David J Waldron
@davidjwaldron.substack.com
Contributing editor and author of the Substack newsletter and upcoming book, *Quality Value Investing.* Learn more at: davidjwaldron.substack.com
On a mission to cut through the noise and deliver actionable insights for your investment portfolio.
Quality Value Investing
Master a proprietary checklist strategy that has achieved stock market alpha since 2008.
open.substack.com/pub/davidjwa...
Quality Value Investing
Master a proprietary checklist strategy that has achieved stock market alpha since 2008.
open.substack.com/pub/davidjwa...
Quality Value Investing | David J. Waldron | Substack
Subscribe to master a proven checklist strategy that has achieved stock market alpha since 2008. Click to read Quality Value Investing, by David J. Waldron, a Substack publication with hundreds of sub...
open.substack.com
November 17, 2025 at 5:57 AM
On a mission to cut through the noise and deliver actionable insights for your investment portfolio.
Quality Value Investing
Master a proprietary checklist strategy that has achieved stock market alpha since 2008.
open.substack.com/pub/davidjwa...
Quality Value Investing
Master a proprietary checklist strategy that has achieved stock market alpha since 2008.
open.substack.com/pub/davidjwa...
The Elements of Quality Value Investing — November 11, 2025
Assess enterprise and share price risks to identify potential downsides. In doing so, aim to assign grades to the company and its common shares based on various measures of investment risk.
davidjwaldron.substack.com
Assess enterprise and share price risks to identify potential downsides. In doing so, aim to assign grades to the company and its common shares based on various measures of investment risk.
davidjwaldron.substack.com
Quality Value Investing | David J. Waldron | Substack
Subscribe to master a checklist strategy that has achieved stock market alpha since 2008. Click to read Quality Value Investing, by David J. Waldron, a Substack publication with hundreds of subscriber...
davidjwaldron.substack.com
November 11, 2025 at 5:56 PM
The Elements of Quality Value Investing — November 11, 2025
Assess enterprise and share price risks to identify potential downsides. In doing so, aim to assign grades to the company and its common shares based on various measures of investment risk.
davidjwaldron.substack.com
Assess enterprise and share price risks to identify potential downsides. In doing so, aim to assign grades to the company and its common shares based on various measures of investment risk.
davidjwaldron.substack.com
Quality Value Investing initiates coverage of small-cap consumer discretionary company $GHC, in the alpha-achieving QVI Real-Time Stock Picks. Open for analysis, ratings, and call.
davidjwaldron.substack.com/p/graham-hol...
davidjwaldron.substack.com/p/graham-hol...
Graham Holdings Co. (NYSE: GHC)
Quality Value Investing Research Report | $GHC Initial Coverage | November 2025
davidjwaldron.substack.com
November 11, 2025 at 5:56 PM
Quality Value Investing initiates coverage of small-cap consumer discretionary company $GHC, in the alpha-achieving QVI Real-Time Stock Picks. Open for analysis, ratings, and call.
davidjwaldron.substack.com/p/graham-hol...
davidjwaldron.substack.com/p/graham-hol...
On a mission to cut through the noise and deliver actionable insights for your investment portfolio.
*Quality Value Investing*
A proprietary checklist strategy that has achieved stock market alpha since 2008.
substack.com/@davidjwaldr...
*Quality Value Investing*
A proprietary checklist strategy that has achieved stock market alpha since 2008.
substack.com/@davidjwaldr...
David J. Waldron | Substack
On a mission to cut through the noise and deliver actionable insights for your investment portfolio and personal growth
substack.com
November 10, 2025 at 8:40 PM
On a mission to cut through the noise and deliver actionable insights for your investment portfolio.
*Quality Value Investing*
A proprietary checklist strategy that has achieved stock market alpha since 2008.
substack.com/@davidjwaldr...
*Quality Value Investing*
A proprietary checklist strategy that has achieved stock market alpha since 2008.
substack.com/@davidjwaldr...
Check out the latest chapter revision and update from my fourth book, *Build Wealth with Common Stocks* including audio, on my author website, hosted by Substack.
Subject matter: Valuation.
davidjwaldronbooks.substack.com/p/chapter-fo...
Subject matter: Valuation.
davidjwaldronbooks.substack.com/p/chapter-fo...
Chapter Fourteen: Weigh Valuation Multiples
Revised and updated | Build Wealth with Common Stocks: Market-Beating Strategies for the Individual Investor
davidjwaldronbooks.substack.com
November 10, 2025 at 8:35 PM
Check out the latest chapter revision and update from my fourth book, *Build Wealth with Common Stocks* including audio, on my author website, hosted by Substack.
Subject matter: Valuation.
davidjwaldronbooks.substack.com/p/chapter-fo...
Subject matter: Valuation.
davidjwaldronbooks.substack.com/p/chapter-fo...
The Elements of Quality Value Investing — November 10, 2025
Boost your likelihood of generating portfolio alpha by selecting value-priced stocks of enduring companies.
davidjwaldron.substack.com
Boost your likelihood of generating portfolio alpha by selecting value-priced stocks of enduring companies.
davidjwaldron.substack.com
Quality Value Investing | David J. Waldron | Substack
Subscribe to master a checklist strategy that has achieved stock market alpha since 2008. Click to read Quality Value Investing, by David J. Waldron, a Substack publication with hundreds of subscriber...
davidjwaldron.substack.com
November 10, 2025 at 8:24 PM
The Elements of Quality Value Investing — November 10, 2025
Boost your likelihood of generating portfolio alpha by selecting value-priced stocks of enduring companies.
davidjwaldron.substack.com
Boost your likelihood of generating portfolio alpha by selecting value-priced stocks of enduring companies.
davidjwaldron.substack.com
Microsoft (NASDAQ: MSFT)
Quality Value Investing Research Report | $MSFT Updated Coverage | February 2025
open.substack.com/pub/davidjwa...
Quality Value Investing Research Report | $MSFT Updated Coverage | February 2025
open.substack.com/pub/davidjwa...
Microsoft (NASDAQ: MSFT)
Quality Value Investing Research Report | $MSFT Updated Coverage | February 2025
open.substack.com
February 24, 2025 at 5:52 AM
Microsoft (NASDAQ: MSFT)
Quality Value Investing Research Report | $MSFT Updated Coverage | February 2025
open.substack.com/pub/davidjwa...
Quality Value Investing Research Report | $MSFT Updated Coverage | February 2025
open.substack.com/pub/davidjwa...
I am new to BlueSky. Follow me and I’ll follow back!
February 21, 2025 at 7:24 AM
I am new to BlueSky. Follow me and I’ll follow back!
Trump’s proposed $4.5 trillion in new tax cuts favor the wealthy and corporations.
Just like the Reagan, Bush II, and Trump I cuts, the middle/working classes foot the bill.
If the proposed tax cuts went only to the middle/working classes, the average American would get a $2500 benefit.
Just like the Reagan, Bush II, and Trump I cuts, the middle/working classes foot the bill.
If the proposed tax cuts went only to the middle/working classes, the average American would get a $2500 benefit.
February 19, 2025 at 9:23 AM
Trump’s proposed $4.5 trillion in new tax cuts favor the wealthy and corporations.
Just like the Reagan, Bush II, and Trump I cuts, the middle/working classes foot the bill.
If the proposed tax cuts went only to the middle/working classes, the average American would get a $2500 benefit.
Just like the Reagan, Bush II, and Trump I cuts, the middle/working classes foot the bill.
If the proposed tax cuts went only to the middle/working classes, the average American would get a $2500 benefit.
Remember that Donald Trump’s first Impeachment stemmed from an inappropriate phone conversation with Zelenskyy of Ukraine.
Because of that one event, he sees Zelenskyy as an adversary.
And that is the one and only reason he will sell out the Ukrainians to the aggressor: Russia’s Putin.
Because of that one event, he sees Zelenskyy as an adversary.
And that is the one and only reason he will sell out the Ukrainians to the aggressor: Russia’s Putin.
February 19, 2025 at 7:01 AM
Remember that Donald Trump’s first Impeachment stemmed from an inappropriate phone conversation with Zelenskyy of Ukraine.
Because of that one event, he sees Zelenskyy as an adversary.
And that is the one and only reason he will sell out the Ukrainians to the aggressor: Russia’s Putin.
Because of that one event, he sees Zelenskyy as an adversary.
And that is the one and only reason he will sell out the Ukrainians to the aggressor: Russia’s Putin.
3 Specialty Retailers from QVI's High-Quality Universe
Quality Value Investing's current wealth and present value checklist analysis of $DKS, $TSCO, and $ULTA
open.substack.com/pub/davidjwa...
Quality Value Investing's current wealth and present value checklist analysis of $DKS, $TSCO, and $ULTA
open.substack.com/pub/davidjwa...
3 Specialty Retailers from QVI's High-Quality Universe
Quality Value Investing's current wealth and present value checklist analysis of $DKS, $TSCO, and $ULTA
open.substack.com
February 17, 2025 at 9:47 PM
3 Specialty Retailers from QVI's High-Quality Universe
Quality Value Investing's current wealth and present value checklist analysis of $DKS, $TSCO, and $ULTA
open.substack.com/pub/davidjwa...
Quality Value Investing's current wealth and present value checklist analysis of $DKS, $TSCO, and $ULTA
open.substack.com/pub/davidjwa...
Quality Value Investing Defined
Objective, mission, and investing behaviors that have led to the achievement of stock market alpha
open.substack.com/pub/davidjwa...
Objective, mission, and investing behaviors that have led to the achievement of stock market alpha
open.substack.com/pub/davidjwa...
Quality Value Investing Defined
Objective, mission, and investing behaviors that have led to the achievement of stock market alpha
open.substack.com
February 15, 2025 at 1:22 AM
Quality Value Investing Defined
Objective, mission, and investing behaviors that have led to the achievement of stock market alpha
open.substack.com/pub/davidjwa...
Objective, mission, and investing behaviors that have led to the achievement of stock market alpha
open.substack.com/pub/davidjwa...
Maybe I should change my bio to an editor who writes rather than a writer who edits. ✍️ 🧑💻
37,320,898 of your words were analyzed by Grammarly Premium since Mar 14, 2016
37,320,898 of your words were analyzed by Grammarly Premium since Mar 14, 2016
February 13, 2025 at 2:06 AM
Maybe I should change my bio to an editor who writes rather than a writer who edits. ✍️ 🧑💻
37,320,898 of your words were analyzed by Grammarly Premium since Mar 14, 2016
37,320,898 of your words were analyzed by Grammarly Premium since Mar 14, 2016
In my 25-year journey in the markets, I have learned many lessons about personal investing.
open.substack.com/pub/davidjwa...
open.substack.com/pub/davidjwa...
On Becoming an Informed Investor
Lessons learned from my quarter century experience in the stock market
open.substack.com
January 13, 2025 at 7:06 PM
In my 25-year journey in the markets, I have learned many lessons about personal investing.
open.substack.com/pub/davidjwa...
open.substack.com/pub/davidjwa...
Elude the prediction game of specific future margins and cash flows. Instead, find outstanding companies trading at reasonable prices through diligent research and analysis of current wealth and present value.
davidjwaldron.substack.com/about
davidjwaldron.substack.com/about
About - Quality Value Investing
Master a checklist-driven strategy for achieving stock market alpha. Click to read Quality Value Investing, by David J. Waldron, a Substack publication with hundreds of subscribers.
davidjwaldron.substack.com
January 11, 2025 at 12:58 PM
Elude the prediction game of specific future margins and cash flows. Instead, find outstanding companies trading at reasonable prices through diligent research and analysis of current wealth and present value.
davidjwaldron.substack.com/about
davidjwaldron.substack.com/about
Quality Value Investing Research Report | $KO Updated Coverage | January 2025
davidjwaldron.substack.com/p/the-coca-c...
davidjwaldron.substack.com/p/the-coca-c...
The Coca-Cola Company (NYSE: KO)
Quality Value Investing Research Report | $KO Updated Coverage | January 2025
davidjwaldron.substack.com
January 10, 2025 at 7:07 PM
Quality Value Investing Research Report | $KO Updated Coverage | January 2025
davidjwaldron.substack.com/p/the-coca-c...
davidjwaldron.substack.com/p/the-coca-c...
QUALITY VALUE INVESTING (QVI)
The Walt Disney Company (NYSE: DIS)
QVI Research Report | $DIS Updated Coverage | January 2025
open.substack.com/pub/davidjwa...
The Walt Disney Company (NYSE: DIS)
QVI Research Report | $DIS Updated Coverage | January 2025
open.substack.com/pub/davidjwa...
The Walt Disney Company (NYSE: DIS)
Quality Value Investing Research Report | $DIS Updated Coverage | January 2025
open.substack.com
January 8, 2025 at 11:16 PM
QUALITY VALUE INVESTING (QVI)
The Walt Disney Company (NYSE: DIS)
QVI Research Report | $DIS Updated Coverage | January 2025
open.substack.com/pub/davidjwa...
The Walt Disney Company (NYSE: DIS)
QVI Research Report | $DIS Updated Coverage | January 2025
open.substack.com/pub/davidjwa...
Open to read chapter by chapter draft manuscript of Quality Value Investing: How to Pick the Winning Stocks of Enduring Enterprises.
Free access for a limited time — only on Substack!
Copyright 2024 by David J. Waldron. All rights reserved worldwide.
davidjwaldron.substack.com/p/real-time-...
Free access for a limited time — only on Substack!
Copyright 2024 by David J. Waldron. All rights reserved worldwide.
davidjwaldron.substack.com/p/real-time-...
Real-Time Draft Manuscript of My Next Book Completed
Quality Value Investing: How to Pick the Winning Stocks of Enduring Enterprises
davidjwaldron.substack.com
January 7, 2025 at 7:05 PM
Open to read chapter by chapter draft manuscript of Quality Value Investing: How to Pick the Winning Stocks of Enduring Enterprises.
Free access for a limited time — only on Substack!
Copyright 2024 by David J. Waldron. All rights reserved worldwide.
davidjwaldron.substack.com/p/real-time-...
Free access for a limited time — only on Substack!
Copyright 2024 by David J. Waldron. All rights reserved worldwide.
davidjwaldron.substack.com/p/real-time-...
A New Year's Resolution for Quality-Driven Investors
Stop trading stocks and start investing in companies by understanding the difference and its positive impact on a retail portfolio
substack.com/home/post/p-...
Stop trading stocks and start investing in companies by understanding the difference and its positive impact on a retail portfolio
substack.com/home/post/p-...
A New Year's Resolution for Quality-Driven Investors
Stop trading stocks and start investing in companies by understanding the difference and its positive impact on a retail portfolio
substack.com
January 6, 2025 at 11:58 PM
A New Year's Resolution for Quality-Driven Investors
Stop trading stocks and start investing in companies by understanding the difference and its positive impact on a retail portfolio
substack.com/home/post/p-...
Stop trading stocks and start investing in companies by understanding the difference and its positive impact on a retail portfolio
substack.com/home/post/p-...