In this episode of Two Quants and a Financial Planner, we dive deep into the insights we’ve gained from our conversations with investing legend Rob Arnott. We explore Rob’s unique…
Five Stocks Both Warren Buffett and Peter Lynch Might Like
Warren Buffett and Peter Lynch are two of the most renowned investors of all time, each with their own distinct approaches to finding great companies. While their strategies differ in…
Validea's Top 10 Joel Greenblatt Magic Formula Stocks - October 2024
Joel Greenblatt’s Magic Formula is an investment strategy outlined in his book “The Little Book That Beats the Market.” The formula aims to identify high-quality companies trading at attractive valuations.…
The Challenges of Bubbles
The term “bubble” has become ubiquitous in financial media. If you follow financial news, you might conclude that we’re currently surrounded by bubbles. Stocks, bonds, cryptocurrencies – all have been…
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are…
Building a Quantitative Strategy Based on Warren Buffett's Approach
Warren Buffett, widely considered the greatest investor of all time, has generated incredible returns over decades at Berkshire Hathaway. While Buffett hasn’t published a detailed explanation of his investment approach,…
Validea Trend Following: October 2024 Update
Below is our trend following update for October of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…
Practical Lessons from Jerry Parker
In this episode, we dive deep into the world of trend following with legendary trader Jerry Parker. We explore key insights from our previous interviews with Jerry on Excess Returns,…
Three Mag 7 Stocks That Pass the Fundamental Tests of Warren Buffett
Warren Buffett, the Oracle of Omaha, is renowned for his long-term value investing approach focused on high-quality companies with durable competitive advantages. While Buffett himself has traditionally avoided technology stocks,…
Lessons from Two Decades Running Quant Models
In the ever-evolving world of finance, the adage “the more you know, the more you realize you don’t know” rings particularly true. After nearly two decades of running quant models,…