Archive - Quantamental Value

Unpacking Portfolio Realizations

Scavenging for unfamiliar-quality opportunities off the beaten path and near 52-week-lows

Mar 14, 2024 •

Naif G Soufi, CFA, CAIA

December 2023

Similar Return, Lower Risk?

Or Higher Return, Similar Risk?

Dec 2, 2023 •

Naif G Soufi, CFA, CAIA

October 2023

Closed out Stellantis (STLA) Call Options

Loading up on actual shares instead

Oct 22, 2023 •

Naif G Soufi, CFA, CAIA

Thank you, Michael Burry

Closed out my put option positions

Oct 6, 2023 •

Naif G Soufi, CFA, CAIA

August 2023

Stellantis (NYSE: STLA)

Where Strong Fundamentals Meet Deep Value

Aug 10, 2023 •

Naif G Soufi, CFA, CAIA

May 2023

Quantamental Value's Approach to Company Selection

The Power of Screening and Data Vizualization

May 18, 2023 •

Naif G Soufi, CFA, CAIA

April 2023

Warren Buffett's Investment in 5 Japanese Trading Houses

Timing, Valuation, Dividend Yield, Growth and the Overall Importance to the Japanese Economy

Apr 15, 2023 •

Naif G Soufi, CFA, CAIA

January 2023

Amazon.com (AMZN)

An Aggressive Re-investor And An Intelligent Capital Allocator

Jan 15, 2023 •

Naif G Soufi, CFA, CAIA

I Used ChatGPT To Code Quantamental Value's Screener Backtest Against The S&P 500

And it is addictive!

Jan 11, 2023 •

Naif G Soufi, CFA, CAIA

Gross Vs. Net ROIC: Is A Company Really Creating Value Or Not?

Mitigate accounting gimmicks and get to the bottom of the problem by understanding the key differences between Gross and Net ROIC

Jan 4, 2023 •

Naif G Soufi, CFA, CAIA

Why you should start looking at ROIC first, then ROE

Jan 3, 2023 •

Naif G Soufi, CFA, CAIA

December 2022

Copart (NYSE: CPRT)

A Company that profitably grew revenues by more than 10x from $316 Mn since 2002 and grew market cap from $800 Mn to more than $28 Bn

Dec 23, 2022 •

Naif G Soufi, CFA, CAIA

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