In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value…
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NASDAQ 100 Leaders: Finding Value Amid the Tech Rally
…pockets of value among NASDAQ 100 constituents. Our systematic approach, based on the strategies of investing legends, helps identify companies with strong fundamentals that may be overlooked by the market….
Validea's Top 10 Peter Lynch Stocks - July 2024
…aims to capture the key principles of Lynch’s investing approach. The strategy first categorizes stocks into three main groups: Fast-growers: 20%+ annual EPS growth Stalwarts: 10-19% annual EPS growth, multi-billion…
A Data Driven Case for a Continued Rally with Warren Pies
…breadth, his newly launched quality-driven ETF strategy, and interesting perspectives on seasonality and retail sentiment. We also touch on his approach to combining systematic and discretionary investing methods. This wide-ranging…
Eight Things We Learned from Our Interview with Mike Green | Practical Takeaways for Investors
…new ideas in investing, the potential unintended consequences of passive investing, and the importance of looking beyond market aggregates. We discuss how these concepts apply to the average investor and…
The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?
…models. The Google parent company earns high marks across a range of investing styles: Growth & Momentum: Alphabet scores an impressive 94% on the Twin Momentum model inspired by Dashan…
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
In this episode we have a fascinating discussion with Mike Green of Simplify about the ongoing impact of passive investing on markets. Mike shares insights from recent academic research supporting…
Validea's Top 10 Warren Buffett Stocks - July 2024
…qualitative insights, it provides a systematic way to apply core principles of his investing philosophy. Here are the top ten highest scoring stocks for July 2024 for Validea’s Patient Investor…
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
…large tech companies driving most of the gains while many stocks have declined. We also explore some unexpected developments in housing, bonds, and factor investing performance. Overall, we aim to…
The Challenge of Persistent Inflation with Bob Elliott
…of gold in a diversified portfolio. We also touch on the complexities of investing in hedge funds and the impact of fiscal policies on market dynamics. 🖥️ Watch on YouTube…