New worksheets (with checklists), spreadsheets and investment guides

I’ve added some new free resources for investors who are serious about making the most of their money.  These include a new investment analysis worksheet, an updated guide to value investing and the latest articles and research by email.

The guide is now more practical than before, walking you through the process of value investing at the same time as going through some of the underlying ideas.

Find out more about these free resources >>

Author: John Kingham

I cover both the theory and practice of investing in high-quality UK dividend stocks for long-term income and growth.

3 thoughts on “New worksheets (with checklists), spreadsheets and investment guides”

  1. Hi John,
    Thanks for the free worksheet etc. just starting to use it, I’ve thought of something like this myself but never got round to devising one. One question though, in the low debt section, why are you adding cash to net debt? I would have thought cash should have been deducted from net debt as this could be used to reduce said debt. Maybe I’m missing something?

    1. Hi John

      I must admit it’s a bit ambiguous. What I mean is to add the absolute values of cash and net debt to give total interest bearing debt (borrowings). So if there is net debt of minus £100m and cash of plus £20m then there is £120m of borrowings. Going the other way, if you start with £120m of total borrowings and subtract the £20m cash you get £100m net debt.

      I’ll get it re-worded. Thanks for letting me know,


      1. Just updated it to say:

        “Total borrowings. You can calculate this by adding the absolute values of cash and net debt. If the company has net cash then subtract cash from it.”

        Hopefully that’s a bit clearer. And also mentioned that it won’t work for all companies, e.g. finance.

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