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Day: February 5, 2021

Weekly Guru Investor Highlights: Defining Risk, Momentum & Trend Following, Bill Miller & More
4 years ago
Weekly Guru Investor Highlights: Defining Risk, Momentum & Trend Following, Bill Miller & More

In our weekly summary of the best posts on the Guru Investor blog, Jack Forehand and Justin Carbonneau discuss the original content we produced and their favorite outside articles we…

Amid Pandemic, Americans Haven’t Drained Retirement Funds
4 years ago
Amid Pandemic, Americans Haven’t Drained Retirement Funds

Although Americans did withdraw money from retirement accounts amid the pandemic toward the end of 2020, the increase was modest. This according to a recent article in The Wall Street…

Ray Dalio: Market Ebullience Down in 2021
4 years ago
Ray Dalio: Market Ebullience Down in 2021

During a panel at the Future Investment Initiative this month, Bridgewater founder Ray Dalio shared his belief that some of the market’s enthusiasm will wane this year. “The markets won’t…

Vanguard Expects Value Stocks to Emerge from Coma
4 years ago
Vanguard Expects Value Stocks to Emerge from Coma

In its 2021 outlook, index fund “powerhouse” Vanguard Group predicted that “the end of the value coma is coming,” according to a recent article in MarketWatch. The group wrote, “Our…

The Other Scarcity Problem for Bitcoin Bulls
4 years ago
The Other Scarcity Problem for Bitcoin Bulls

While Bitcoin scarcity is viewed by many as an advantage over more conventional assets, a recent Bloomberg article points out that as the value of the asset class rises, it…

Value is the Main Reason Quants Have Performed Badly
4 years ago
Value is the Main Reason Quants Have Performed Badly

Researchers at BNP Paribas Asset Management have found that the value factor was to blame for the underperformance of quantitative investing strategies in 2020. This according to a recent article…

When Will the Market’s Expensive Price Levels Matter?
4 years ago
When Will the Market’s Expensive Price Levels Matter?

It’s hard to deny that stocks are a bit pricey, but a recent article in CNBC argues “there is plenty of nuance and subjectivity in assessing equity valuations.” The article…

Recent Original Research
July 26, 2025
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...
July 25, 2025
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...
July 21, 2025
Ten Top Ben Graham Deep Value Stocks
Benjamin Graham established the foundation of value investing by developing systematic approaches to identify undervalued stocks that continue to guide investors today. Warren Buffett, his most renowned student, demonstrates how Graham's principles can create lasting wealth. Graham's...
July 20, 2025
Ten Top Technology Dividend Aristocrats – July 2025
Technology dividend aristocrats are established tech companies that have consistently raised their dividend payments for seven straight years or more. Unlike traditional S&P 500 dividend aristocrats, which require a 25-year track record, the tech sector uses this...
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