VALUENTUM

Praise for Value Trap: Theory of Universal Valuation — Author Brian Nelson

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On behalf of the entire Valuentum team, thank you!   Order Brian Nelson’s new book, Value Trap: Theory of Universal Valuation here .     From Academia and Money Managers   “Value Trap is terrific! It is full of immense wisdom and great stories. I loved it and I am confident that you will, too.”               Gary N. Smith, Ph.D.             Fletcher Jones Professor of Economics, Pomona College Author of Standard Deviations, The AI Delusion, Money Machine, and What the Luck?   “Over 30 years as an investment advisor, I have been asked so many times to suggest “a book that teaches me how to do all this (investing) stuff?” My response has always been along the lines of, “Don’t you … Read more

Archive: Nelson’s “Off the Cuff” Video Series

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We hope you enjoyed the “Off the Cuff” video series, where President of Investment Research at Valuentum Brian Nelson talked in front of the camera for about 10 minutes each episode! The videos were purposely designed to be low-tech, we know – we call this “authen-tech.” We like that, and you should, too. These are not instructional videos. They are meant to be energetic, exciting, and a bit controversial. Nelson tells it how it is. That’s the only way. Follow up reading/videos provided. Videos filmed December and January 2017/2018. Don’t miss an episode! Episode 1 – North Korea, Indexing and ETFs (December 4, 2017): President of Investment Research Brian Nelson talks about the non-zero probability of nuclear war, lofty equity market valuations, … Read more

Glossary of Valuentum Terms

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Image Source: Courtney Collison The following terms are found in our 16-page stock reports and our dividend reports: Business Quality Matrix. We compare the firm’s ValueCreation and ValueRisk ratings. The box is an easy way for investors to quickly assess the business quality of a company. Firms that generate economic profits with little operating variability score near the top right of the matrix. Cash Flow Generation. Firms’ cash flow generation capacity are measured along the scale of STRONG, MEDIUM, and WEAK. A firm with a 3-year historical free cash flow margin (free cash flow divided by sales) greater than 5% receives a STRONG rating, while firms earning less than 1% of sales as free cash flow receive a WEAK rating. … Read more

Nelson’s Valuentum(ology) on Buffett

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Best Ideas Newsletter portfolio holding Berkshire Hathaway is bumping against all-time highs, and frankly, we can’t be more pleased. 2016 Mar 10, 2016 Part I: Nelson’s Evaluation of Berkshire’s 2015 Annual Report The first of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report. Mar 23, 2016 Part II: Nelson’s Evaluation of Berkshire’s 2015 Annual Report The second of Nelson’s three-part evaluation of Berkshire Hathaway’s 2015 annual report. 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. 2015 Mar 27, 2015 Part I: Nelson’s Notes on Berkshire Hathaway’s 2014 Newsletter Notes from Valuentum’s Brian Nelson on Berkshire Hathaway’s newsletter. Part I. Mar 27, 2015 Part II: … Read more

More Suggested Reading

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More Reading Must read: Understanding the CFA Designation Must watch: Explaining the Valuentum Buying Index Must read: Why Valuentum Buying Index Ratings Matter Must read: The Best Way to Use the Valuentum Process Must read: Evaluation of Simulated Best Ideas Newsletter Portfolio Must read: Focus on a Rules-Based Process Must read: What Causes Fair Value Estimates to Change? Must read: Resetting Your Mental Model Must read: Introducing the Economic Castle Rating Must read: Deriving Forecasts in Valuation and Dividends Must read: Investing’s Odd Couple: Value and Momentum Must read: How Members Use Valuentum’s Investment Services User Menu View Current and Archived Best Ideas Newsletters — access current and archived newsletters View Current and Archived Dividend Growth Newsletters — access current and archived newsletters Getting Started on Valuentum.com — learn about … Read more

Update: Digging Into the Valuentum Dividend Cushion

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Sign Up to Receive our Dividend Growth Newsletter! Add the High Yield Dividend Newsletter to Your Membership! History has revealed that the best performing stocks during the previous decades have been those that shelled out ever-increasing cash to shareholders in the form of dividends. In a recent study by Ned Davis Research, S&P 500 stocks that initiated dividends or grew them over time registered roughly a 9.6% annualized return since 1972 (through 2010), while stocks that did not pay out dividends or cut them performed poorly over the same time period.  Such analysis is difficult to ignore, and we believe investors may be well-rewarded in future periods by finding the best dividend-growth stocks out there. As such, we’ve developed a rigorous dividend investment … Read more

Valuentum’s DCF Valuation Model Template for Individual Investors

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Have you ever wanted to model a company just like a stock analyst? As part of Valuentum’s mission to serve the individual investor, we’ve developed a discounted cash-flow model that you can use to estimate the value of any operating firm that you wish. The model, built by Brian Nelson, who has developed valuation models and has trained hundreds of financial analysts for such large organizations as Morningstar, offers individual investors the opportunity to truly peer into the analytics of this process and learn the in’s and out’s of valuation. What’s more, we’ve made it easy for you. In just 30 minutes of your time, you can build a full income statement, balance sheet, and cash flow statement, including both historical data and your very own forecasts. Plus, you can see … Read more

Valuentum Selects TradingView to Power Chart Functionality

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Valuentum Securities has chosen TradingView, the leading provider of real-time customizable charts, to provide the coding to power chart functionality on Valuentum’s website. With Valuentum’s 16-page stock reports and TradingView’s chart functionality, members now have access to the most extensive valuation analysis and the most robust, real-time charting features on the web today.