Articles
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: Gentex (GNTX) by Mark Robertson Mar 01, 2024
You’ll find Gentex (GNTX) in any number of portfolios from Tin Cup to Buttonwood to a multi-time selection for the Round Table. We encourage an appropriate balance of focus on the rear view mirror while using your brights for the windshield view.
Latest: Sweet Sixteen by Mark Robertson Feb 01, 2024
Consensus selections for Groundhog Challenge XVIII (2024) ...
Latest: Tin Cup Demonstration Portfolio (September 2021) by Mark Robertson Sep 01, 2021
Trimming and Nudging Quality and Return Forecast ...
Latest: Top Performing Fund Manifest by Mark Robertson Feb 01, 2024
Here are the top performing funds for the trailing decade. We generally use their portfolio holdings as a source of study ideas.
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: Groundhog Challenge XVIII (2024) by Mark Robertson Feb 01, 2024
*Go Go Groundhogs.* You (individuals and clubs) are invited to submit 5-20 stock selections to compete versus a formidable coterie of successful investors in our next year-long version of a marmot Iditarod.
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%.
Latest: Guide: Getting Started by Kurt Kowitz Jan 01, 2012
Step-by-step instructions on getting started with Manifest Investing.