QVI Free Subscriber Onboarding
Welcome to Quality Value Investing
Summary:
What to expect (and not expect) from a free Quality Value Investing (QVI) subscription.
Frequently asked questions (FAQs) from new subscribers.
QVI’s mission, investment objective, and influential wisdom.
Free subscriber access is limited to previews of posts and occasional full-text releases for a limited time to encourage upgrades to the premium options.
Note: Paying subscribers receive premium content, resources, and benefits, including full-text posts, course modules, real-time portfolios, chat, comments, and archives, available 24/7.
Welcome to Quality Value Investing on Substack. Your subscription is appreciated and cherished. I am forever grateful for your confidence in my community-oriented, subscribers-driven, wealth-building investment forum.
Readers should expect content that is long (positive) on self-paced financial education, mutual respect, and a shared passion for buy-and-hold investment excellence, while short (negative) on know-it-all gurus, disregard for others’ counter opinions, and get-rich-quick trading schemes.
Frequently Asked Questions (FAQs)
Q.) What is the philosophy behind Quality Value Investing?
Quality Value Investing is a subscriber-centered forum of like-minded investors seeking value-oriented principles, strategies, and practices to help build or preserve wealth through all market cycles. The platform prescribes a proven set of core value propositions defined by its mission, objective, and wisdom.
Mission
The mission of Quality Value Investing is to facilitate a community of thoughtful, disciplined, and patient everyday investors passionate about learning, practicing, and sharing the art and science of building profitable equity portfolios that fund life’s essential milestones.
Objective
Buy and hold U.S. exchange-traded, predominantly dividend-paying, well-managed, financially sound businesses that produce easy-to-understand products or services, have enduring competitive advantages from economic moats, enjoy steady free cash flow, and trade at a discount to the perceived intrinsic value at the time of purchase. Then, of utmost importance and perhaps the biggest challenge, practice patience in waiting for the investment thesis to play out as projected over a long-term horizon.
Wisdom
Profit from the magic of compounding:
The ideal business is one that earns very high returns on capital, and that keeps using lots of capital at those high returns. That becomes a compounding machine.
—Warren Buffett, Chairman of Berkshire Hathaway ($BRK.B)
Protected by a wide margin of safety:
Confronted with a challenge to distill the secret of sound investment into three words, we venture the following motto, 'Margin of Safety.'
—Benjamin Graham, Author of The Intelligent Investor
Keep investing super simple:
Never invest in any idea you can't illustrate with a crayon.
—Peter Lynch, Co-author of Beating the Street
Invest in current wealth and present value
The choice isn't really between value and growth but between value today and value tomorrow. Growth investing represents a bet on company performance that may or may not materialize in the future, while value investing is based primarily on the analysis of a company's current wealth.
—Howard Marks, Author of The Most Important Thing
Q.) What are the offerings of Quality Value Investing to free subscribers?
Free subscribers are limited to previews of posts and occasional full-text releases to encourage upgrades to the high-conviction, low-cost premium options.
Q.) What type of investor benefits from a continuous subscription to Quality Value Investing?
Although the pursuit of excellence from the long-term, buy-and-hold value investing paradigm is a broad scope where all levels of investors can benefit, Quality Value Investing best serves the following pre-retirement retail investor profile:
An everyday investor with a keen interest in the value investing model of buying shares of excellent businesses when trading at reasonable prices. The investor wants to open or maintain existing personal brokerage or tax-deferred accounts and seeks inspiration in structuring and managing their portfolio.
A Few Rules of the Road
All subscribers benefit and prosper by enthusiastically adhering to three simple rules of the QVI experience.
To create value for subscribers and their investment portfolios, Quality Value Investing will not endorse any short-term trading schemes for hopeful (although improbable) quick financial gains utilizing controversial vehicles such as options, futures, event arbitrage, currencies—whether crypto or sovereign—commodities, trend following, short-selling, technical analysis, deep-dive analysis paralysis, swing trading, momentum growth, forward high-yield dividends, specific price targets, trading algorithms, margin accounts, deep value cigar butts, over-the-counter equities, microcaps, or any trading schemes deployed in the hopes of acquiring fast money.
Forbidden from the platform is investment advice personalized to a member’s financial situation. The founder and contributing editor, David J. Waldron, is not an investment advisor and must maintain an impersonal narrative per securities laws and regulations. Subscribers should avoid providing investment advice to other members and limit conversations to sharing their ideas and experiences.
Out of respect and dignity for all members, there will be zero tolerance for trolling, harassment, or uncivilized conversation within the forum.
Welcome to Quality Value Investing
Thank you for joining and reading. I sincerely and enthusiastically look forward to sharing and partnering with you and your fellow subscribers as we seek investment nirvana from the magic of compounding protected by a wide margin of safety.
Please enjoy the experience.
Copyright 2023 by David J. Waldron. All rights reserved worldwide.
Disclosure: I/we have a beneficial long position in the shares of BRK.B.
I wrote this post myself, and it expresses my own opinions. I am not receiving compensation for it other than from Substack paid subscriptions. I have no business relationship with any company whose stock is mentioned in this article.
Additional disclosure: Quality Value Investing (QVI) is for informational purposes only. The accuracy of the data cannot be guaranteed. Narrative and analytics are impersonal, i.e., not tailored to individual needs nor intended for portfolio construction beyond the model portfolios, presented solely for educational purposes. David J. Waldron is an individual investor and author, not an investment adviser. Subscribers should always engage in their research or due diligence and consider (as appropriate) consulting a fee-only certified financial planner, licensed discount broker/dealer, flat fee registered investment adviser, certified public accountant, or specialized attorney before making any investment, income tax, or estate planning decisions.