Value investing.
Estimar quanto vale uma empresa e comprá-la por menos: as ideias por trás do value investing.
Are Dividend Aristocrats Worth It? A Filter, Not a Buy Signal
The Dividend Aristocrats label proves that a company has raised its dividend through at least two recessions, and nothing else. It says nothing about today's price, the payout ratio, or the size of the raises. Use the list to shorten your search, then run the safety checks and wait for the yield.
Dividend Yield vs Dividend Growth: Which Wins, and When
High yield pays the most for the first decade, dividend growth pays the most after it, and a balanced payer sits between the two. Here is the ten-year arithmetic across three profiles, the risk each one carries, and a rule for choosing by when you need the income.
How to Tell If a Dividend Is Safe: A Six-Point Checklist
A dividend cut costs you the income and a chunk of the share price on the same day. Six numbers, most of them free to find, tell you months in advance whether a payout is covered, growing and funded by cash, or a trap dressed up as a high yield.
Nvidia Trades at 15 Times Earnings and Is Still Expensive
The same forecast makes Nvidia look cheap on a P/E and 23% overvalued on a cash flow model. The gap is not an opinion. It comes from three inputs, and one of them is a number most models still get wrong.
Ideias para a sua carteira, de duas em duas semanas.
Um e-mail curto de duas em duas semanas: um texto novo do Journal e um número que vale a pena saber. Sem ruído, sem vendas.