The Intrinsic Value Report

Intrinsic Value Report
Value investing, capitalism, and business
Created 10 Feb 2021
  • My Favorite Plot
    15 Sep 2021 • 1 min read
    Here it is, my favorite plot: Home prices compared to average hourly earnings. There is just so much to discuss from these two data series. First, notice that housing prices peaked and started to decl...
  • Follow the money
    06 Aug 2021 • 3 min read
    I am sure that at some point or another, you have heard someone assert - probably very angrily - that “billionaires hoard wealth” and keep the rest of us poor. Or maybe you yourself have made this cla...
  • Market Moves, May 2021
    02 Jun 2021 • 2 min read
    Welcome back everyone! After that very busy earnings season (more here), I decided to take a bit of a “break” to focus on my “real job.” That busy period is over now though, so I will be back to writi...
  • Earnings Reports, 5/6/2021 (2)
    14 May 2021 • 3 min read
    Alright, it is finally time for my thoughts on the last of these earnings reports. Most of these companies reported on May 6, but a few reported afterward. These articles in my Earnings Reports series...
  • Earnings Reports, 5/6/2021 (1)
    07 May 2021 • < 1 min read
    Welcome back to Earnings Reports! In this article, I will be going over the first half of my May 6, 2021 reporters. You know the drill by now: this is not investment advice. Let’s get into it SATS Ech...
  • Earnings Reports, 5/5/2021
    07 May 2021 • 3 min read
    Welcome back! This will be the first of three Earnings Reports articles that I release in short succession. The bulk of my portfolio reported 1Q2021 results on May 5 and 6, so I have been swamped with...
  • Market Moves, 5/4/2021
    04 May 2021 • < 1 min read
    Welcome back to another edition of Market Moves. The market is a mess out there today, with just about everything deep in the red. My portfolio is down around 1%. There are a few bright spots though, ...
  • Stock Analysis: Hollysys Automation
    03 May 2021 • 1 min read
    The folks at The Daily Spread are somehow incredible at finding value investing candidates. You see, when screening for value plays, no matter how hard you try, you will end up with pages and pages of...
  • Market Moves, 4/30/2021
    30 Apr 2021 • 2 min read
    Welcome back to another edition of Market Moves, where I chronicle my trades and trading strategy. We are in the midst of the 1Q2021 earnings season, so there is a ton of volatility in the markets rig...
  • Earnings Reports, 4/28/2021
    28 Apr 2021 • 2 min read
    Hello! Normally, articles like this would be for my paid subscribers only. I am making this one available for free to everyone. If you like my analysis, please consider subscribing! It’s only $5 per m...
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