Ryan Telford
Contributor since: 2016
Articles
How To Differentiate 'Highly Valued' From 'Overvalued' Stocks To Beat The Market - Part 2
The 'Value' Strikes Back - Value Strategies' Performance Through COVID
The Rule Of 40 For SaaS Companies, Part 6 - Moving Past The Rule Of 40 With The 'SaaS Scorecard' To Beat R40 Stocks
The Rule Of 40 For SaaS Companies - 'R40 Scorecard' Performance, Dec '20/Jan '21 - High Scoring Stocks Continue To Outperform
How To Differentiate 'Highly Valued' From 'Overvalued' Stocks To Beat The Market - Part 1
2020 Portfolio In Review: 49.2% Return, Strategy Overview And Lessons Learnt
The Rule Of 40 For SaaS Companies, Part 5 - Introducing The 'R40 Scorecard' To Beat The Rule Of 40
Rule Of 40 For SaaS Companies - Part IV - 3 Ways To Beat The Rule Of 40
Rule Of 40 For SaaS Companies - Part 3, Valuation
The Rule Of 40 For SaaS Companies - They Can't All Be 'Healthy' - Part 2
The Rule Of 40 For SaaS Companies - Investing Strategy, Returns And Alpha - Part 1
Quantitative Crisis Investing - Part 2, Crisis Case Studies 1974-1986
+105% In 13 Weeks - The 'Crisis Composite' Strategy Still Crushing The Market
Value, Growth, Large And Small Caps That Will Come Out Ahead Post-Crisis
EBITDA = 'BS Earnings' - Magic Formula Underperformance, Part II
Magic Formula Underperformance - Cracking The Code, Part I
+59% In 6 Weeks - The 'Crisis Composite' Strategy (Small Cap Value) Crushes The Market
Quantitative Crisis Investing - Part 1 - The Crisis Composite Ranking System
2017 Cigar Butts More Soggy Than Smoke - Low EV/EBIT Large And Midcap YTD Update
Cigar Butt Portfolio Up More Than 15% YTD - Low EV/EBIT Large Cap Update
Greenblatt's Magic Wand Must Be Broken This Year -- Magic Formula Large And Midcap Update 2017 YTD
More Wizardry For 2017 -- Magic Formula Large Cap Strategy Update, 2017 YTD
Value Blend Staying Above Water In 2017, But Trailing The Benchmark - Large And Midcap 2017 YTD Update
Thank Goodness For Large Caps - Value Blend Large Cap YTD Update
Using Multiple Value Metrics Simultaneously To Beat The Market Over Time - Introducing The Value Blend Strategy
Cigar Butts With Little Puffs - Low EV/EBIT Large Cap Strategy, Q1 Update
The Market Crushing Strategy Of 2016 Takes A Break - Time To Invest, Or Watch From The Sidelines?
Greenblatt's Magic Touch Falls Short? Magic Formula Large And Mid Cap Q1 Update
Greenblatt Sprinkles Alpha From His Magic Wand - Magic Formula Large Cap Q1 Update
The Age Old Investment Question: Stocks Or Real Estate? - Part IV, Rental Income Revisited And Stock Market Returns
The Age Old Investment Question: Stocks Or Real Estate? - Part III, Returns From Leveraged, Multi-Property Capital Appreciation
The Age Old Investment Question: Stocks Or Real Estate? - Part II, Returns From Single Property Capital Appreciation