Slowio Blog
Notes on value investing, company analysis and portfolio arithmetic.
UK · August 2026
The Sunday Screen: UK Value Screen — August 2026
42 of 1066 UK companies pass this week’s value screen (P/E ≤ 15, P/B ≤ 1.5, healthy balance sheet). 2 of the 5 featured names, free.
ETF Fees Compound Too: Comparing Two World ETFs
A 0.25% fee difference looks tiny and is not: how expense ratios compound over 30 years, shown with two world ETFs tracking nearly the same index.
Italy · August 2026
The Sunday Screen: Italian Value Screen — August 2026
14 of 323 Italian companies pass this week’s value screen (P/E ≤ 15, P/B ≤ 1.5, healthy balance sheet). 2 of the 5 featured names, free.
Macro Outlook — August 2026: What Changed
The August 2026 update of Slowio’s standing macro model: what moved since the prior run — inflation, the fair 10-year yield and equity-valuation gaps.
ETF X-Ray: What's Actually Inside a Fund
Two ETFs with near-identical names can hold very different things. Sector donuts, holdings flows and fee twins — how to see inside a fund before comparing it to anything.
US · August 2026
The Sunday Screen: US Value Screen — August 2026
97 of 4489 US companies pass this week’s value screen (P/E ≤ 15, P/B ≤ 1.5, healthy balance sheet). 2 of the 5 featured names, free.
Cheap or Just Average? Reading a Stock Against Its Sector
A P/E of 18 means nothing on its own. How sector and industry weighted medians turn raw ratios into context — Ferrari vs the auto industry as a worked example.
Europe · August 2026
The Sunday Screen: European Value Screen — August 2026
77 of 2427 European companies pass this week’s value screen (P/E ≤ 15, P/B ≤ 1.5, healthy balance sheet). 2 of the 5 featured names, free.
How to Compare Two Stocks on the Same Yardstick
Comparing two companies fairly: same scores, same ratios, same fiscal-year axis. Adyen vs PayPal as a worked example of a side-by-side stock comparison.
France · August 2026
The Sunday Screen: French Value Screen — August 2026
23 of 511 French companies pass this week’s value screen (P/E ≤ 15, P/B ≤ 1.5, healthy balance sheet). 2 of the 5 featured names, free.
Financial Ratios Explained with 40 Years of Apple Data
Margins, ROE, ROA and valuation ratios — what they mean and why the 40-year trajectory matters more than any single year, shown on Apple’s full history.
Germany · July 2026
The Sunday Screen: German Value Screen — July 2026
22 of 605 German companies pass this week’s value screen (P/E ≤ 15, P/B ≤ 1.5, healthy balance sheet). 2 of the 5 featured names, free.
Macro Outlook — July 2026: What Changed
The July 2026 update of Slowio’s standing macro model: what moved since the prior run — inflation, the fair 10-year yield and equity-valuation gaps.
Stress-Testing a Portfolio: Monte Carlo Crisis, Bear and Bull Scenarios
What Monte Carlo scenario simulation shows about a portfolio: crisis, bear and bull regimes, fan charts, drawdowns — and what diversification actually costs and buys.
UK · July 2026
The Sunday Screen: UK Value Screen — July 2026
46 of 1071 UK companies pass this week’s value screen (P/E ≤ 15, P/B ≤ 1.5, healthy balance sheet). 2 of the 5 featured names, free.
How to Read a Company's Financials in 60 Seconds
A fast, repeatable way to read a company’s financial statements: four 0–100 scores, then decades of income, cash-flow and debt history — shown on real data.
Run the same analysis on any of the 9,000+ companies Slowio follows — free, no card required.