Cette formule magique va multiplier vos gains en bourse

Cette formule magique va multiplier vos gains en bourse

This magic formula will multiply your stock market gains

by Sébastien Koubar

Humanities, Social Sciences & Thought Economics & Finance KFFFinance and the finance industryKFFMInvestment and securities
🎙 Sébastien Koubar 👥 202K 📅 March 24, 2024 ⏱ 12 min 👁 19K 📄 expert opinion 🧭 2026-09-08
Available in: English (current) Français

Keywords

GreenblattMagic FormulaPERROICbacktest

Summary

In this video, Sébastien Koubar presents Joel Greenblatt’s Magic Formula, a stock selection strategy that combines a low P/E ratio with a high Return on Invested Capital (ROIC). He explains the two criteria with simple examples, then outlines the four steps: selecting a universe, screening for stocks with P/E below 20 and ROIC above 20, ranking them by combined scores, and buying the top 20-30 stocks in equal weight, rebalancing annually. He cites performance data from various markets (US, Brazil, Sweden, France, India, Norway) showing outperformance, but notes recent underperformance in the US due to growth focus. He discusses risks, mainly the psychological challenge of sticking with the strategy, and transaction costs. He recommends low-cost brokers and gives his personal opinion: he supports the screening process but prefers investing in companies he understands. The video includes promotional segments for brokers and his own tool.

144 words

Critical Evaluation

Value of the Information & Strength of the Argument

The video provides a clear and structured explanation of the Magic Formula, making it accessible to a broad audience. The argumentation is based on the creator’s interpretation of Greenblatt’s book and various backtests, but lacks detailed references to the studies mentioned. The reasoning is logical, but the reliance on unverified performance claims and the lack of discussion on limitations of backtesting reduce the overall scientific rigor.

Scientific Rigor, Source Quality, Title Accuracy

The video cites Greenblatt’s book and his website, but the numerous studies mentioned are not referenced with specific sources. The title is somewhat sensationalist but accurately reflects the content. The description contains affiliate links and promotional content, which may bias the presentation. The video is an opinion piece rather than a rigorous scientific analysis.

135 words

Title / Content Match

The title is catchy and accurately reflects the content, which explains a formula to potentially outperform the market.

Quality & Reliability

6/10

The video presents a well-known investment strategy (Greenblatt's Magic Formula) with a clear explanation and references to multiple backtests, but it relies on the creator's claims and unverified studies, and includes promotional content.

Chapters

Cited Sources

  • Invvest - Investment tracking tool — The creator's own tool for tracking investments, mentioned as a resource.
  • Magic Formula Investing — Official website of Joel Greenblatt's Magic Formula, used to screen stocks.

Concurring Sources

  • Magic Formula Investing — The official website aligns with the strategy described in the video.

Contribution & Novelties

The video offers a concise and practical explanation of the Magic Formula, including step-by-step implementation and performance data from multiple markets. It adds value by discussing risks and the psychological challenges of the strategy.

Pour aller plus loin :

72 words

Radar Profile

The radar profile shows moderate scores across all dimensions, indicating a balanced but not exceptional video. The highest score is in quantity of information, while technical level and reliability are moderate, reflecting the practical but non-academic nature of the content.

Reliability 6/10

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