Shailesh Kumar
@astuteinvestor.substack.com
Value investing in small caps with intelligent portfolio optimization. MBA, University of Michigan.
Writes at astuteinvestorscalculus.com. Co-owner arbortradingpost.com.
Writes at astuteinvestorscalculus.com. Co-owner arbortradingpost.com.
Pinned
Tegna Stock Analysis: Intrinsic Value, Profit Potential & Buy Decision
Comprehensive Tegna stock analysis (TGNA) with intrinsic value calculations and profit expectations. Discover if this stock is a smart buy for your portfolio today!
astuteinvestorscalculus.com
Tegna Stock Analysis: Intrinsic Value & Profit Potential – Oct 2024 astuteinvestorscalculus.com/product/tegn...
12.7% Portfolio Return YTD - Dividend Fortress
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12.7% Portfolio Return YTD - Dividend Fortress
October updatee
open.substack.com
November 4, 2025 at 6:28 PM
12.7% Portfolio Return YTD - Dividend Fortress
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The William Bernstein 5/25 Rule: The Simple Rebalancing System That Protects You from Yourself astuteinvestorscalculus.com/the-william-...
William Bernstein 5/25 Rule Rebalancing: The Simple Strategy That Keeps Your Portfolio On Track
Discover William Bernstein’s 5/25 Rule for rebalancing: a practical system that protects investors from emotional mistakes. Learn how this simple rule aligns with the Kelly Criterion and Shannon’s Demon to improve long-term portfolio performance.
astuteinvestorscalculus.com
November 2, 2025 at 6:42 PM
The William Bernstein 5/25 Rule: The Simple Rebalancing System That Protects You from Yourself astuteinvestorscalculus.com/the-william-...
Do Not Fear Volatility, Trust the Process astuteinvestorscalculus.com/do-not-fear-...
Do Not Fear Volatility, Trust The Process - Astute Investor's Calculus
I was asked recently if we should move to cash to protect from the volatility. Perhaps you have wondered this too.
astuteinvestorscalculus.com
October 21, 2025 at 2:56 AM
Do Not Fear Volatility, Trust the Process astuteinvestorscalculus.com/do-not-fear-...
5 Large Cap Stocks for GARP Investors – Oct 2025 astuteinvestorscalculus.com/5-large-cap-...
5 Large Cap Stocks For GARP Investors - Oct 2025 - Astute Investor's Calculus
Growth is all the rage today and the markets are quite frothy. Never mind the extraordinary risk presented to us due to the government economic data blackout
astuteinvestorscalculus.com
October 20, 2025 at 7:02 PM
5 Large Cap Stocks for GARP Investors – Oct 2025 astuteinvestorscalculus.com/5-large-cap-...
Martingale vs Anti-Martingale Strategies: The Real Math Behind Risk, Reward, and the Value Investor’s Edge astuteinvestorscalculus.com/martingale-v...
Martingale Vs Anti-Martingale Strategies: How The Kelly Criterion Shapes Smarter Value Investing
Discover how Martingale and Anti-Martingale strategies reveal the hidden math behind risk and compounding. Learn how the Kelly Criterion refines position sizing and why disciplined value investors use it to balance risk, reward, and long-term wealth creation.
astuteinvestorscalculus.com
October 8, 2025 at 3:58 PM
Martingale vs Anti-Martingale Strategies: The Real Math Behind Risk, Reward, and the Value Investor’s Edge astuteinvestorscalculus.com/martingale-v...
🏰 DKS - Dick's Sporting Goods, A Dividend Achiever with 11 Years of Continuous Dividend Growth
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🏰 DKS - Dick's Sporting Goods, A Dividend Achiever with 11 Years of Continuous Dividend Growth
📬 Part of the Dividend Fortress Research Series. Identifying long-term dividend compounders you can rely on.
open.substack.com
October 3, 2025 at 9:40 PM
🏰 DKS - Dick's Sporting Goods, A Dividend Achiever with 11 Years of Continuous Dividend Growth
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Q3 2025 AIC Portfolio Performance Update
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Q3 2025 AIC Portfolio Performance Update
29% YTD AIC Small Cap Value Portfolio Vs 14.7% S&P 500
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October 1, 2025 at 5:30 PM
Q3 2025 AIC Portfolio Performance Update
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6 Small Cap Stocks with Deep Margin of Safety astuteinvestorscalculus.com/6-small-cap-...
6 Small Cap Stocks With Deep Margin Of Safety - Astute Investor's Calculus
Margin of Safety is a core concept in value investing. This essentially tells you how much the stock price is discounted from the intrinsic (or fair) value.
astuteinvestorscalculus.com
September 19, 2025 at 9:29 PM
6 Small Cap Stocks with Deep Margin of Safety astuteinvestorscalculus.com/6-small-cap-...
15 Large Cap Dividend Growth Stocks to Consider (September 2025)
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15 Large Cap Dividend Growth Stocks to Consider (September 2025)
Dividend yields ranging from 1.5% - 3.6%, 5 Year dividend growth rate averaging 17%
open.substack.com
September 18, 2025 at 11:44 PM
15 Large Cap Dividend Growth Stocks to Consider (September 2025)
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30 Proven Stock Screens to Spot Ultra-Profitable Value Stocks - Part 2
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30 Proven Stock Screens to Spot Ultra-Profitable Value Stocks - Part 2
All the details you need to run your own value screens and find profitable stocks before others do
open.substack.com
September 14, 2025 at 5:09 PM
30 Proven Stock Screens to Spot Ultra-Profitable Value Stocks - Part 2
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Incredible Value, Strong Economics, But I Wouldn't Buy this Stock
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Incredible Value, Strong Economics, But I Wouldn't Buy this Stock
Tariffs are improving economics of domestic production of UAN while destroying fertilizer demand
open.substack.com
September 10, 2025 at 12:06 AM
Incredible Value, Strong Economics, But I Wouldn't Buy this Stock
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Goldman Sachs Taking 3.5% Stake in T Rowe Price
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Goldman Sachs Taking 3.5% Stake in T Rowe Price
$1 B of $TROW stock will be purchased in the open market
open.substack.com
September 4, 2025 at 5:10 PM
Goldman Sachs Taking 3.5% Stake in T Rowe Price
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High Yield, High Risk? The Real Story on UPS
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High Yield, High Risk? The Real Story on UPS
A deep dive into the valuation and dividend growth and sustainability
open.substack.com
September 2, 2025 at 4:17 PM
High Yield, High Risk? The Real Story on UPS
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A portfolio built to survive beats a portfolio built to impress.
Defense first. Offense second.
That’s how wealth lasts generations.
#InvestingStrategy #FinancialFreedom
Defense first. Offense second.
That’s how wealth lasts generations.
#InvestingStrategy #FinancialFreedom
August 21, 2025 at 5:04 AM
A portfolio built to survive beats a portfolio built to impress.
Defense first. Offense second.
That’s how wealth lasts generations.
#InvestingStrategy #FinancialFreedom
Defense first. Offense second.
That’s how wealth lasts generations.
#InvestingStrategy #FinancialFreedom
How Not to Go Broke?
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How Not to Go Broke?
A tale of two strategies
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August 19, 2025 at 9:51 PM
How Not to Go Broke?
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13 Large Cap Stocks for Graham Enterprising Investors (Including Some Buffett Likes) – Aug 2025 astuteinvestorscalculus.com/13-large-cap...
13 Large Cap Stocks For Graham Enterprising Investors (Including Some Buffett Likes) - Aug 2025 - Astute Investor's Calculus
Turns out that Ted and Todd at Berkshire Hathaway are enterprising investors in the Graham mold.
astuteinvestorscalculus.com
August 17, 2025 at 5:32 AM
13 Large Cap Stocks for Graham Enterprising Investors (Including Some Buffett Likes) – Aug 2025 astuteinvestorscalculus.com/13-large-cap...
Interim Portfolio Update - Aug 12, 2025
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Interim Portfolio Update - Aug 12, 2025
3 out of 4 portfolios ahead of the market.
open.substack.com
August 13, 2025 at 8:51 PM
Interim Portfolio Update - Aug 12, 2025
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3 Mid Cap Stocks Growing their Dividends from 10.6% to 36.9%/Year for Last 5 Years - August 2025
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3 Mid Cap Stocks Growing their Dividends from 10.6% to 36.9%/Year for Last 5 Years - August 2025
These stocks may also be great values
open.substack.com
August 5, 2025 at 7:09 PM
3 Mid Cap Stocks Growing their Dividends from 10.6% to 36.9%/Year for Last 5 Years - August 2025
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3x Market Returns (YTD) in the Flagship Small Cap Value Portfolio
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3x Market Returns (YTD) in the Flagship Small Cap Value Portfolio
Other portfolios performing well
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August 3, 2025 at 8:02 PM
3x Market Returns (YTD) in the Flagship Small Cap Value Portfolio
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$HDSN Stock Review is Now Free to All Readers
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$HDSN Stock Review is Now Free to All Readers
65% gain in 1 year, another 53% gain expected.
open.substack.com
August 3, 2025 at 5:31 PM
$HDSN Stock Review is Now Free to All Readers
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Why Every Value Investor Should Consider Dividend Growth Investing?
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Why Every Value Investor Should Consider Dividend Growth Investing?
A solid growing base helps you stay disciplined where it is required
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July 31, 2025 at 5:59 PM
Why Every Value Investor Should Consider Dividend Growth Investing?
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Portfolio Performance Update - July 25, 2025
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Portfolio Performance Update - July 25, 2025
3 out of 4 portfolios comfortably beating the S&P 500
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July 28, 2025 at 2:55 PM
Portfolio Performance Update - July 25, 2025
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🏰 PEP — PepsiCo, Inc. A 53-Year Dividend Growth Streak, Attractively Priced
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🏰 PEP — PepsiCo, Inc. A 53-Year Dividend Growth Streak, Attractively Priced
📬 Part of the Dividend Fortress Research Series — identifying long-term dividend compounders you can rely on.
open.substack.com
July 23, 2025 at 4:31 AM
🏰 PEP — PepsiCo, Inc. A 53-Year Dividend Growth Streak, Attractively Priced
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Large Cap Dividend + Value Screen, Jul 2025
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Large Cap Dividend + Value Screen, Jul 2025
These large cap stocks have great dividends, sustainable dividend growth potential, and are trading at cheap valuations
open.substack.com
July 11, 2025 at 11:46 PM
Large Cap Dividend + Value Screen, Jul 2025
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Dividend income isn’t enough. Valuation matters.
Most dividend investors overpay.
Most value investors ignore income.
I don’t.
At Dividend Fortress, I combine dividend growth with a deep value tilt.
🔗 Subscribe here before the next issue drops.
dividendfortress.substack.com?r=1xowak&utm...
Most dividend investors overpay.
Most value investors ignore income.
I don’t.
At Dividend Fortress, I combine dividend growth with a deep value tilt.
🔗 Subscribe here before the next issue drops.
dividendfortress.substack.com?r=1xowak&utm...
Dividend Fortress | Shailesh Kumar, MBA | Substack
Durable Dividends. Steady Growth. No Guesswork. Click to read Dividend Fortress, by Shailesh Kumar, MBA, a Substack publication. Launched 6 days ago.
dividendfortress.substack.com
July 11, 2025 at 6:12 PM
Dividend income isn’t enough. Valuation matters.
Most dividend investors overpay.
Most value investors ignore income.
I don’t.
At Dividend Fortress, I combine dividend growth with a deep value tilt.
🔗 Subscribe here before the next issue drops.
dividendfortress.substack.com?r=1xowak&utm...
Most dividend investors overpay.
Most value investors ignore income.
I don’t.
At Dividend Fortress, I combine dividend growth with a deep value tilt.
🔗 Subscribe here before the next issue drops.
dividendfortress.substack.com?r=1xowak&utm...