10-Bagger Hunting
LynchLong
Lynch sought 10x returns (10-baggers) in small/mid caps with strong growth
Source: fool.com
60/40 Stock-Bond Classic
Long-TermLong
Classic 60% equities / 40% bonds; foundational asset allocation
Source: bogleheads.org
Acquirer's Multiple
GreenblattLong
Carlisle's variant: rank purely on EBIT/EV (skips quality screen); deep value pure-play
Source: acquirersmultiple.com
Acquirer's Multiple Pure Value
CarlisleLong
Top decile by EV/EBIT only; outperforms Magic Formula by skipping quality
Source: acquirersmultiple.com
All-Weather Portfolio Dalio
Long-TermLong
Bridgewater All-Weather: 30% stocks/55% bonds/7.5% gold/7.5% commodities
Source: bogleheads.org
Asset Location
BehavioralLong
Tax-inefficient assets in IRA; tax-efficient in taxable; minimize lifetime tax
Source: investopedia.com
Avoid Popular Investments
TempletonLong
Templeton: buy what's hated; sell what's loved; avoid crowded trades
Source: acquirersmultiple.com
BDC Business Development Company
IncomeLong
BDCs lend to small biz; high yield + leverage; credit risk
Source: investopedia.com
Bankruptcy Equity Stub
GreenblattLong
Post-bankruptcy emergence equity often underpriced; institutional avoidance
Source: scribd.com
Barista FIRE
FIRELong
Partial retirement: side income + portfolio covers rest
Source: investopedia.com
Beddard Thrifty Thirty
QualityLong
UK F-score variant; small caps with quality + value combo
Source: stockopedia.com
Buy Hold Forever
Buffett ModernLong
Favorite holding period is forever; minimize tax/turnover drag
Source: acquirersmultiple.com
Buy What You Know
LynchLong
Peter Lynch: invest in companies/products you observe daily; identify trends early
Source: fool.com
Buying Cheap vs Buying Well
Howard MarksLong
Marks: distinction between low price and good value; risk-adjusted bargain
Source: oaktreecapital.com
Cigar Butt Strategy
GrahamLong
Beaten-down stocks with one puff of value left; deep value bargain hunting
Source: kenthospitals.com
Circle of Competence
Buffett ModernLong
Only invest in businesses you understand deeply; stay within circle
Source: acquirersmultiple.com
Cloning High-Quality Investors
PabraiLong
Copy positions from Buffett/Munger/best 13F filers; lower research cost
Source: acquirersmultiple.com
Closed-End Funds at Discount
IncomeLong
Buy CEFs trading at NAV discount; collect distribution + discount narrowing
Source: investopedia.com
Coast FIRE
FIRELong
Save enough early to coast (no contributions) until retirement
Source: investopedia.com
Coffee Can Portfolio
Long-TermLong
Pick stocks once and never sell; Robert Kirby; minimize action drag
Source: acquirersmultiple.com
Concentration 5-10 Stocks
Buffett ModernLong
Concentrated portfolio of best ideas vs over-diversification (Buffett style)
Source: acquirersmultiple.com
Contrarian Value with Catalyst
LakonishokLong
Lakonishok blend: cheap stocks + price momentum reversal as catalyst
Source: stockopedia.com
DCF Intrinsic Value
DamodaranLong
Discounted cash flow valuation; buy when MarketCap < intrinsic value
Source: damodaran.com
Defense Stocks Cycle
SpecialtyLong
LMT/RTX/NOC during defense spending up-cycles; geopolitical hedge
Source: investopedia.com
Dempster Mill Liquidation
Buffett EarlyLong
Buffett bought Dempster cheap then liquidated assets; activist liquidation
Source: acquirersmultiple.com
Direct Indexing
BehavioralLong
Own individual stocks of index instead of fund; tax-loss harvest at security level
Source: investopedia.com
Distressed Debt Investing
KlarmanLong
Buy distressed debt below recovery value; Baupost specialty
Source: acquirersmultiple.com
Distressed Debt Strategy
Howard MarksLong
Oaktree distressed debt; buy below recovery; long workout periods
Source: oaktreecapital.com
Dividend Aristocrat Strategy
IncomeLong
S&P companies with 25+ years dividend increases; buy basket for income + growth
Source: investopedia.com
Dividend Growth Investing
IncomeLong
Focus on dividend growth rate not yield; payout ratio + growth
Source: investopedia.com
Dividend Kings 50+ Years
IncomeLong
50+ years dividend increases (Coca-Cola/J&J/PG); ultra-stable income
Source: investopedia.com
Dogs of the Dow
IncomeLong
Buy 10 highest-dividend Dow stocks each year; mechanical contrarian rebalance
Source: investopedia.com
Dollar Cost Averaging DCA
Long-TermLong
Invest fixed $ regularly regardless of price; reduces timing risk
Source: vanguard.com
Earnings Yield Calculation
GreenblattLong
EBIT / Enterprise Value (not P/E); cleaner cheapness measure
Source: aol.com
Economic Moat Investing
Buffett ModernLong
Wide moat (brand/network/cost/switching) firms; Coca-Cola/AmEx/See's Candies
Source: acquirersmultiple.com
Endowment Model Yale
Long-TermLong
Swensen Yale model: alternative-heavy (PE/HF/RE); illiquidity premium
Source: investopedia.com
F-Score Quality Filter
Piotroski F-ScoreLong
9-point quality score (profitability/leverage/efficiency); high F-score outperforms
Source: stockopedia.com
Fat FIRE 25x Expenses
FIRELong
Save 25x annual expenses; 4% safe withdrawal rate; Trinity study
Source: investopedia.com
Float Insurance Investing
Buffett ModernLong
Use insurance float as zero-cost leverage for investments (Berkshire model)
Source: acquirersmultiple.com
Frontier Markets Value
SpecialtyLong
Vietnam/Pakistan/Bangladesh; deep value with country risk premium
Source: acquirersmultiple.com
Global Diversification
TempletonLong
Templeton pioneered international value investing in 60s/70s
Source: acquirersmultiple.com
Graham 5 Criteria Enterprising
GrahamLong
Stricter enterprising investor: P/E<10/PB<1.2/current ratio>1.5/positive earnings 5yr
Source: acquirersmultiple.com
Graham's 17 Criteria Defensive
GrahamLong
Defensive investor checklist: size/financial strength/earnings stability/dividends/growth/PE/PB
Source: acquirersmultiple.com
Growth at Reasonable Price
GARPLong
Quality growth at decent valuation; Lynch + Buffett blend
Source: fool.com
HSA Triple Tax Advantage
BehavioralLong
HSA: deductible / tax-free growth / tax-free withdrawal for medical; max long-term
Source: investopedia.com
High F-Score Low PB
Piotroski F-ScoreLong
Combine F-score 8-9 with low P/B; quality value at deep discount
Source: stockopedia.com
High-Yield REIT Income
IncomeLong
REITs with 5%+ yield + steady FFO growth; income + inflation hedge
Source: reits.com
Holding Company Discount
SpecialtyLong
Conglomerates trade below sum-of-parts; close discount with breakup catalyst
Source: acquirersmultiple.com
Insurance Float Holdcos
SpecialtyLong
Markel/Berkshire/Fairfax; insurance + investment hybrid
Source: acquirersmultiple.com
Inversion Thinking
MungerLong
Invert problems: instead of how to succeed think how to avoid failure
Source: acquirersmultiple.com
LEAPS for Special Situations
GreenblattLong
Use 2-year LEAPS for leveraged special situations bets; defined risk
Source: scribd.com
Lean FIRE Frugal
FIRELong
Lower expenses → smaller FIRE number; reach FI faster
Source: investopedia.com
Liquidations Special Sit
KlarmanLong
Companies winding down; collect liquidation proceeds at discount
Source: acquirersmultiple.com
Lollapalooza Effect
MungerLong
Multiple psychological forces converge for outsized outcomes; identify catalysts
Source: acquirersmultiple.com
Lump Sum vs DCA Lump Sum Wins
Long-TermLong
Vanguard study: lump sum beats DCA 67% of time; markets drift up
Source: vanguard.com
Lynch Categories Stalwart Cyclical
LynchLong
Categorize stocks: Slow grower / Stalwart / Fast grower / Cyclical / Asset play / Turnaround
Source: fool.com
Magic Formula 30 Stocks
GreenblattLong
Top 30 stocks ranked by combined ROC + earnings yield rank; rebalance annually
Source: aol.com
Margin of Safety Concept
GrahamLong
Buy with cushion vs intrinsic value (typically 33-50% discount)
Source: ecconomi.com
Margin of Safety Plus Catalyst
KlarmanLong
Klarman demands MoS + clear catalyst (M&A / restructuring / spinoff)
Source: acquirersmultiple.com
Master Limited Partnerships MLPs
IncomeLong
Pipeline MLPs with high distributions + tax-deferred yield (K-1)
Source: investopedia.com
Maximum Pessimism Buying
TempletonLong
Buy at point of maximum pessimism (e.g. WW2 stocks at <$1); Templeton crisis hunting
Source: acquirersmultiple.com
Mega Backdoor Roth
BehavioralLong
After-tax 401k contributions converted to Roth; up to $69k/yr
Source: investopedia.com
Memos Reading Market Cycle
Howard MarksLong
Howard Marks: invest based on market cycle position; second-level thinking
Source: oaktreecapital.com
Mental Models Latticework
MungerLong
Munger's latticework of multidisciplinary mental models for investment decisions
Source: acquirersmultiple.com
Mr Market Metaphor
GrahamLong
Treat market as moody partner; buy when panicky / sell when euphoric
Source: ecconomi.com
Net Current Asset Value
GrahamLong
NCAV = current assets - all liabilities; basic Graham liquidation value test
Source: netnethunter.com
Net-Net International
SpecialtyLong
Net-net stocks in Japan/Korea (mature value markets); Graham still works abroad
Source: netnethunter.com
Net-Net NCAV Stocks
GrahamLong
Buy stocks <2/3 of (current assets - total liabilities); Graham's deep value formula
Source: netnethunter.com
Owner Earnings Calculation
Buffett ModernLong
Owner earnings = NI + D&A - capex - WC needs; better than reported earnings
Source: acquirersmultiple.com
PEG Ratio
LynchLong
P/E divided by growth rate; <1 is cheap relative to growth (Lynch metric)
Source: fool.com
Pabrai Heads I Win Tails I Don't Lose Much
PabraiLong
Asymmetric bets: large upside + low downside; clone Buffett-style
Source: acquirersmultiple.com
Pendulum Theory
MarksLong
Marks: market sentiment swings extreme to extreme; position against current extreme
Source: oaktreecapital.com
Permanent Portfolio Browne
Long-TermLong
25% each: stocks/bonds/gold/cash; works in all economic regimes
Source: bogleheads.org
Preferred Stock Yield
IncomeLong
Preferreds with fixed dividend; lower vol than common with bond-like yield
Source: investopedia.com
Pure Magic Formula Today
DEBUNKEDEither
DEBUNKED: pure Magic Formula has underperformed S&P since ~2010 due to popularity
Source: ecconomi.com
Pure Net-Net US Today
DEBUNKEDEither
DEBUNKED: traditional Graham net-nets nearly extinct in US; market matured
Source: ecconomi.com
Quality at Reasonable Price QARP
QualityLong
High ROIC + reasonable PE; modern Buffett-style
Source: stockopedia.com
Quantitative Value Approach
CarlisleLong
Quant rules: F-score quality + Acquirer's Multiple + momentum filter
Source: acquirersmultiple.com
Rebalancing Annual
BehavioralLong
Rebalance to target weights annually; sell winners buy losers automatically
Source: vanguard.com
Recapitalizations
GreenblattLong
Companies with leveraged recap; new shares often misvalued
Source: scribd.com
Return on Capital Calculation
GreenblattLong
EBIT / (NWC + Net Fixed Assets); pure operating quality metric
Source: aol.com
Risk Arbitrage Merger
GreenblattNeutral
Buy targets at discount to deal price; collect spread when deal closes
Source: scribd.com
Risk Asymmetry Concept
MarksLong
Win-loss asymmetry > frequency; high-conviction asymmetric bets
Source: oaktreecapital.com
Risk Parity Portfolio
Long-TermLong
Equal risk contribution from each asset class (not equal $); levered bonds
Source: bogleheads.org
Risk-Free Rate Adjustments
DamodaranLong
Use country-risk-adjusted RFR for emerging market valuations
Source: damodaran.com
Roth Conversion Ladder
BehavioralLong
Convert traditional IRA to Roth in low-tax years; future tax-free withdrawals
Source: investopedia.com
Sanborn Map Activist
Buffett EarlyLong
Buffett's classic cigar butt with hidden investment portfolio (real example)
Source: kenthospitals.com
Small Dogs of the Dow
IncomeLong
5 lowest-priced Dogs subset; higher torque variant
Source: investopedia.com
Spinoff Investing
GreenblattLong
Index funds dump spinoffs forced; under-followed = mispriced opportunity
Source: scribd.com
Story to Numbers Valuation
DamodaranLong
Damodaran's narrative-driven DCF; tie story to assumptions
Source: damodaran.com
Target Date Fund Lifecycle
Long-TermLong
Glide path equity → bonds as retirement nears; default 401k allocation
Source: vanguard.com
Tax-Loss Harvesting
BehavioralLong
Sell losers + replace with similar; capture tax loss without market exit
Source: investopedia.com
Three-Fund Portfolio Bogle
Long-TermLong
Total US stock + International + Total bond; Boglehead simplicity
Source: bogleheads.org
Threshold Rebalancing 5%
BehavioralLong
Rebalance only when allocation drifts >5%; reduces unnecessary trading
Source: vanguard.com
Tobacco Sin Stocks
SpecialtyLong
Sin stocks underperform ESG screens; persistent value premium
Source: investopedia.com
VTSAX & Chill
FIRELong
Single total market index fund + DCA + ignore market; r/financialindependence
Source: bogleheads.org
Value Averaging
Long-TermLong
Adjust contributions so portfolio grows fixed $; counter-cyclical
Source: investopedia.com
Walter Schloss Cigar Butt
GrahamLong
Walter Schloss applied Graham strictly: 100+ deep value names diversified
Source: acquirersmultiple.com
Watered Down Buffett
SpierLong
Guy Spier: Buffett-style applied with patience and lower quality bar
Source: acquirersmultiple.com
Wonderful Business Fair Price
Buffett ModernLong
Munger-influenced: high-quality businesses with moats at fair price (not necessarily cheap)
Source: acquirersmultiple.com
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.