Latest: Projected Return On Enterprise Value (PROVE) by Mark Robertson Jul 01, 2021
Imagine a world of stock studies where you can “worry” a whole lot less about P/E ratios (and dividends) and instead focus on the business model and emphasize a few important characteristics of stewardship. Our quest to better understand the power and potential of using Projected Return on Enterprise Value (PROVE) actually began during the holiday season about a year and a half ago. After extensive consideration, we now feel that this characteristic is essential. PROVE can be used to (1) reconcile P/E forecasts and (2) we’re giving PROVE as much (or more) weight than PAR in screening, stock analysis and portfolio design and management.
Latest: Boston Beer (SAM) by Mark Robertson Aug 07, 2021
Raise a glass! Is the current price plummet in Boston Beer (SAM) a buying opportunity?
Latest: Sweet 16 Screening Results (August 2021) by Mark Robertson Aug 01, 2021
This month's Sweet 16 provides the companies that have (1) a Quality Ranking greater than 80 (Excellent) and (2) exhibit the highest Projected Return on Value (PROVE) among the qualifiers.
Latest: Tin Cup Demonstration Portfolio (September 2021) by Mark Robertson Sep 01, 2021
Trimming and Nudging Quality and Return Forecast ...
Latest: Janus Henderson Small Cap Growth (JSML) by Mark Robertson Jul 01, 2021
Janus Henderson Small Cap Growth has been on our radar for some time ... it has delivered.
Latest: Best Sources For Small Company Ideas by Mark Robertson Nov 10, 2017
We turn to the best long term performers among small company funds for sources of ideas ... the current leader board includes PRIMECAP Odyssey Aggressive Growth, T. Rowe Price New Horizons and Brown Capital Small Company.
Latest: Hallowing November With Churchill and Twain by Mark Robertson Dec 01, 2021
Sir Winston Churchill and Samuel Clemens (Mark Twain to some of you) were both born on Nov. 30. Since I was born a day earlier, the three of us got together for a little celebration. We decided to play a game of Risk, or at least I thought we did.
Latest: Divining Dashboards: Source of Ideas by Ken Kavula May 01, 2016
This month, we focus on dashboards of portfolios that you can access directly from the Manifest Investing site.
Latest: Manifest 40 Update by Mark Robertson Jul 01, 2014
This managed “tracking portfolio” of your collective favorites has outperformed the Wilshire 5000 by +2.8%.