Warren Buffet Investment Portfolio Through The Last 50 Years

In 2014 Berkshire Hathaway Inc. celebrated fifty years in the market. On that occasion Warren Buffet made some observations regarding his company’s performance through the years. There have great gains and great losses but no one can discount his long innings in the stock market. His career has usually been looked at with awe. For … Read moreWarren Buffet Investment Portfolio Through The Last 50 Years

Ben Graham Formula

Benjamin Graham, popularly known as the ‘father of value investing’, provided an elaborate framework to identify undervalued stocks. he proposed this in his books ‘Security Analyst’ and ‘The Intelligent Investor’. He also proposed a simple intrinsic value formula to identify these underpriced stocks, now known as the Ben Graham Formula. In this article we will learn about … Read moreBen Graham Formula

Calculate Sharpe Ratio of Portfolio in Excel (with MarketXLS)

Sharpe Ratio of Portfolio in Excel

Sharpe ratio is one of the most commonly used ratios to measure the reward versus risk of an investment opportunity. In this article, we will learn about what Sharpe Ratio is, how it is calculated, and how to calculate the Sharpe Ratio of Portfolio in Excel using MarketXLS.What is Sharpe Ratio?The Sharpe ratio was developed … Read moreCalculate Sharpe Ratio of Portfolio in Excel (with MarketXLS)

Cash Generating Power Ratio

While performing financial analysis, most analysts first focus on the commonly used balance sheet and income statement ratios. However, such analysis is often incomplete because the ratios calculated from the statement of cash flows can provide significant insights and add tremendous value to any financial analysis, whether it for for picking stocks, raising capital, or … Read moreCash Generating Power Ratio

NCAV Screener

NCAV Screener

Investors are always looking for ways to identify deep value stocks and their are many investment philosophies to help them with their goals. Among them, one of the most famous models of value investing is the Benjamin Graham NCAV Screener. Benjamin Graham is considered to be the father of value investing and is the author … Read moreNCAV Screener

Earnings Power Value Spreadsheet Using MarketXLS

Earnings Power Value

While there are many methods to arrive at the intrinsic value of the stock for value investing, one approach is the Earnings Power Value, or EPV. A Columbia University Professor Bruce Greenwald developed this approach. In this article we will learn about the Earnings power Value method to value investing and we will also build … Read moreEarnings Power Value Spreadsheet Using MarketXLS

Magic Formula Investing Screener in Excel

Magic formula investing is a well-known investment technique popularized by Joel Greenblatt in his book “The Little Book That Still Beats the Market”. This is a value investing approach that outlines how investors can systematically apply a formula to buy stocks in good companies at affordable prices. In magic formula investing, we rank companies by … Read moreMagic Formula Investing Screener in Excel

Balance Sheet Ratios in Excel using MarketXLS

We know that a company’s balance sheet provides a snapshot of a company’s financial position at a particular time. By looking at the balance sheet of a company, an investor can get lots of simple yet valuable insights. This includes things such as the company’s cash positions, its assets, its debt obligations, and more. However, … Read moreBalance Sheet Ratios in Excel using MarketXLS