In this episode of Excess Returns, Matt and Jack explore key lessons from one of our most popular guests, Cem Karsan. Through selected clips from multiple interviews, they unpack Karsan’s…
Ten Guru Approved NASDAQ 100 Stocks
The NASDAQ 100’s remarkable ascent over recent years has undoubtedly pushed the index’s overall valuation metrics to elevated levels, raising concerns among value-conscious investors. This broad valuation expansion has led…
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them…
Ten Fundamentally Sound Technology Stocks
While technology stocks have experienced remarkable momentum and appreciation in recent market cycles, savvy investors recognize that opportunities for value still exist within this dynamic sector. The key lies in…
The Ten Most Fundamentally Sound S&P 500 Stocks
The S&P 500’s remarkable performance in recent years has been heavily driven by a handful of dominant technology companies, particularly the “Magnificent Seven” – Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta,…
Ten Guru Approved High Insider Ownership Stocks
The level of stock ownership by a company’s executives and board members serves as a powerful metric for investors. When leadership holds a meaningful stake in their company, their personal…
Practical Lessons from Jim Paulsen
In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year…
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.…
Ten Growth Stocks Meeting the Tests for Lasting Success
The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. It…
Ten High Shareholder Yield Stocks Wall Street Legends Might Like
Shareholder yield measures the total value a company returns to investors compared to its market value, encompassing three key elements. Dividend yield represents direct cash payments to shareholders from profits.…