Introduction to Value Investing

Learn about Value investing which is a style of investing that involves identifying stocks or other assets that are undervalued by the market. The idea behind value investing is to buy low and sell high, by finding assets that are priced lower than their intrinsic value.

Benjamin Graham was an influential value investor who changed the way the world looks at investing. His investment strategies are still used today and have been the foundation of many successful investors, including Warren Buffett.

This lesson will show you how to build a simple market scanner in TWS Mosaic using a value theme, plus using the scan results, we’ll walk through some key features within TWS’ Fundamental Explorer.

Explore a stock’s intrinsic value, which is a measure of what a stock is worth, independent of its current market price. It represents the perceived, although subjective, true value of the stock based on an analysis of its financial data, prospects, and other factors that can influence its price.

The Circle of Competence concept, developed by Buffett and Charlie Munger, is one of the guiding principles behind their success in investing.

This lesson will explore a company’s 10-K and 10-Q report. These are an report filings which provides a comprehensive overview of a company's financial performance, business operations, risk factors, and audited financial statements.

In Economic moats refer to the competitive advantages that allow a company to maintain its market position and fend off competitors. These advantages create barriers to entry, making it challenging for other companies to replicate the company's success.

By investing in companies with a significant margin of safety, investors aim to minimize the risk of capital loss and increase the likelihood of achieving a favorable return on their investment.

View this recent IBKR Podcast interview with Guillaume Roux-Chabert, from IBKR Singapore and Stefano Grasso, Portfolio Manager for the Enhanced Value Fund in Singapore to discuss three famous Warren Buffett’s letters to shareholders – 1977, 1999 and 2018.