In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal’s innovative research approaches. They explore: A…
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Ten Guru Approved Stocks With Improving Fundamental Momentum
Fundamental momentum tracks a company’s improving operational and financial performance over time using metrics like ROE, operating margins, and other key indicators. Unlike price momentum which follows stock price changes,…
Investors Made These Costly Mistakes in 2024 - Here is How You Can Avoid Them | Larry Swedroe
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations…
Ten High Free Cash Flow Yield Stocks That Pass the Tests of Great Investors
High free cash flow yield stocks can represent a compelling investment opportunity, as these companies generate substantial cash compared to their market capitalization. This strong cash generation efficiency demonstrates their…
Practical Lessons from Cem Karsan | Inside the Hidden Forces Moving Markets
In this episode of Excess Returns, Matt and Jack explore key lessons from one of our most popular guests, Cem Karsan. Through selected clips from multiple interviews, they unpack Karsan’s…
Ten Guru Approved NASDAQ 100 Stocks
The NASDAQ 100’s remarkable ascent over recent years has undoubtedly pushed the index’s overall valuation metrics to elevated levels, raising concerns among value-conscious investors. This broad valuation expansion has led…
A $33 Billion Value Manager Who Has Actually Outperformed | Scott McBride
In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them…
Ten Fundamentally Sound Technology Stocks
While technology stocks have experienced remarkable momentum and appreciation in recent market cycles, savvy investors recognize that opportunities for value still exist within this dynamic sector. The key lies in…
The Ten Most Fundamentally Sound S&P 500 Stocks
The S&P 500’s remarkable performance in recent years has been heavily driven by a handful of dominant technology companies, particularly the “Magnificent Seven” – Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta,…
Ten Guru Approved High Insider Ownership Stocks
The level of stock ownership by a company’s executives and board members serves as a powerful metric for investors. When leadership holds a meaningful stake in their company, their personal…