Blending technical strength with fundamental quality, Twin Momentum creates a robust framework for identifying exceptional investment opportunities. This dual-lens methodology targets only those companies exhibiting superior performance in both price…
Top Technology Dividend Aristocrats
Technology dividend aristocrats are established tech companies that have consistently increased their dividend payments for at least 7 consecutive years, compared to the traditional 25-year requirement for S&P 500 dividend…
The Essential Lesson: 50 Great Investors Share the One Thing They Would Teach You
When we started Excess Returns, we wanted to come up with one way to boil down the best advice from the experts we have interviewed into one simple question. That…
Ten Stocks with Improving Fundamental Momentum
When we examine what truly drives long-term investment success, the progression of a company’s operational excellence over time—its fundamental momentum—deserves special attention. This concept looks beyond simple stock price changes…
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran
Join Matt Zeigler and Bogumil Baranowski as they play clips from both the Excess Returns and Talking Billions podcast interviews with Aswath Damodaran. This conversation unpacks Damodaran’s timeless insights on…
Ten High Free Cash Flow Yield Stocks
When evaluating investment opportunities in today’s unpredictable market, one metric stands out for its ability to reveal a company’s true financial health: free cash flow yield. This powerful indicator spotlights…
Behind the Madoff Scandal with a Trader on the Inside | Andrew Cohen
In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff, and ultimately…
Ten Top NASDAQ 100 Stocks
The NASDAQ 100’s impressive rally in recent years had driven the index’s valuation metrics to premium levels, causing hesitation among value-focused investors. However, the substantial pullback witnessed in early 2025…
Finding Top Technology Stocks in the Market Wreckage
The recent correction in technology stocks during early 2025 has created potentially attractive entry points for discerning investors. Since February 2025, markets have experienced significant volatility, with technology stocks being…
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his…