A Quick Screening of the Current Magic Formula Stocks

I liked this style of video. 🍻

I agree with your approach; avoiding sin stocks and those with a dark future. Keep up the good work!

Some interesting ideas

Love it, would first check what the company is doing not the warning (which usually is momentum)

Btw why pass on medifast actually ?

Very helpful!

Great video. Would like to see a full video on Mastercraft.

Another fantastic vid. I also love doing stock research while drinking a Guinness :)

Good observation on the asset light / low moat trend in magic formula stocks. Granted pharma companies might be an exception given that their intellectual assets might give them a decent moat for a while (while they have patents).

Very useful! I like the way you comb through such stocks and see what fits your circle of competence and especially what metrics to look at. Thank You!

AMC Networks seems interesting based on how low a multiple it is trading at compared to future EPS projections. The Buckle looks attractive based off it's consistent FCF generation and reasonable multiple of earnings. I always love looking at the Magic Formula stocks and seeing if there are some lesser known companies worth diving into deeper - great video!

Wish you go to detail with HSII, medifast and mastercraft. they seem intriguing

Sadly the Magic Formula has underperformed since 2014. Just like all the other systems like Dogs of the Dow etc it stops working eventually. What happens is that word gets out and everyone jumps on it, so it's self defeating.

Nice video! I’m excited to share my next Magic Formula update in a few weeks. Started logging my Magic Fomula portfolio journey back in November 2021. Planning to get at least 10 years of data.

Thanks for sharing your process

Which of these if any are you most interested in and would you like to see more videos like this?