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,…
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The Most Important Edge in Investing: Patience
“In investing, what is comfortable is rarely profitable.” – Rob Arnott In today’s rapidly evolving financial landscape, gaining an edge on Wall Street has become increasingly challenging. The combination of…
Five Small and Mid-Cap Stocks Warren Buffett Might Buy (If He Could)
Warren Buffett, the Oracle of Omaha, is known for his savvy investment strategies and long-term value approach. However, as Berkshire Hathaway has grown into a behemoth with a market cap…
Quality and Low Volatility: The Factors That Get No Respect
In this episode of Two Quants and a Financial Planner, we dive deep into the world of quality and low volatility factors in investing. We explore how these factors work,…
Five Top Small-Cap Value Stocks Based on the Strategies of Legends
Small-cap value investing has been a market beating strategy over the long-term, despite its struggles in recent years. This approach focuses on smaller companies (typically with market capitalizations between $300…
Validea Trend Following: September 2024 Update
Below is our trend following update for September of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…
Ten Top Peter Lynch Stocks
Validea’s Peter Lynch strategy is based on the investment philosophy of legendary fund manager Peter Lynch, who ran Fidelity’s Magellan Fund from 1977 to 1990. The strategy focuses on identifying…
Finding Wide Moat Stocks: A Qualitative and Quantitative Guide
In the world of investing, the concept of an economic moat is crucial for identifying companies with sustainable competitive advantages. Coined by Warren Buffett, a moat refers to a company’s…
The Case for a Roaring 2020s | Ed Yardeni
In this episode of Excess Returns, we sat down with Ed Yardeni, president of Yardeni Research and YardeniQuickTakes.com. Ed is one of the most accurate and respected Wall Street strategists,…
Validea Value Spread Update - September 2024
Here is the latest value spread update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the…