R.V. Owens

Every business owner has a story. It is a story of hard work, financial sacrifice, calculated risks, and countless hours dedicated to building something of value. However, when the time comes to sell that business, attract investors, or secure financing, the question is no longer simply how much effort went into building the company. The question becomes: What is the business actually worth, and can its financial statements support that valuation? Many entrepreneurs measure success by annual...

A company can have a great story, an exciting product, strong brand recognition, and even impressive revenue growth. But none of those things automatically make it a financially strong company, or an attractive investment. When we evaluate a company, we want to understand what is happening underneath the stock price. We examine the financial statements, the company's ability to generate profits, its liquidity, the amount of leverage being used, and ultimately what investors are being asked to...

One of the easiest mistakes investors can make is confusing a great company with a great investment. In investing, one of the most important lessons to understand is that a strong company and a strong investment are not always the same thing. A business may have excellent leadership, solid earnings, a recognizable brand, and long-term growth potential, but if its stock price is too high, the opportunity may no longer be attractive. That is why disciplined investors must look beyond the...