Skip to content
Validea's Guru Investor Blog
  • Featured
    • Recent Posts
    • Popular Posts
    • Jack Forehand
    • Justin Carbonneau
  • Validea
    • Model Portfolios
    • ETF Portfolios
    • Factor Report
    • Guru Analysis
    • Guru Stock Screener
    • ETF Factor Report
    • ETF Factor Screener
  • Money Management
    • Validea Capital
    • Free Assessment
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)
5 years ago
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)

Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to…

How the Richest Americans Made Their Wealth
5 years ago
How the Richest Americans Made Their Wealth

A recent MarketWatch article by contributor Mark Hulbert argues that the wealthiest Americans are not the source of great investment tips, but rather earned their fortunes either by starting businesses…

Insider Trading Intense with No Regulators in Sight
5 years ago
Insider Trading Intense with No Regulators in Sight

“There’s no end to the parade of corporate transactions preceded by trading underlying their selective disclosure,” says a recent Bloomberg article, “And there’s no sign regulators see the possibility of…

Overlooked Fact About Buffett’s Fortune
5 years ago
Overlooked Fact About Buffett’s Fortune

A recent CNBC article offers an excerpt from Morgan Housel’s new book, “The Psychology of Money: Timeless Lessons on Wealth, Greed and Happiness” in which he underscores the importance of…

Inflation Could Reach 10%, Says Druckenmiller
5 years ago
Inflation Could Reach 10%, Says Druckenmiller

In a recent CNBC interview, Investor Stan Druckenmiller says the markets are in a “raging mania” and inflation could hit 5% to 10% in the next four to five years.…

4 Facts to Know about the Election and the Market
5 years ago
4 Facts to Know about the Election and the Market

A recent article on the Edward Jones website says that, although the results of the upcoming election will be reflected in short-term market reactions, the firm does not expect the…

Investing’s Real Magic Formula: Compounding
5 years ago
Investing’s Real Magic Formula: Compounding

“When it comes to saving, investing, and the power of compounding, starting earlier is better – a lot better.” – Joel Greenblatt The quote is not taken from Joel Greenblatt’s…

Hedge Funds Appeal to Morgan Stanley’s Rich Clients
5 years ago
Hedge Funds Appeal to Morgan Stanley’s Rich Clients

Morgan Stanley’s wealthy investors, more and more nervous about a fragile stock market, have been “reversing course” from high-flying stocks like Apple and Amazon and investing in hedge funds. This…

Five Keys to Success in Investment Firm Culture
5 years ago
Five Keys to Success in Investment Firm Culture

A recent CFA Institute article reports findings of a new culture survey conducted by Full Circle Group (FCG) showing  that 97% of investment professionals believe culture provides a competitive advantage.…

Nir Kaissar: Ignore Stock Splits, Even of Tesla and Apple
5 years ago
Nir Kaissar: Ignore Stock Splits, Even of Tesla and Apple

In a recent article for The Washington Post, Bloomberg columnist Nir Kaissar explains the mechanics of stock splits in the wake of the recent spotlight on those of Apple and…

Posts navigation

1 … 191 192 193 … 728
Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
Validea's Guru Investor Blog
Sign up for our newsletter

Get Validea’s FREE Guru Investor weekly email & research updates.

Facebook-f
Twitter
Linkedin

© Copyright 2020 Validea. All Rights Reserved