Quality Value Investing

Quality Value Investing

QVI Research Report Format Guide

Quality Value Investing: Generating verfiable alpha since 2008 by investing in a company's current wealth and its stock's present value

David J. Waldron's avatar
David J. Waldron
Apr 18, 2024
∙ Paid
Master a checklist strategy that has generated verifiable stock market alpha since 2008

Quality Value Investing (QVI) provides primary buy-side research in an easy-to-read, understandable report format.

The metrics emphasize the company's current wealth and the share price's present value, focusing on facts rather than unreliable predictive analysis and excessive business modeling.

Use this report format and Glossary of Investing Terms and Metric Targets as guides when reading QVI's primary ticker research reports, multi-ticker industry comps, and stock picks by sector reviews.

Contributing Editor's Note: This updated format template for Quality Value Investing's primary ticker research reports, including sector reviews, provides a guide rather than repeating each section for brevity.

Glossary of Investing Terms and Metric Targets

Glossary of Investing Terms and Metric Targets

David J. Waldron
·
January 7, 2023
Read full story

The 64 current and former components in the QVI Stock Picks have generated alpha since 2008 by focusing research and analysis solely on a company's current wealth and the present value of its shares. In other words, just the facts without unreliable predictive analysis, typical of the buy side or the business modeling overkill of the sell side Wall Street analysts.

User's avatar

Continue reading this post for free, courtesy of David J. Waldron.

Or purchase a paid subscription.
© 2026 David J. Waldron · Publisher Privacy ∙ Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture