This week, I'm revisiting two pieces of content that capture different facets of thoughtful investing. The first is a rapid-fire analysis of three companies you've been requesting—AMD, Moody's, and Yum! Brands. The second is a journey back through my archive to Joel Greenblatt's deceptively simple Magic Formula.

One explores specific businesses through a systematic lens; the other examines a quantitative approach that has quietly outperformed for decades. Both share a common thread: the conviction that patient, disciplined analysis beats speculation every time.

When you asked for these three companies, I knew they'd make for fascinating contrasts. AMD represents the semiconductor revolution, Moody's the quiet power of financial information, and Yum! Brands the resilience of global franchising.

In this video, I put each through our 7-step analysis process—examining financial health, growth trajectories, dividend sustainability, and valuation. The goal isn't to tell you what to buy, but to demonstrate how systematic analysis reveals which businesses deserve deeper research and which are better left alone.

Past performance can be seductive, but what matters is whether the underlying business remains compelling at today's prices. Sometimes the answer surprises you.

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Joel Greenblatt's Magic Formula sounds too good to be true—a simple quantitative approach that has historically beaten the S&P 500. Yet there's profound wisdom in its simplicity.

This video from my archive explores what makes a company "good" and what makes it "cheap," then shows how Greenblatt's formula combines these insights into a systematic strategy.

I walk through the five key takeaways, including the invaluable Mr. Market metaphor that has guided investors since Benjamin Graham. The beauty of this approach isn't just its historical returns, but how it removes emotion from investing decisions. Three years later, the principles remain timeless.

If you're ready to go deeper, I've built tools and courses for serious students: my Analysis Library, Intrinsic Value Calculators, and the Stock Investing Academy. These aren't get-rich-quick shortcuts—they're the infrastructure for patient, intelligent investing.

These are the tools I actually use in my own research and investing. Each link includes a special discount for readers.

For more stock breakdowns, portfolio reviews, and investing strategies:

Until next week,

Bald Investor