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Day: March 9, 2020

5 years ago
Australia’s Stock Market Top Performer Since 1900

A new study by Credit Suisse Group found that Australia has the world’s top-performing equity market since 1900 with stocks enjoying an annualized return of 6.8% per year since that…

5 years ago
One Investor’s Attempt to Revolutionize Private Equity

A recent article in Institutional Investor profiles San Francisco investor Ryan Caldbeck and his firm CircleUp, which plans to establish a quant fund for the private equity market. “While hedge…

5 years ago
Excess Returns, Ep. 14: Some Thoughts on the Struggles of Factor Investing in the Past Decade

The long-term evidence to support factor investing is compelling. Academic work has shown that factors like value and momentum have produced an excess return relative to the market over time.…

Recent Original Research
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Momentum investing leverages the market phenomenon where outperforming stocks tend to maintain their strong performance by focusing on securities that consistently exceed both peer companies and market benchmarks. This disciplined approach goes beyond merely following price increases,...
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Powering the Future: 5 Utility & Energy Stocks...
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Ten Top Wide Moat Stocks – July 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats can represent opportunities for long-term investment success. These businesses possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational efficiencies, or unique...
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Ten Top Peter Lynch GARP Stocks
Validea's investment methodology draws from Peter Lynch's successful track record managing Fidelity's Magelion Fund, implementing a Growth at a Reasonable Price (GARP) strategy that identifies expanding businesses with rational valuations. The framework emphasizes the PEG ratio, which...
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