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: Morningstar Wide Moat ETF (MOAT) by Mark Robertson Sep 28, 2023
Cheap high-quality stocks from the Morningstar Wide Moat Focus Index are attractive for long-term investors.
Latest: Stevanato (STVN) by Mark Robertson Sep 20, 2023
As we begin the hunt for this year’s collection of Best Small Companies, Ken Kavula found this candidate that produces a product with an enormous/expanding field of opportunity and execution/reliability that seems to be place STVN on the speed dial of a very significant number of major pharmaceutical companies. Their products already touch many of us and they’re expanding production (Fishers, Indiana) and business development in the United States.
Latest: Kraft Heinz (KHC): Berkshire Brand by Mark Robertson Sep 14, 2023
Anticipation? In the realm of hot dog consumption, "Are you an animal?" Morningstar cites Kraft Heinz (KHC) as a Berkshire Hathaway holding and suggests a favorable outlook for this culinary staple. Do you agree? By the way, the answer is 42. This summary provides a closer look at the pieces of the Equity Analysis process.
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%.