Building a Portfolio around Value

Value investing provides advantages that can be compounded in a portfolio. Keep in mind though; there is really no one answer for everyone. Circumstances, situation in life, available resources, time available and opportunities in the market place, to name a few will influence holdings in your portfolio.  That’s why in our Value by George portfolio all holdings […]

A Case for Value Investing

There are no doubt many ways to invest and I tried many. Some of the most successful investors use a value investing framework. The value framework also had a huge advantage in that surprisingly some of the most successful value investor in the world including Warren Buffett and his partner Charlie Munger graciously and willing […]

Value Investing: Don’t Make it Difficult

Value investing can be difficult for some because value investors often buy what is unpopular at the moment. After all a company’s stock usually has to be out of favor to be cheap, right? Friends and neighbors are talking about their insightful investments in Apple and the awesome leading edge products or Amazon and the […]

What is Value Investing?

Value Investing What is Value Investing? Warren Buffet defined value investing in the 1977 Berkshire Hathaway annual letter to shareholders: “We select our marketable equity securities in much the way we would evaluate a business for acquisition in its entirety. We want the business to be one (a) that we can understand; (b) with favorable […]

Introduction and Lessons Learned

Hello, My name is George Thoreson and I am a fundamental, bottom-up, value investor.  I love investing. I’ve been investing and studying investing since 1975. I’ll invest in large and small capitalization companies, often out of favor or in a special situation.  Searching for real value often leads to interesting places including companies with small market […]

What ValuebyGeorge.com is About

The old quip about making money in the stock market “buy low and sell high” is hard to argue with isn’t it? It has always been true, but for us on Main Street the trick is to know what is low, what is high and will it ever get from low to high.  That is […]