Contents
Value Investing Episode 1 – Introduction and Membership Program
- 12/31/2022 - Sold PUTS at Year End 2022
- 10/19/2022 - Sold Wells Fargo Position
- 09/30/2022 - Sold PUTs on Norfolk Southern Railroad
- 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
- 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
- Investment Fund
- 12/31/2022 - Sold PUTS at Year End 2022
- 10/10/2022 - Purchased 100 Shares of Essex Property Trust, Inc.
- 09/30/2022 - Sold PUTs on Norfolk Southern Railroad
- 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