Case Studies
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Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance
Good Stocks Cheap: Value Investing with Confidence for a Lifetime of Stock Market Outperformance

Value Investing Case Studies

     Each case study applies the Value Investing Model put forth in the book Good Stocks Cheap to the common stock of a company.

      Each consists of a rough outline of an understanding of the business; a Microsoft XL spreadsheet with complete operating metrics, which generally include ROCE, FCFROCE, ΔOI/FDS, ΔFCF/FDS, ΔBV/FDS, ΔTBV/FDS, and L/E; rough outlines of the future performance of the company and shareholder-friendliness; and a Microsoft XL spreadsheet with price metrics, which generally includes MCAP/FCF, EV/OI, MCAP/BV, and MCAP/TBV. The spreadsheet data comes from from corporate balance sheets, income statements, and cash flow statements; and make clear how the raw data is converted into the key numbers used to formulate the metrics.

     Each case study includes several years of past historical data. Each costs $99, and is sent as email attachments within 24 hours of payment receipt.

     To order, please have a credit card handy. Check the boxes in front of the sets you'd like to order, scroll to the bottom, and click the next button:

Issuer Last Updated
AB Fagerhult September 2018
A. O. Smith Corporation July 2019
Alliance Data Systems Corporation January 2018
Alphabet Inc. May 2019
Amazon.com, Inc. June 2018
Anheuser-Busch InBev SA/NV July 2019
Apple Inc. May 2018
Baidu, Inc. March 2019
Balco Group AB September 2019
The Boeing Company April 2019
Britannia Industries Limited July 2019
BYD Company Ltd. March 2018
BYD Electronic (International) Company Ltd. October 2018
Campbell Soup Company May 2018
CARE Ratings Limited April 2019
The Chemours Company November 2019
The Coca-Cola Company May 2018
Credit Suisse Group AG July 2018
Danske Bank A/S October 2018
eBay Inc February 2019
Europris ASA November 2018
Evolution Gaming Group AB May 2018
Exco Technologies Limited October 2018
Facebook, Inc. March 2018
Fairfax Financial Holding Limited May 2019
Franklin Resources Inc. August 2019
Garrett Motion, Inc. October 2019
Geberit AG February 2018
Gentex Corporation January 2019
GrafTech International Ltd. August 2019
H&M Hennes & Mauritz AB April 2018
Inditex S.A. April 2018
Investment AB Latour May 2019
JPMorgan Chase & Co. March 2019
The Kraft Heinz Company March 2019
KRBL Limited March 2018
Lennar Corporation May 2019
Liberty Global PLC October 2019
Linamar Corporation February 2019
Micron Technology, Inc. January 2019
Microsoft Corporation January 2018
Miller Industries, Inc. July 2018
Naspers Limited October 2018
National Beverage Corp. March 2019
Norbord Inc. November 2018
Novo Nordisk A/S September 2019
Nvidia Corporation October 2018
Orkla ASA May 2019
Orion Engineered Carbons SA July 2019
Packaging Corporation of America July 2019
Pilgrim's Pride Corporation October 2018
Ponsse Oyj September 2019
PSG Group Limited June 2019
Rain Industries Limited January 2019
Rallis India Limited February 2018
Raute Oyj January 2019
Seaspan Corporation June 2019
SESA SpA April 2018
Skechers U.S.A., Inc. July 2018
Steel Dynamics, Inc. October 2019
Stockmann Oyj August 2018
Straco Corporation Limited May 2018
Suncor Energy Inc. August 2019
SVB Financial Group April 2019
Tencent Holdings Limited August 2018
Thor Industries, Inc. March 2018
Time Warner, Inc. March 2018
Twitter, Inc. August 2018
ULVAC, Inc. April 2019
U.S. Bancorp June 2018
Vitasoy International Holdings Limited November 2019
WashTec AG August 2019
Westlake Chemical Corporation November 2018
Winnebago Industries, Inc. October 2018
YY Inc. December 2018