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Latest
Valuentum Commentary
Oct 27, 2016
Podcast: Why ETFs and Roasting the Banks
The Valuentum analyst team talks about why we don't like the business models of banking entities, why they are currently destroying economic value, but also why the team includes exposure in the Best Ideas Newsletter portfolio. What gives? Find out in this ~9 minute podcast. May 19, 2016
Part III: Nelson’s Evaluation of Berkshire’s 2015 Annual Report
The last of Nelson’s three-part evaluation of Berkshire’s 2015 Annual Report. May 11, 2015
Dividend Increases/Decreases for the Week Ending May 8
Let's take a look at companies raising/lowering their dividends this week. Mar 27, 2015
Part II: Nelson’s Notes on Berkshire Hathaway’s 2014 Newsletter
Notes from Valuentum’s Brian Nelson on Berkshire Hathaway’s newsletter. Part II. Jun 22, 2014
Valuentum Economic Castle™ Rating Update
Members should expect the initial Economic Castle™ ratings. May 12, 2014
Dividend Increases for the Week Ending May 9
Let's take a look at dividend increases for the week ending May 9. Nov 9, 2013
AIG Still Trades at a Meaningful Discount to Book Value
AIG is one of the few financials that has registered a 9 on the Valuentum Buying Index. Sep 12, 2013
The Mortgage Refinancing Boom Could Be Ending
The bull market in mortgage refinancing activity appears to be over, but that doesn’t mean it will materially damage the economy. Sep 4, 2013
Why We Don’t Like Dividends of Banking Firms: 4 Very Good Reasons
It’s sometimes easy to lose sight of the fragility of a banking firm’s business model. Let’s examine the reasons why we don’t like banking firms’ dividends. Reason #1: A Bank Run Is Always Possible. Reason #2: Our Competitors Have Tried to Invest in Bank Dividends and Have Failed Miserably. Reason #3: Cash Flow Is Not Meaningful at Banks. Reason #4: There Are Plenty of Other Options.
Dividend Increases/Decreases for the Week of November 10
Let's take a look at firms raising/lowering their dividends this week. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on
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and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.
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