9min chapter

The Security Analysis Podcast cover image

A Different Kind of Magic Formula (Solo Episode)

The Security Analysis Podcast

CHAPTER

Rethinking the Magic Formula: The BSG Approach

This chapter critiques the magic formula investing strategy through real-world examples and introduces the BSG stock list, which emphasizes identifying undervalued companies at cyclical lows. By analyzing a selected group of companies, it explores the principles of mean reversion and the importance of diversification in investment portfolios.

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