Why and how to implement a net-net investment strategy world-wide This article shows you why and exactly how to invest in net-net companies, companies that are trading at less than their liquidation value. ... > read more
This simple Microcap investment strategy beats the professionals – Data driven This simple Microcap investment strategy, large investors cannot use, beats the market - proven with a 34 year backtest.... > read more
Does systematic value investing really work? – Data driven backtest In December 2010 two friends finished a research paper they called Systematic Value Investing: Does it really work? What they found was really interesting and I asked them if I can write it up to share with you.... > read more
This easy to use adjusted slope momentum strategy performed 7 times better than the market Just as Andreas Clenow found when he tested the adjusted slope on the US market we found that the strategy works on companies worldwide.... > read more
Your absolute best investment strategy in 2017 – nearly everything worked 2017 was a really profitable where just about all of the 19 strategies we tracked would have given you a great return. The highest return was +32.6% and the lowest +16.1%.... > read more
Why and how to implement a high free cash flow yield investment strategy This article shows you (with two independent back tests) why free cash flow yield is great investment strategy as well as how (step for step) to implement a high free cash flow yield strategy in your portfolio.... > read more
This investment strategy is working even better than we expected +711% When we tested the Qi Value investment strategy in the first half of 2015 I honestly did not think it would work this well. We recently updated its performance to date – an astounding +711% more than 20 times the markets performance of 35%.... > read more
Do TTM or normalized ratios give you higher returns? – data driven Do trailing 12 months (TTM) or average ratios - also called normalized ratios - give you higher returns? This is what I wanted to find out by looking at all the research I could find.... > read more
Ever heard of the price to book magic formula? Are you a low price to book value investor? If so read about an interesting investment strategy that combines a low price to book ratio with the Magic Formula. ... > read more
The best investment strategy in Europe from 2000 to 2014 – data driven What investment strategy would have given you the highest returns in Europe over the 14 year period from July 2000 to July 2014? In this article I summarised the master’s thesis of Andreas Hennes (completed at Goethe University Frankfurt am Main on 14 September 2015) where he set out to test exactly that.... > read more
Your absolute best strategy in 2016 2016 was a rather boring investment year that turned out surprisingly profitable if you used the strategies that worked.... > read more
How to implement a true microcap strategy that works – data driven In March 2016 Jim O’Shaughnessy published an interesting research paper called A True Microcap Strategy. The paper made a really convincing argument for investing in microcap companies (for exact returns continue reading). ... > read more
Dividend income investing – this is what really works (data driven) Is your high dividend investment strategy based on buying companies with a high dividend yield and high dividend cover? If so you can do a lot better. ... > read more
Your best strategy in 2016… so far I suspect you also find it interesting to see what has worked well so far this year. That is why I decided to take a look at what investment strategy would have given you the best return so far 2016. ... > read more
Does the Magic Formula also work in Finland? The Magic Formula investment strategy was able to outperform the Finnish stock market with less risk over the 13 year period from May 1997 to May 2010. But the back test also discovered something unusual that can increase your Magic Formula returns even more. ... > read more
This outperforms all other valuation ratios (14 year back test result) Because of this problem we decided to develop our own composite valuation indicator, which we called Q.i. Value. Not only does it exclude the Price to Book ratio, it also includes all the best ratios we have tested.... > read more
Ever looked at quantitative value investing? You should. You may be asking if the research study changed me from classical value investor to a completely quantitative value investor. The answer is I became a bit of both, and I suggest you do as well.... > read more
Can the Piotroski F-Score also improve your investment strategy? You can use the Piotroski F-Score to improve most investment strategies, not just a low price to book strategy as Joseph Piotroski successfully proved. In this article I am going to show you what other investment strategies you can improve with the use of the Piotroski F-Score. ... > read more
Are you fishing in a pond that is just too small? Global value investing proven Do you only invest in the in the country where you live? If you do it’s a big mistake as it severely limits your investment opportunities and returns. You are fishing in a pond that is just too small.... > read more
Truths about stop-losses that nobody wants to believe If you're a long-term reader of my articles you will know that I have not been a great supporter of a stop-loss system. But you know I look at investment research all the time and I recently found three interesting papers that tested stop-loss strategies with very interesting results... ... > read more