Quality Value Investing
By David J. Waldron, contributing editor, investor, author, and former expert advisor to Wall Street hedge funds, mutual funds, private equity, and investment banks.
In its quest to achieve alpha through fundamental valuation, Quality Value Investing (QVI) employs a proprietary checklist-driven analysis to identify the winning stocks of enduring enterprises.
QVI’s mission inspires subscribers to build portfolios of shares in quality companies purchased at value prices to fund life’s essential milestones, such as buying a home, paying college tuition, sponsoring a wedding, pursuing a passion, starting a business, or enjoying a comfortable retirement.
Investment newsletters should cost no more than a subscription to a streaming channel. Thus, Quality Value Investing’s premium subscribers benefit from high-conviction, low-cost annual or lifetime plans, including a 7-day free trial.
Subscriber Bonuses
Subscribers choosing the Founding Premium+ plan are eligible for a complimentary personalized case laminated hardcover edition of David’s international-selling book, Build Wealth with Common Stocks.
Investing advice is fairly commonplace, but here the author shares his own unique investment wisdom that readers will not find elsewhere.
—Critic's Report, The BookLife Prize (Publishers Weekly)
As a second bonus for their upfront generosity, Founding Premium+ subscribers receive a permanent complimentary subscription to Quality Value Investing on Substack Finance for the life of the service after their first year (no need to renew).
Sample Unlocked, Full-Text Popular QVI Premium Posts
The posts below represent the newsletter’s three subject matter categories, making them excellent trial options for free subscribers and new readers contemplating an upgrade to a premium or founding lifetime subscription to Quality Value Investing.
Why Pay for a Subscription?
Paying subscribers (Founding Lifetime and Annual Premium) benefit from full-text access to the research reports, real-time stock picks, multi-ticker industry comps from QVI’s high-quality watchlist, and educational newsletter posts.
Premium subscribers can access audio voiceovers of each new post and recently published archives.
However, please note that a free subscription to QVI is limited to previews without access to the alpha-achieving stock picks and ratings. QVI is a full premium newsletter and not a freemium model.
Why Quality Value Investing?
Hello, I’m David J. Waldron, the founder and contributing editor of Quality Value Investing. My work has been featured on Seeking Alpha, TalkMarkets, ValueWalk, MSN Money, Yahoo Finance, QAV (Australia’s #1 Value Investing Podcast), Money Life with Chuck Jaffe, The Acquirer’s Multiple, Capital Employed, Amazon.com, Barnes & Noble, Apple Books, the BookLife Prize, and Publisher’s Weekly.
The motivation that drives my writing and publishing of the QVI newsletter content comes from this Pulitzer Prize-winning writer’s quote:
Don't try to figure out what other people want to hear from you; figure out what you have to say. It's the one and only thing you have to offer.
—Barbara Kingsolver, American novelist, essayist and poet
For some background, around 2008, I transitioned to bottom-up, quality-driven value investing after struggling as a top-down growth investor for several years.
By modeling the guiding principles of legendary investors Warren Buffett, Benjamin Graham, Peter Lynch, Howard Marks, and Charlie Munger, I began to pick stocks based on their influential collective wisdom, which became the foundation of Quality-Value Investing.
Since my investor reinvention 17 years ago, our family’s concentrated portfolio of predominantly dividend-paying common shares of quality enterprises has outperformed the S&P 500 based on an equal-weighted average total return per holding during the same periods. I was fortunate to discover firsthand how quality-driven value investing prevails through all market cycles.
With a subscription to Quality Value Investing, you can invest alongside me in our mutual quest for stock-picking alpha by using a rational, disciplined, and patient approach to quality-driven value investing.
Build and Maintain Your Portfolio with QVI
My checklist-driven approach to stock picking generates an actionable investment thesis that summarizes why I rate the company and its stock as a buy, hold, or sell.
My easy-to-understand research reports examine the company’s current wealth, including its value proposition, returns on management, and enterprise downside risks, as well as its stock’s present value, comprising shareholder yields, valuation multiples, and share price downside risks. The investment thesis summarizes each metric.
And you won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.
Why Not Join Quality Value Investing Right Now?
Be part of a community of subscribers who share like-minded investing interests. Start your 7-day free trial to an annual or lifetime premium subscription to Quality Value Investing and join me in picking the winning stocks of enduring enterprises.
Email me anytime for unanswered questions about a Quality Value Investing subscription. I would be happy to connect.
To learn more about the company that provides the platform for the QVI newsletter, visit Substack.com.
Disclosure: David Waldron’s Quality Value Investing newsletter posts, research reports, and real-time stock picks are for informational purposes only. Data accuracy cannot be guaranteed. Narrative and analytics are impersonal, not tailored to individual needs, and are not intended for portfolio construction beyond the QVI Real-Time Stock Picks, which are presented solely for educational purposes. David is a private investor and author, not an investment adviser. Subscribers should conduct their own independent research or due diligence and, as appropriate, consider consulting a fee-only certified financial planner, a licensed discount broker/dealer, a flat-fee registered investment adviser, a certified public accountant, or a specialized attorney before making any investment, income tax, or estate planning decisions.
