NameWalter J. Schloss (+ Altman Z-Score)
CreatorTom
Performance9.10
Current Holdings686

Summary

Walter J. Schloss (August 28, 1916 – February 19, 2012) was an American investor, fund manager, and philanthropist. He was a well-regarded value investor, as well as a notable disciple of the Benjamin Graham school of investing.

Key Words

Price Tangible Book Value Revenue Operating Expenses Interest Expense Working Capital Assets Retained Earnings Equity Liabilities Sales Market Cap

Rules

( Price / TangibleBookValue ) < 1;
( Revenue - OperatingExpenses / InterestExpense ) > 10;
1.2 * ( WorkingCapital / Assets ) + 1.4 * ( RetainedEarnings / Assets ) + 3.3 * ( Revenue - OperatingExpenses / Assets) + 0.6 * ( Equity / Liabilities ) + 1 * ( Sales / Assets) > 3;
MarketCap > 50M;
Price > 1;
Price < 10;

Copy Screen Create Alert
Buy Date Exchange Symbol Company Tangible Book Value Revenue Operating Expenses Interest Expense Working Capital Assets Retained Earnings Equity Liabilities Sales Market Cap Buy Price Current Price % Change
2018‑09‑21 NASDAQ NXEOW Nexeo Solutions 125.30 3,636.90 n/a 51.10 563.10 2,278.70 49.20 825.90 1,452.80 3,636.90 71.79 1.05 1.05 0.00
2018‑09‑21 NYSE VNTR Venator Materials 1,307.00 2,209.00 280.00 100.00 781.00 2,961.00 341.00 1,325.00 1,627.00 2,209.00 1,066.14 9.88 9.88 0.00
2018‑09‑19 OTC AKDS Arkados Group -9.54 12.06 8.90 4.02 -9.59 15.67 -61.98 4.42 11.25 12.06 258.16 1.35 1.35 0.00
2018‑09‑14 NASDAQ VTNR Vertex Energy 27.39 145.50 n/a 3.48 6.69 86.95 -41.83 27.39 34.95 145.50 50.09 1.56 1.76 12.82
2018‑09‑14 NASDAQ ALT Altimmune -2.54 10.74 62.78 0.16 4.80 52.10 -90.00 35.81 15.78 10.74 633.50 5.45 26.19 380.55
2018‑09‑12 NYSE MPO Midstates Petroleum 491.99 228.75 308.25 5.59 -27.19 602.59 -72.69 491.99 110.59 228.75 228.32 9.78 9.00 -7.98
2018‑09‑07 NASDAQ NYNY Empire Resorts 169.24 65.85 95.77 19.27 -63.99 781.72 -359.36 217.61 564.10 65.85 648.16 9.90 9.30 -6.06
2018‑09‑06 NYSE SNAP Snapchat 1,948.59 824.95 n/a 3.46 1,589.51 2,950.71 -5,395.76 2,584.07 366.64 824.95 12,365.01 9.80 9.14 -6.73
2018‑08‑31 NASDAQ KIRK Kirkland's 130.06 634.12 198.18 0.28 66.94 277.54 -38.14 130.06 147.48 634.12 145.45 9.09 9.36 2.97
2018‑08‑31 AMEX IGC India Globalization Capital 7.44 2.19 n/a 0.03 0.46 11.52 -54.31 7.58 3.94 2.19 52.46 1.65 2.90 75.76

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