When we start in the investing world, many of us think building the perfect investment strategy is about data and numbers and theory. We think the strategy that works best…
Author: Validea
Twin Momentum: Combining Price and Fundamental Momentum
Twin Momentum is a unique investing approach that combines two powerful momentum factors to identify stocks with strong potential for outperformance. Validea’s Twin Momentum strategy is based on the research…
The Quality Factor: Benefits of Investing in High Quality Stocks
When it comes to investing in the stock market, there are many different strategies and factors to consider. One approach that has gained popularity in recent years is focusing on…
The Investment Strategy of Peter Lynch
Peter Lynch is considered one of the greatest investors of all time. As the manager of the Magellan Fund at Fidelity Investments from 1977 to 1990, Lynch averaged a 29.2%…
Value Investing, Inflation and Expected Returns with Rob Arnott
In this episode, Research Affiliates founder Rob Arnott returns for his third appearance on Excess Returns. We cover a wide range of topics, including inflation, the struggles of value investing,…
The Enduring Appeal of Dividend Aristocrats
In the realm of investing, Dividend Aristocrats hold a special place. These are companies not just known for their robust financial health but also for their exceptional commitment to returning…
Eight Fundamental Reasons Warren Buffett Should Still Like Apple
For billionaire investor Warren Buffett, one stock has continued to play a pivotal role in his investment strategy over the years. It has also become his largest position by a…
The Case for an AI Bubble with Doug Clinton
AI stocks have seen a big run recently. This has led many fundamental-based investors to suggest that things have gotten ahead of themselves. Some have even suggested AI is already…
10 Lessons From Warren Buffett's Annual Letter
Warren Buffett recently released his 2024 annual letter. And this one was a particularly notable one since it was the first since the passing of Charlie Munger. Buffett wrote a…
Lessons from Financial History | Mark Higgins
There have been many significant events in the economy and stock market over the past several years. We have had inflation. We have had bank failures. We have had a…