Learn How to Analyze Stocks Using the Strategies of Buffett, Lynch ...

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Ben Graham – The “Granddaddy” of the Gurus 1. All stocks (including public utilities) besides technology firms Pass 2. Technology stocks Fail 1. ≥ $340 million Pass 2. < $340 million Fail 1. Current ratio ≥ 2 Pass 2. Current ratio < 2, and company is a utility or telecom Pass 3. Current ratio < 2, and company is not utility or telecom Fail
Methodology Example, Ben Graham 1. Long-term debt ≤ Net current assets Pass 2. Long-term debt > Net current assets Fail 1. ≥ 30%, and no negative annual EPS in last five years Pass 2. < 30% Fail 3. ≥ 30%, with negative annual EPS in any of last five years Fail
Page 1 and 2: Learn How to Analyze Stocks Using t
Page 3 and 4: Who: At Validea we follow numerous
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Page 7 and 8: Methodology Example, Peter Lynch 1.
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Page 13 and 14: Methodology Example, Warren Buffett
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Page 21 and 22: Methodology Example, Ben Graham 1.
Page 23 and 24: Other Key Pillars In Strategy Rebal
Page 25 and 26: To Be Successful You Need To Stick
Page 27 and 28: Portfolio Construction - equally we
Page 29 and 30: Key Lessons We have Learned that wi

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