Value & Deep Value

Magic Formula

Rank every stock by how cheap it is (earnings yield) and how good the business is (return on capital), combine the two ranks, and mechanically own the best ~20–30 for a year.

Difficulty
Beginner–Intermediate
Horizon
~1 year per holding; judge over 3+ years
Origin
Joel Greenblatt — *The Little Book That Still Beats the Market* (2005)

The thesis — why it works

Greenblatt compressed Buffett-style investing into two numbers: buy above-average businesses at below-average prices.

Rank the entire market on each metric separately, add the two rank numbers, and buy the names with the best combined rank. It is mechanical, unemotional, and diversified. In the book's backtests it beat the market handsomely over the long run — the catch is that it underperforms often enough, and for long enough, that most people quit. That discomfort is the edge.

The rest of this strategy is for members

The screen, the step-by-step procedure, the risk rules and the common mistakes.

Membership opens soon.


Educational only — not investment advice. Run the screen and decide for yourself.

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