much is a Fair Profit? Part III of V – Risk
03/18/2013 - How Much is a Fair Profit? Part II of V – The Economic Cycle
03/01/2013 - How Much is a Fair Profit? Part I of V – Owner Compensation
01/10/2013 - Research Your Business Plan – Part III
12/17/2012 - How to Find Investment Capital – The Vendor Connection
12/11/2012 - How to Find Investment Capital – The Family Connection
11/30/2012 - Research Your Business Plan – Part II
11/26/2012 - Research Your Business Plan – Part I
11/24/2012 - Do I Need a Business Plan?
11/23/2012 - Basic Economic Principle of Time and Money
11/19/2012 - Cash is King – The Value of Cash Flow
11/18/2012 - How to Make Money in Business

Insurance
01/02/2015 - Errors and Omissions Insurance
12/29/2013 - Worker’s Compensation Insurance – A Basic Understanding
11/15/2013 - Insurance – Introduction to Business Insurance

Legal
09/14/2018 - Non-Disclosure Agreement (NDA) – Introduction
09/10/2017 - Tenancy in Partnership
01/08/2017 - Joint Venture
01/04/2017 - Forms of Business Ownership
12/29/2016 - Corporate Documents – Introduction
12/28/2016 - Aggregate and Entity Theories of Partnership
05/05/2015 - Cross Purchase Agreements – Business Issues
01/17/2015 - Limited Liability Company – Step By Step Setup
01/16/2015 - Limited Liability Company – Introduction to Basic Principles
01/03/2015 - Partnership Agreements – Managing, General and Limited Partners
10/14/2014 - Shareholder Agreement – Capitalization Clause
01/22/2014 - Partnership Agreements – Terminology
01/09/2014 - Partnership Agreements – An Introduction
06/01/2013 - Piercing the Corporate Veil
03/19/2013 - Why You Should Incorporate Your Business
02/10/2013 - The Basic Principles of a Partnership
01/09/2013 - What is a Living Trust?
01/03/2013 - What are Trusts?
12/30/2012 - The Sole Proprietorship – The Basics
12/24/2012 - What is a Contract?
11/27/2012 - How to Find a Good Business Attorney
11/23/2012 - Types of Business Entities – Sole Proprietorship, Partnership, Corporation & Limited Liability Company

Marketing
04/25/2015 - Advertising – Monitor Performance
01/31/2015 - Referrals in Business
11/01/2013 - The Three Best Methods of Marketing
02/14/2013 - The Value of a Handshake and a Smile
01/02/2013 - The Difference between Marketing and Advertising
12/26/2012 - Who is Your Customer?
11/28/2012 - Marketing – A License to Steal

Small Business Model
01/22/2013 - Small Business Model Series Entry #7 – Location, Location, Location
01/18/2013 - Small Business Model Series Entry #6 – Number Crunching Time
01/17/2013 - Small Business Model Series Entry # 5 – Whew!
01/16/2013 - Small Business Model Series Entry #4 – Basic Research
01/14/2013 - Small Business Model Series Entry #3 – Automated Teller Machines
01/14/2013 - Small Business Model Series Entry #2 – Narrowing the Idea
01/13/2013 - Small Business Model Series Entry #1 – Getting an Idea

Terminology
09/19/2018 - Winding Up (Going Out of Business)
08/27/2018 - Revenue (Sales) Codes
08/26/2018 - Overhead – General Definition
07/06/2018 - Lien – Simple, Business and Legal Definitions
01/03/2017 - Discounts – Various Meanings in Business
12/26/2016 - Economic Substance Principle
12/21/2016 - Business Trusts
11/02/2015 - Gross, Operational and Net Profit (Differences)
07/11/2015 - Profit Shifting in Small Business – Internal Shifting
07/08/2015 - Leverage in Business
06/22/2015 - Owner’s Draw in Business
04/21/2015 - Negative Basis in Business – Tax Shelters
04/03/2015 - Capital Gains – Introduction to Fundamentals
02/11/2015 - Skimming in Business
01/06/2015 - Long Term Debt – Explanation and General Understanding
12/20/2014 - Vertical Integration in Business
12/16/2014 - Mixed Costs
10/27/2014 - Phantom Income
10/14/2014 - Variable Costs
10/02/2014 - Stock
09/16/2014 - Internal Rate of Return (IRR)
08/05/2014 - Rule of 72
07/21/2014 - Accounting
06/22/2014 - Contract
06/17/2014 - Profit

Business Stories

10/07/2014 - Nobel Prize – Economics
11/18/2013 - Flake Cereal – The Story of Will Keith Kellogg
09/20/2013 - Economic Bubble – The Great Dutch Tulip Craze

Franchise Operations

04/25/2013 - Franchise Agreement Costs – How Much Does it Really Cost to be a Franchisee?
01/17/2013 - The Franchise Agreement – Geographical Territory Clause
12/29/2012 - The Franchise Relationship
12/03/2012 - Introduction to Franchises

Industry Standards

02/22/2019 - 20 Private Industry Sectors

Construction Industry Standards
09/08/2020 - Estimates, Bids and Proposals – Differences Among Offers in Construction
08/31/2020 - Residential Roofing Contractors – Financial Performance Standards
08/31/2020 - Take-Off with Construction: Part 1 (Concepts and Materials)
08/09/2020 - Key Performance Indicators With Construction – Backlog and Pipeline of Work (Part 2 of 3)
08/03/2020 - Construction Accounting
07/27/2020 - Key Performance Indicators With Construction – Production Reports (Part 1 of 3)
07/24/2020 - Residential Construction: Average Net Profit After Taxes Equals 9.4%
07/22/2020 - Markup on Materials – Setting the Proper Rate
07/20/2020 - Labor Burden in Construction – Proper Rate Formula
07/11/2020 - Estimating in Construction – Part V (Cost Drivers and Application Principles)
07/10/2020 - Implement Job Cost Accounting in Construction
07/02/2020 - Estimating in Construction – Part IV (Concepts, Tenets, and Principles)
06/30/2020 - Estimating in Construction – Part III (Job Costs by Phase Evaluation Process)
06/28/2020 - Estimating in Construction – Part II (Financial Outcomes Evaluation)
06/25/2020 - Estimating in Construction – Part 1 (Introduction)
05/19/2020 - Legal Structures for Contractors
05/13/2020 - Mark-Up with Construction
05/03/2020 - Control Equals Profit in the Construction Industry (Introduction)
02/13/2020 - Retainage in Construction – Purpose, Accounting and Law
09/24/2019 - Construction Management Fee – What is a Good Rate to Charge?
05/22/2019 - Billings in Excess
04/10/2019 - Hard and Soft Costs With Construction
03/12/2019 - Restoration Contractors – Business Dynamics
01/26/2019 - Setting Up Item Codes for Contractors
12/02/2018 - Contractor’s Audit Guide – Introduction to IRS Audits
11/12/2018 - Contractor’s Chart of Accounts – Completed Contract or Percentage of Completion Method
10/10/2018 - The Contractor Subcontractor Relationship – An Understanding
09/27/2018 - Open Job Cost Status Report
09/26/2018 - Markup in Construction – Fundamental Understanding
09/13/2018 - Cost Codes – Subset of Item Codes
09/05/2018 - Capitalization of Overhead in Construction – Section 263(a)
08/01/2018 - Profit Standards for Residential Contractors
11/19/2015 - Using Cash in Construction
09/16/2015 - Work in Process as a Control Account
06/15/2015 - Job Cost Reports – Balance Sheet Set
06/01/2015 - Roofer – Business Dynamics
05/20/2015 - Markup Percentage for Remodelers
05/18/2015 - Phase Codes and Cost Codes with QuickBooks and Construction Accounting
05/15/2015 - Construction Accounting Terminology
05/06/2015 - Margins in Construction
05/05/2015 - Branching Out in Construction
04/27/2015 - Progress Billings in Construction
04/16/2015 - Construction Accounting – Balance Sheet Construction in Process Accounts
04/04/2015 - Project Accounting Principles for Residential Contractors
02/27/2015 - Flipping Houses – Proper Inventory Turnover Rate
02/26/2015 - House Flipping – Business Dynamics
01/09/2015 - Contractor’s Profitability
12/13/2014 - Use Phase Accounting in Construction – Part III (Walls & Flooring)
10/27/2014 - Allowances in New Home Construction Contracts – The Business Model
01/29/2014 - QuickBooks in Construction Accounting – Transfer Work in Process to Cost of Goods Sold
06/08/2013 - Using QuickBooks in Construction Accounting
05/07/2013 - Construction Draw Schedule – Ranch Model Home
03/12/2013 - Implement Cost Accounting in Construction – Processing Documents
02/26/2013 - Implement Cost Accounting in Construction – Document Flow System
02/25/2013 - Implement Cost Accounting in Construction – File Structure
02/11/2013 - How to Calculate the Best Markup for a Construction Project
02/10/2013 - Percentage of Completion Method for Accounting in Construction
02/07/2013 - Completed Contract Method of Accounting in the Construction Industry
02/05/2013 - How to Use Class Accounting in Construction
02/05/2013 - The Definition of the Different Types of Residential Contractors
01/31/2013 - What is a Reasonable Profit in Construction?
01/30/2013 - Methods to Reduce Costs in New Home Construction
01/30/2013 - Capitalizing a New Home Builder Business
01/29/2013 - Best Format for the Construction Profit and Loss Statement
01/24/2013 - What is a ‘Spec’ House?
01/22/2013 - Construction Draw Schedule
12/31/2012 - The Financial Truth about Flipping Houses
12/21/2012 - Use Phase Accounting in Construction – Part II (Trades)
12/16/2012 - Use Phase Accounting in Construction – Part I
12/04/2012 - A Model of Excellence
11/26/2012 - Cost Accounting – Case Study

Food Service Industry
05/14/2015 - Mobile Food Vending – Profitability and Issues
02/15/2015 - Pizza Restaurant Audit Guide used by the Internal Revenue Service
01/19/2015 - Restaurant Profit and Loss Statement – Best Format to Use
01/26/2014 - Alcohol Costs – Monitor Closely
01/14/2014 - Tip Income – Employer Responsibilities
02/24/2013 - How to Purchase Equipment for a Restaurant – Business Finesse
02/19/2013 - How to Purchase Equipment for a Restaurant – Research Phase
02/18/2013 - How to Purchase Equipment for a Restaurant – Planning Phase
01/08/2013 - Controlling Food Costs in the Restaurant Industry
12/09/2012 - Controlling Labor Costs in a Restaurant
12/03/2012 - Food Service – An Introduction to Owning a Restaurant

Real Estate
08/19/2017 - Occupancy Rate – How to Evaluate
01/04/2017 - Financial Leverage in Real Estate
07/21/2015 - Don’t Flip Them, Finance The Flip!
03/03/2015 - Apartment Complex Profit and Loss Statement – (Revenue Section) Best Presentation Format
02/26/2015 - House Flipping – Business Dynamics
11/17/2014 - Real Estate Agent – Drawbacks and Delusions

Retail
12/17/2014 - Inventory Management – Specific Identification Method
12/03/2013 - Point of Sale System – Introduction
02/16/2013 - How are Cost of Goods Sold in Retail Determined?
01/03/2013 - An Explanation of Inventory Turnover
12/08/2012 - What is the Difference between Markup and Margin?
11/29/2012 - Retail Sales: There Are No Rules

Service
10/18/2018 - Cost of Services Rendered
02/01/2017 - P&L Statement – Best Format for Salons
12/05/2015 - Retaining Stylists In The Salon Industry
06/21/2015 - Team Based Pay in the Hair Salon Industry – A Critique
03/27/2015 - Carpet Cleaning Service – Margins and Expenses
01/13/2015 - Booth Rental – Legal and IRS Compliance
12/09/2014 - Information Technology – Economic Forces at Work
04/06/2014 - Hair Stylist Compensation Model
03/04/2013 - Format of the Profit and Loss Statement for Service Related Businesses
01/14/2013 - Labor Availability – How to Calculate Maximum Available Hours
01/01/2013 - The True Cost of Labor
11/29/2012 - Service Equals Timeliness and Accuracy

Transportation
01/18/2016 - Business Dynamics of Hauling
01/01/2015 - Mileage Deduction – Rate for 2015
03/17/2014 - Cost per Mile – The Basic Formula
01/03/2014 - Mileage Deduction – Rate for 2014

Utilities

Marginal Value

11/09/2019 - High Price to Book Ratios – Proper Interpretation and Evaluation
02/13/2017 - EBITDA – Drawbacks
02/12/2017 - EBITDA – Buyer Beware (Case Study)
02/03/2017 - EBITDA
10/25/2015 - Fair Market Value
02/03/2015 - Marginal Revenue in Business
01/25/2013 - Business and Industry Growth
01/04/2013 - Stability of Historical Earnings
12/09/2012 - Focus Groups – Adding Real Value to Your Business
11/21/2012 - Calculating the Value of a Business – Discretionary Income Multiplier Formula
11/21/2012 - The Cost of One Putt

Non Profit Organizations

01/05/2014 - Public Charity – Getting Started with the Proper Documents
07/29/2013 - Form 990 – Return of Organization Exempt from Income Tax
02/23/2013 - How to Start a Non-Profit Organization: Step 3 – The First Board Meeting
01/16/2013 - Fundraising with Bowling – An Effective Event
01/10/2013 - How to Start a Non-Profit Organization: Step 2 – Founding Board Membership
01/03/2013 - Fundraising with Golf – Does it Work?
12/26/2012 - How to Start a Non-Profit Organization: Step 1 – Form a Brain Trust
12/12/2012 - The 501(c)3 Organization
12/10/2012 - Introduction to Non-Profit Organizations – A Comparison to Profit Driven Businesses

Taxation

Employment Taxation
06/05/2015 - Owner Compensation in an S-Corporation
03/26/2014 - Simple Retirement Plan – Section 408(p)
01/26/2013 - The 1099 Subcontractor
01/01/2013 - Time for Those W-2’s
12/29/2012 - FUTA – An Explanation to the Federal Unemployment Tax Act
12/26/2012 - Form 941 – The Basics
12/03/2012 - Year-End Preparation

Income Taxes
07/25/2018 - Constructive Dividends – Definition, Understanding and Application
02/08/2017 - Double Taxation – Not an Issue in Small Business
04/17/2015 - Individual Retirement Accounts (IRA’s) – Basic Rules
02/10/2015 - Nondeductible Expenses in Small Business
01/25/2015 - Estimated Tax Payments – Why and How
01/01/2015 - Mileage Deduction – Rate for 2015
12/03/2014 - Mailbox Rule in Business
10/28/2014 - At-Risk Rules – An Elementary Understanding
10/27/2014 - Phantom Income
06/16/2014 - Form 1099-C: Cancellation of Debt
01/21/2014 - Capital Expenditures – IRS Definition
01/03/2014 - Mileage Deduction – Rate for 2014
12/04/2013 - Realized and Unrealized Gains or Losses
08/22/2013 - Internal Revenue Service – Definition of Revenue
06/19/2013 - Passive Income
04/03/2013 - Internal Revenue Service (IRS) Definition of an Expense
03/07/2013 - What is an Audit?
03/03/2013 - What is an S-Corporation?
02/14/2013 - What is a K-1?
01/08/2013 - How is a Sole Proprietorship Taxed? Understanding Schedule C
12/23/2012 - Small Business Tax Depreciation – Section 179
12/21/2012 - Mileage Deduction – New Rate for 2013
11/28/2012 - Self-Employment Tax: You Can Stop Staring At Me Now!

Specialty Taxes
10/01/2017 - Basis in Business
05/09/2015 - SS-4 IRS Application for an Employer Identification Number
02/19/2015 - Basis for Tax Purposes
01/03/2015 - Organizational Expenses – Types and Tax Implications
02/08/2014 - Hobbies – Business Perspective and Tax Compliance
12/01/2013 - Estate Tax – The Basics
07/29/2013 - Form 990 – Return of Organization Exempt from Income Tax
03/05/2013 - Form 1041 – Income Tax Return for Estates
01/22/2013 - Fuel Tax Credit
01/09/2013 - What is a Living Trust?
01/03/2013 - What are Trusts?
12/04/2012 - Local Revenue Tax – The Business License

Value Investing

07/10/2022 - Value Investment Fund – End of June 2022 Report (Halfway Through 2022)
05/31/2022 - Value Investment Fund – End of May 2022 Report
05/03/2022 - Value Investment Fund – April 30, 2022 (Monthly Report)
04/12/2022 - End of 1st Quarter 2022 Report – Value Investment Fund
03/28/2022 - Value or Growth Investing – Which is the Superior Investment Strategy?
03/01/2022 - Value Investment Fund – February 28, 2022 Results (Monthly Report)
02/01/2022 - Value Investment Fund – January 31, 2022 Results (Monthly Report)
01/17/2022 - Value Investment Fund – End of Year 2021 Report
01/02/2022 - Value Investment Fund – Status on November 30, 2021
12/13/2021 - Value Investment Fund – Status on October 31, 2021
10/03/2021 - Value Investment Fund – Status on September 30, 2021
09/07/2021 - Value Investment Fund – Status on August 31, 2021
09/06/2021 - Value Investment Fund – Status on July 31, 2021
08/07/2021 - Value Investment Fund – Status on June 30, 2021
07/11/2021 - Value Investment Fund – Status on May 31, 2021
05/17/2021 - Value Investment Fund Status Week 29 – Just Gliding Along
05/11/2021 - Value Investment Fund Status Week 28 – Steady As She Goes
05/04/2021 - Value Investment Fund – Status on April 30, 2021
04/24/2021 - Value Investment Fund Status Week 26 – Halfway Point Report
04/19/2021 - Value Investment Fund Status Week 25 – Continued Growth
04/12/2021 - Value Investment Fund Status Week 24 – Maintaining Position
04/05/2021 - Value Investment Fund – Status on March 31, 2021
03/28/2021 - Value Investment Fund Status Week 22 – A Fair Return For The Week
03/21/2021 - Value Investment Fund Status Week 21 – Disappointment
03/16/2021 - Intrinsic Value – Application of Discounted Cash Flows
03/14/2021 - Value Investment Fund Status Week 20 – Super Growth
03/08/2021 - Value Investment Fund Status Week 19 – Another Good Week
02/28/2021 - Value Investment Fund – Status on February 28, 2021
02/20/2021 - Value Investment Fund Status Week 17 – Three in a Row
02/14/2021 - Value Investment Fund Status Week 16 – Another Good Week
02/10/2021 - Value Investing – History and Modern Day Concept
02/08/2021 - Value Investment Fund Status Week 15 – Amazing Movement Forward
02/01/2021 - Value Investment Fund – Status on January 31, 2021
01/24/2021 - Purchased Bank of New York Mellon Corporation
01/24/2021 - Value Investment Fund Status Week 13 – No Change From Prior Week
01/17/2021 - Value Investment Fund Status Week 12 – Principles are Working.
01/11/2021 - Value Investment Fund Status Week 11 – Good Week
01/08/2021 - Sold Union Pacific – 23.66% Return in 72 Days
12/27/2020 - Value Investment Fund Status Week 9 – No Change
12/20/2020 - Value Investment Fund Status Week 8 – Patience
12/13/2020 - Value Investment Fund Status Week 7 – Tough Week
12/12/2020 - Sold PUTS Norfolk Southern Railroad
12/11/2020 - Value Investment Fund Buys 369.9593 Shares of Comerica Bank
12/07/2020 - Value Investment Fund Status Week 6 – 3.2X Dow Jones Industrial Average
12/03/2020 - Value Investment Fund – Status on November 30, 2020
11/21/2020 - Value Investment Fund – Fund Status 11/21/2020
11/16/2020 - Value Investment Fund – Fund Status 11/14/2020
11/09/2020 - 13.85% Return in 13 Days!
11/08/2020 - Value Investment Fund – Status 11/07/2020
11/05/2020 - Value Investing – Definition, Core Tenet and Principles
11/02/2020 - Value Investment Fund – Status at October 31, 2020
11/01/2020 - Value Investing With Real Estate Investment Trusts – Analysis and Evaluation Techniques
10/29/2020 - Purchased 114.9557 Shares of Union Pacific
10/28/2020 - Purchased 98.2849 Shares of Norfolk Southern
10/27/2020 - Purchased 606.9803 Shares of UDR, Inc.
10/26/2020 - Lessons Learned – Value Investing Fund Year One
10/25/2020 - Purchased 382.336 Shares of Equity Residential
10/25/2020 - Sold PUTS on Railroad Stocks
10/24/2020 - Purchased 48.9644 Shares of Essex Property Trust
10/23/2020 - Purchased 192.123 Shares of Equity Residential
10/19/2020 - Value Investing CRUSHES the Dow Jones Industrial Average by 353%!
10/16/2020 - Sold 49.060606 Shares of Norfolk Southern Railroad for a 14.97% Annual Gain
08/11/2020 - Railroad Fund Status July 31, 2020
07/30/2020 - Can Union Pacific Railroad Sustain its Recovery?
03/26/2019 - Value Investing

Business Ratios
05/05/2019 - Valuation Ratios
04/18/2019 - Price to Sales Ratio: A Poor Indicator of Value
04/07/2019 - Performance Ratios
03/31/2019 - Leverage Ratios
03/24/2019 - Price to Cash Flow
03/18/2019 - Activity Ratios
11/17/2018 - Liquidity Ratios
02/17/2018 - Return on Equity
01/06/2018 - Operating Cash Ratio – Formula and Understanding
10/15/2017 - Operating Profit Margin – Formula and Understanding
10/07/2017 - Total Assets Turnover Rate – Formula and Analysis
09/30/2017 - Debt Ratio
09/24/2017 - Fixed Assets Turnover Rate
09/23/2017 - Working Capital Turnover
09/04/2017 - Cash Ratio
07/09/2017 - Accounts Receivable Turnover Ratio
05/14/2017 - Net Profit
02/22/2017 - Current Ratio
02/15/2017 - Business Ratios (Introduction)
01/09/2017 - Interest Coverage Ratio
01/02/2017 - Gross Profit Margin
12/31/2016 - Debt to Equity Ratio
12/30/2016 - Net Profit Margin
12/29/2016 - Return on Assets
11/04/2016 - Accounts Payable Turnover Rate (Ratio)
02/19/2016 - Inventory Turnover Rate
12/08/2015 - Fixed Assets To Debt Relationship
01/11/2015 - Price to Earnings Ratio – Introduction and Interpretation
01/14/2014 - Quick Ratio – Definition, Explanation and Proper Use

Investment Fund
07/10/2022 - Value Investment Fund – End of June 2022 Report (Halfway Through 2022)
06/15/2022 - Bought Essex Property Trust
05/31/2022 - Value Investment Fund – End of May 2022 Report
05/25/2022 - Essex Property Trust, Inc. – Sold PUTs
05/24/2022 - Essex Property Trust – Value Investment Fund Buy
05/20/2022 - The Walt Disney Company – Position Update
05/09/2022 - Bought The Walt Disney Company
05/04/2022 - Sold PUTs on JPMorgan Chase & Co.
05/03/2022 - Value Investment Fund – April 30, 2022 (Monthly Report)
04/30/2022 - Bank of New York Mellon – Monitor Closely
04/20/2022 - Domino’s Pizza Inc. – Intrinsic Value
04/12/2022 - End of 1st Quarter 2022 Report – Value Investment Fund
04/10/2022 - McDonald’s Intrinsic Value
03/07/2022 - Sold Huntington Ingalls Industries – 103.48% Annualized Return on Investment
03/01/2022 - Value Investment Fund – February 28, 2022 Results (Monthly Report)
02/17/2022 - Union Pacific Loses $20 Billion of Intrinsic Value in 2021
02/11/2022 - Starbucks – Intrinsic Value for Value Investing
02/01/2022 - Value Investment Fund – January 31, 2022 Results (Monthly Report)
01/27/2022 - Chipotle Mexican Grill, Inc. – Intrinsic Value for Value Investing
01/17/2022 - Value Investment Fund – End of Year 2021 Report
01/11/2022 - Wells Fargo Bank – One Year Report
01/07/2022 - Sold PUTS on Huntington Ingalls Industries
01/02/2022 - Value Investment Fund – Status on November 30, 2021
12/13/2021 - Value Investment Fund – Status on October 31, 2021
12/12/2021 - Huntington Ingalls Industries – Market, Intrinsic & Value Investing Prices
12/01/2021 - Purchased Huntington Ingalls Industries
11/10/2021 - Wendy’s – Intrinsic Value of Stock
11/02/2021 - Shake Shack – Intrinsic Value of Stock
10/03/2021 - Value Investment Fund – Status on September 30, 2021
09/07/2021 - Value Investment Fund – Status on August 31, 2021
09/06/2021 - Value Investment Fund – Status on July 31, 2021
08/10/2021 - Sold Equity Residential for $83 per Share/Purchased at $52 per Share
08/07/2021 - Value Investment Fund – Status on June 30, 2021
08/02/2021 - Sold Essex Property Trust – 74.07% Annual Return
07/11/2021 - Value Investment Fund – Status on May 31, 2021
05/17/2021 - Value Investment Fund Status Week 29 – Just Gliding Along
05/11/2021 - Value Investment Fund Status Week 28 – Steady As She Goes
05/04/2021 - Value Investment Fund – Status on April 30, 2021
04/24/2021 - Value Investment Fund Status Week 26 – Halfway Point Report
04/19/2021 - Value Investment Fund Status Week 25 – Continued Growth
04/12/2021 - Value Investment Fund Status Week 24 – Maintaining Position
04/05/2021 - Value Investment Fund – Status on March 31, 2021
03/28/2021 - Value Investment Fund Status Week 22 – A Fair Return For The Week
03/28/2021 - Sold 104.712 PUTs on Norfolk Southern Railroad
03/21/2021 - Value Investment Fund Status Week 21 – Disappointment
03/14/2021 - Value Investment Fund Status Week 20 – Super Growth
03/08/2021 - Value Investment Fund Status Week 19 – Another Good Week
02/28/2021 - Value Investment Fund – Status on February 28, 2021
02/27/2021 - Dividends and Earnings Analysis – Railroad Stocks
02/20/2021 - Value Investment Fund Status Week 17 – Three in a Row
02/20/2021 - Sold Union Pacific PUTs
02/14/2021 - Value Investment Fund Status Week 16 – Another Good Week
02/08/2021 - Value Investment Fund Status Week 15 – Amazing Movement Forward
02/08/2021 - Calculating Intrinsic Value for Bank Stocks
02/01/2021 - Value Investment Fund – Status on January 31, 2021
01/31/2021 - Sold 113.6363 PUTS on Union Pacific Railroad
01/24/2021 - Purchased Bank of New York Mellon Corporation
01/24/2021 - Value Investment Fund Status Week 13 – No Change From Prior Week
01/17/2021 - Value Investment Fund Status Week 12 – Principles are Working.
01/14/2021 - Purchased 2nd Tranche of Wells Fargo Bank
01/14/2021 - Sold Comerica Bank – Earned 18.38% in 35 Days!
01/12/2021 - Purchased 292.0560 Shares Wells Fargo Bank
01/11/2021 - Purchased 43.2994 Shares Essex Property Trust
01/11/2021 - Value Investment Fund Status Week 11 – Good Week
01/04/2021 - Value Investment Fund – Status on December 31, 2020
12/20/2020 - Value Investment Fund Status Week 8 – Patience
12/13/2020 - Value Investment Fund Status Week 7 – Tough Week
11/16/2020 - Value Investment Fund – Fund Status 11/14/2020
11/08/2020 - Value Investment Fund – Status 11/07/2020
04/09/2016 - Replacement Reserves- Understanding the Fundamentals
07/07/2015 - Hospitality Industry Characterized by High Fixed Costs
03/06/2015 - Landlord – Business Dynamics and Economics
01/12/2015 - Fixed and Variable Costs in a Restaurant
10/15/2014 - Heads on Beds – Hotel Management
09/09/2014 - Value Investing – Absolute Dollars
04/05/2013 - Franchise Fee, Royalty Fee, License and Marketing Fee – Franchise Agreement Terminology

Banking Pool
05/04/2022 - Sold PUTs on JPMorgan Chase & Co.
04/30/2022 - Bank of New York Mellon – Monitor Closely
01/11/2022 - Wells Fargo Bank – One Year Report
02/08/2021 - Calculating Intrinsic Value for Bank Stocks
01/24/2021 - Purchased Bank of New York Mellon Corporation
01/14/2021 - Purchased 2nd Tranche of Wells Fargo Bank
01/14/2021 - Sold Comerica Bank – Earned 18.38% in 35 Days!
01/12/2021 - Purchased 292.0560 Shares Wells Fargo Bank
12/11/2020 - Value Investment Fund Buys 369.9593 Shares of Comerica Bank

Entertainment
05/20/2022 - The Walt Disney Company – Position Update
05/10/2022 - The Walt Disney Company – Sold PUTs
05/09/2022 - Bought The Walt Disney Company

Fast Food Restaurants
04/20/2022 - Domino’s Pizza Inc. – Intrinsic Value
04/10/2022 - McDonald’s Intrinsic Value
02/11/2022 - Starbucks – Intrinsic Value for Value Investing
01/27/2022 - Chipotle Mexican Grill, Inc. – Intrinsic Value for Value Investing
11/10/2021 - Wendy’s – Intrinsic Value of Stock
11/02/2021 - Shake Shack – Intrinsic Value of Stock
01/12/2015 - Fixed and Variable Costs in a Restaurant
04/05/2013 - Franchise Fee, Royalty Fee, License and Marketing Fee – Franchise Agreement Terminology

Hotels
07/07/2015 - Hospitality Industry Characterized by High Fixed Costs
10/15/2014 - Heads on Beds – Hotel Management
09/09/2014 - Value Investing – Absolute Dollars

Military Contractors
03/17/2022 - Watch Huntington Ingalls Industries
03/07/2022 - Sold Huntington Ingalls Industries – 103.48% Annualized Return on Investment
01/07/2022 - Sold PUTS on Huntington Ingalls Industries
12/12/2021 - Huntington Ingalls Industries – Market, Intrinsic & Value Investing Prices
12/01/2021 - Purchased Huntington Ingalls Industries

Railways Pool
02/17/2022 - Union Pacific Loses $20 Billion of Intrinsic Value in 2021
03/28/2021 - Sold 104.712 PUTs on Norfolk Southern Railroad
02/27/2021 - Dividends and Earnings Analysis – Railroad Stocks
02/20/2021 - Sold Union Pacific PUTs
01/31/2021 - Sold 113.6363 PUTS on Union Pacific Railroad
01/08/2021 - Sold Union Pacific – 23.66% Return in 72 Days
12/12/2020 - Sold PUTS Norfolk Southern Railroad
10/29/2020 - Purchased 114.9557 Shares of Union Pacific
10/28/2020 - Purchased 98.2849 Shares of Norfolk Southern
10/25/2020 - Sold PUTS on Railroad Stocks
10/16/2020 - Sold 49.060606 Shares of Norfolk Southern Railroad for a 14.97% Annual Gain
08/11/2020 - Railroad Fund Status July 31, 2020
07/30/2020 - Can Union Pacific Railroad Sustain its Recovery?
06/30/2020 - Railroad Fund Balance 06/30/2020
06/05/2020 - 56.67% Return on Investment: Union Pacific Railroad
03/10/2020 - Key Performance Indicators in the Railroad Industry
02/27/2020 - Railroad Fund – Update 02/27/2020 Purchased Union Pacific
02/26/2020 - Railroad Fund – Update 02/26/2020 Coronavirus Impact
02/24/2020 - Railroad Fund – Update on 02/24/2020
02/17/2020 - Railroad Stocks – Analysis 02/15/2020
02/15/2020 - Railroad Fund – Status on 01/31/2020
01/06/2020 - Railroad Fund – Status as of 12/31/19
11/17/2019 - Union Pacific – Buy/Sell Model
11/15/2019 - Canadian Pacific Railroad – Sold Stock at $241.47
11/06/2019 - Railroad Fund – Status as of 11/06/19
10/23/2019 - Railroad Stock – Discovering Opportunities
10/16/2019 - Railroad Companies – A Solid and Steady Investment
10/11/2019 - Railroad Stock Investments – The Standard of Measurement to Buy and Sell Railway Stock

REITs Pool
06/15/2022 - Bought Essex Property Trust
05/25/2022 - Essex Property Trust, Inc. – Sold PUTs
05/24/2022 - Essex Property Trust – Value Investment Fund Buy
08/10/2021 - Sold Equity Residential for $83 per Share/Purchased at $52 per Share
08/02/2021 - Sold Essex Property Trust – 74.07% Annual Return
01/11/2021 - Purchased 43.2994 Shares Essex Property Trust
01/10/2021 - Intrinsic Value of Essex Property Trust
11/01/2020 - Value Investing With Real Estate Investment Trusts – Analysis and Evaluation Techniques
10/27/2020 - Purchased 606.9803 Shares of UDR, Inc.
10/25/2020 - Purchased 382.336 Shares of Equity Residential
10/24/2020 - Purchased 48.9644 Shares of Essex Property Trust
10/23/2020 - Purchased 192.123 Shares of Equity Residential
04/09/2016 - Replacement Reserves- Understanding the Fundamentals
03/06/2015 - Landlord – Business Dynamics and Economics
01/22/2015 - Real Estate Syndication
12/09/2014 - Real Estate Investment Trusts – REITs

Lessons/Tutorials/Resources
06/14/2022 - PUT Options – Leverage Tool for Value Investors
03/24/2022 - Intrinsic Value – Balance Sheet Fundamentals
02/01/2022 - Value Investing – Industry Principles and Standards (Lesson 25)
01/30/2022 - Value Investing – Concepts of Economics and Business Models (Lesson 19)
01/08/2022 - Value Investing – Churning (Lesson 18)
03/25/2021 - Value Investing – Monitoring Performance (Lesson 17)
02/18/2021 - Value Investing – Setting Buy and Sell Points (Lesson 16)
01/29/2021 - Value Investing – Investment Fund (Lesson 15)
01/22/2021 - Value Investing – Pools of Investments (Lesson 14)
01/03/2021 - Value Investing – Industry Standards (Lesson 13)
12/31/2020 - Value Investing – Business Ratios (Lesson 12)
12/29/2020 - Value Investing – Key Performance Indicators (Lesson 11)
12/16/2020 - Value Investing – Financial Statements (Lesson 10)
12/12/2020 - Value Investing – Principle #4: Patience (Lesson 9)
12/10/2020 - Value Investing – Principle #3: Financial Analysis (Lesson 8)
12/01/2020 - Value Investing – Principle #2: Intrinsic Value (Lesson 7)
11/23/2020 - Value Investing – Principle #1: Risk Reduction (Lesson 6)
11/20/2020 - Value Investing – Primary Tenet of Business (Lesson 5)
11/19/2020 - Value Investing – Holistic Approach (Lesson 4)
11/15/2020 - Value Investing – Market Fluctuations (Lesson 3)
11/11/2020 - Value Investing – Risk Aversion (Lesson 2)
11/10/2020 - Value Investing – Reasonable Expectations (Lesson 1)
04/21/2020 - Value Investing – Economic Uncertainty (Lesson 23)
02/01/2015 - Value Investing – Elasticity in Economics (Lesson 22)
06/30/2014 - Value Investing – Gross Domestic Product (Lesson 21)
01/21/2014 - Common Stock – Definition

Phase I – Four Core Principles of Value Investing
01/08/2022 - Value Investing – Churning (Lesson 18)
03/25/2021 - Value Investing – Monitoring Performance (Lesson 17)
02/18/2021 - Value Investing – Setting Buy and Sell Points (Lesson 16)
01/29/2021 - Value Investing – Investment Fund (Lesson 15)
01/22/2021 - Value Investing – Pools of Investments (Lesson 14)
01/03/2021 - Value Investing – Industry Standards (Lesson 13)
12/31/2020 - Value Investing – Business Ratios (Lesson 12)
12/29/2020 - Value Investing – Key Performance Indicators (Lesson 11)
12/16/2020 - Value Investing – Financial Statements (Lesson 10)
12/12/2020 - Value Investing – Principle #4: Patience (Lesson 9)
12/10/2020 - Value Investing – Principle #3: Financial Analysis (Lesson 8)
12/01/2020 - Value Investing – Principle #2: Intrinsic Value (Lesson 7)
11/23/2020 - Value Investing – Principle #1: Risk Reduction (Lesson 6)
11/20/2020 - Value Investing – Primary Tenet of Business (Lesson 5)
11/19/2020 - Value Investing – Holistic Approach (Lesson 4)
11/15/2020 - Value Investing – Market Fluctuations (Lesson 3)
11/11/2020 - Value Investing – Risk Aversion (Lesson 2)
11/10/2020 - Value Investing – Reasonable Expectations (Lesson 1)

Phase II – Financial Analysis
03/24/2022 - Intrinsic Value – Balance Sheet Fundamentals
03/13/2022 - Intrinsic Value – Definition and Introduction
02/01/2022 - Value Investing – Industry Principles and Standards (Lesson 25)
01/30/2022 - Value Investing – Concepts of Economics and Business Models (Lesson 19)
03/16/2021 - Intrinsic Value – Application of Discounted Cash Flows
04/21/2020 - Value Investing – Economic Uncertainty (Lesson 23)
10/30/2018 - Insolvency – Detection
11/02/2017 - Cash Flow From Operations – Understanding Cash Flow (Part II)
07/02/2017 - Cash Flow From Operations – Basic Formula
02/07/2017 - Value Investing – Economies of Scale (Lesson 24)
01/11/2017 - Gross and Net Sales
12/28/2016 - Break-Even Analysis – Fundamentals
12/21/2015 - Treasury Stock – Fundamentals of Stock
11/19/2015 - Penny Stocks- Introduction
03/21/2015 - Retained Earnings – How it Works
02/01/2015 - Value Investing – Elasticity in Economics (Lesson 22)
01/07/2015 - Long Term Debt – Financial Statement Presentation
11/03/2014 - Tangible and Intangible – Business Definitions and Use
08/12/2014 - Syndication
06/30/2014 - Value Investing – Gross Domestic Product (Lesson 21)
05/15/2014 - Book Value – Definition and Usage
02/04/2014 - Value Investing – The Federal Reserve System (Lesson 20)
01/21/2014 - Common Stock – Definition
12/10/2013 - Current Liabilities Section of the Balance Sheet
09/24/2013 - The Fixed Assets Section of the Balance Sheet
04/06/2013 - Definition of Contribution Margin
03/11/2013 - An Explanation of Current Assets
03/07/2013 - An Explanation of Goodwill – Part I – Generating Goodwill
01/28/2013 - How to Read a Balance Sheet – Equity Section (Simple Format)
01/05/2013 - The Definition of Fixed Assets
12/17/2012 - How to Read a Balance Sheet – Simple Format

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