The “Magnificent 7” refers to a group of seven elite large-cap technology companies that have delivered outstanding long-term returns and growth. These companies have come to dominate the U.S. stock…
Author: Validea
Finding Great Companies in a Challenging Environment with Jeff Muhlenkamp
In this episode of Excess Returns, we speak with Jeff Muhlenkamp, portfolio manager at Muhlenkamp and Company. We discuss Jeff’s views on inflation, the likelihood of a recession, and the…
The Ins and Outs of Trend Following
Trend following is a popular investment strategy that has gained significant attention in recent years, particularly in the realm of equity investing. This article will delve into the concept of…
Finding Wide Moat Stocks
Finding companies with sustainable competitive advantages, or “wide moats” can be key for compounding returns over time. Just like the moats that surrounded medieval castles to protect them from invaders,…
Five High Free Cash Flow Yield Stocks
Free cash flow (FCF) is the cash that a company generates from its operations after accounting for capital expenditures. It represents the money that a company has available to distribute…
Joseph Piotroski: Separating Winners from Losers in Value Investing
Joseph Piotroski, a professor of accounting at the University of Chicago, published a groundbreaking research paper in 2000 titled “Value Investing: The Use of Historical Financial Statement Information to Separate…
The Importance of Managing Drawdowns in Retirement
In this episode of Two Quants and a Financial Planner, we dive into the important topic of withdrawal rates and retirement planning. We discuss how Monte Carlo simulations can help…
Riding the Wave: Profiting from Momentum in the Stock Market
What is Momentum Investing? Momentum investing is a strategy that aims to capitalize on the continuance of existing trends in the market. It involves buying stocks that have performed well…
Navigating the Islands of Macro with Andy Constan
In this episode we are joined by Andy Constan, founder of Damped Spring Advisors. We discuss his outlook on the current economic landscape, why he left “higher for longer” island,…
The Overlooked Strategy of Dividend Growth Investing
Many investors who focus on dividends look for high yields. But that can be a trap since many companies with high yields have significant problems with their businesses and those…