Joseph Piotroski’s F-Score is a financial assessment tool developed by Stanford accounting professor Joseph Piotroski in 2000. It’s used to evaluate the strength of a company’s financial position, particularly for…
Author: Validea
The Martin Zweig Growth Strategy: Finding High-Quality Growth Stocks
Martin Zweig was a renowned investment advisor, fund manager, and financial analyst who rose to prominence in the 1970s and 1980s. He was best known for his uncanny ability to…
Validea's Top Ten Twin Momentum Stocks - August 2024
The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets,…
Four Warren Buffett Holdings That Also Pass His Quantitative Tests
Understanding Warren Buffett’s Investment Strategy: Validea’s Model and Top Picks Warren Buffett is renowned for his exceptional investment track record. While Buffett doesn’t publicly disclose his exact methodology, he does…
Challenging the Idea of Stocks for the Long Run with Jason Buck
In this episode of Excess Returns, we sit down with Jason Buck of Mutiny Funds to examine the idea of stocks for the long run and some potential challenges to…
Validea's Top 10 Russell 2000 Stocks - August 2024
Small-cap stocks have struggled relative to their large-cap counterparts for a long time now. But their fundamentals haven’t lagged their large counterparts in the way their price has. This has…
Five Fundamentally Sound Dividend Aristocrats
Dividend Aristocrats are a select group of S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. This exclusive club represents some of the most…
Five Guru-Approved High Free Cash Flow Yield Stocks
Free cash flow yield can be an underutilized metric for value investors. Ratios like the PE ratio and price/book can be more popular among investors, but both have significant drawbacks,…
10 Things Investors Get Wrong About Factor Investing | And How to Avoid Them
In this episode, we explore common misconceptions about factor investing. We discuss why factors aren’t less risky than the market, the challenges of diversification, and why adding more factors isn’t…
Validea's Top Peter Lynch Stocks - August 2024
Validea’s Peter Lynch investment strategy is based on the investing principles of Peter Lynch, who managed the Fidelity Magellan Fund with great success. The strategy emphasizes a few key criteria…