Margin of Safety Equity Research

finding quality companies that are priced at a discount to their intrinsic value. We report our analysis in our monthly model portfolio, the Margin of Safety Portfolio. For most of us, obtaining above-average long-term investment returns in the stock market is the best way to build wealth. Our goal is empower the individual value-oriented investor to manage their portfolio and achieve long-term investment objectives by providing high quality analytical tools and analysis. Every month, the Margin of Safety Equity Research team screens the investment universe to identify undervalued “wide moat” stocks with long-term appreciation potential. These stocks must fit the following criteria:  They are strong businesses; as defined by high long-term cash generation, above-average return on invested capital, possession of favorable underlying economics and a durable competitive advantage, good financial health, above-average profit margins and a solid management team.  They are available at bargain prices We are Warren Buffett disciples and have a disciplined investment philosophy. Every stock in the Margin of Safety Portfolio has passed our interpretation of the Buffett/Munger “four filters” and are great acquisitions at the proper price. Each month, we identify, analyze, assign valuation, and report our investment theses and analytical models in the Margin of Safety Portfolio, which is delivered to Margin of Safety Equity Research premium members. Our user-friendly analytical models, designed for each company that we cover in a proprietary Excel spreadsheet, capture key financial metrics, include multiple valuation models, and provide target price calculations for each stock in the portfolio. This functionality will save you time and empowers you to track and assess key valuation parameters under different suggested and user-defined input assumptions (e.g. growth and WACC in the three-stage DCF model). For platinum members, we also offer the Securities Analysis SystemTM Valuation Software, a proprietary software package that provides a detailed financial analysis for thousands of stocks at the click of a button. The Securities Analysis SystemTM Valuation Software can also be purchased from our store. You can try our software risk-free as we offer a full refund for customers who are not satisfied with their purchase and cancel registration within 30-days of their purchase. For more information on the Securities Analysis SystemTM, go to http://www.marginofsafetyportfolio.com/sas/