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…
Five High Momentum Top Peter Lynch Stocks
Peter Lynch is renowned for his “buy what you know” philosophy and stellar track record managing Fidelity’s Magellan Fund. While Lynch looked for companies he understood, he also relied heavily…
Top Benjamin Graham Stocks - September 2024
Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing”. This strategy aims to identify undervalued stocks by…
Practical Lessons from Aswath Damodaran
In this episode, we dive into key lessons from our recent Excess Returns interview with valuation expert Aswath Damodaran. We unpack Damodaran’s insights on: Why dogma in investing can be…
Riding the Wave: Understanding Momentum Investing
In the vast ocean of investment strategies, momentum investing stands out as a surfboard that catches the biggest waves. Unlike its more intuitive cousins such as value or quality investing,…
Five Fundamentally Sound Low Beta Stocks for Volatile Markets
In today’s unpredictable financial landscape, investors are increasingly seeking ways to help mitigate risk. One strategy that can make sense is focusing on low beta stocks that also demonstrate solid…
Validea's Market Valuation Update: September 2024
Here is the latest 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 valuation of…
The Harsh Truth About Investing Edge with Adam Butler
In this episode of Excess Returns, we sit down with our good friend Adam Butler, co-founder and Chief Investment Officer of ReSolve Asset Management. We cover a lot of ground,…
Three Dividend Aristocrats That Warren Buffett Might Like
Dividend Aristocrats are a select group of S&P 500 companies that have increased their dividend payouts for at least 25 consecutive years. This impressive track record demonstrates a commitment to…
Ten Energy Stocks Passing the Models of Great Investors
The energy sector remains a vital part of the global economy, despite ongoing challenges and the increasing focus on renewable energy. Recent fluctuations in commodity prices, driven by geopolitical events…