Validea’s Warren Buffett model using published writings about Buffett to identify stocks that might meet his fundamental tests. The strategy aims to identify high-quality companies with predictable earnings that are…
Author: Validea
Validea Trend Following: July 2024 Update
Below is our trend following update for July of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…
Understanding Shareholder Yield: Beyond Dividend Yield
When evaluating potential investments, many investors focus on dividend yield as a key metric. However, shareholder yield offers a more comprehensive picture of how companies return value to shareholders. Let’s…
Five Fundamentally Sound Dividend Aristocrats For 2024
Dividend aristocrats are S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. These companies are known for their financial stability, consistent growth, and commitment…
July 2024 Value Spread Update: Value Remains Cheap, But Not Historically So
Here is the latest value spread update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the…
July 2024 Market Valuation Update: The Median Stock is Much Cheaper Than the Market
Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained…
The Challenge of Persistent Inflation with Bob Elliott
In this episode of Excess Returns, we dive deep into the world of macroeconomics with Bob Elliott of Unlimited Funds. We explore a wide range of topics, including inflation, the…
Nine Lessons From Rick Ferri
In this episode, we dive into the key lessons we took from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick’s approach to simple, low-cost…
Show Us Your Portfolio: Eric Crittenden
In our latest episode of Show Us Your Portfolio, we speak with Standpoint’s Eric Crittenden. Eric discusses the all-weather approach he uses to construct his personal portfolio. He emphasizes maximizing…