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Recent Original Research

November 15, 2023

Why It’s Great to be an Investor Now...

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values...

October 25, 2023

Investing In Sectors: A Look at the 11...

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in...

October 18, 2023

Navigating the Magnificent Seven’s Fundamentals

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far...

October 4, 2023

The Long Game: Why Patience and Perspective Matter...

By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Patience can be defined as the capacity to accept or tolerate delay, trouble, or suffering without getting angry or upset. It's the ability to endure difficult circumstances, persevere in the face of...

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