Peter Lynch’s legendary investment approach combined growth and value principles to identify companies trading at attractive prices relative to their growth rates. Validea’s interpretation of Lynch’s methodology focuses on his…
Finding Twin Momentum Stocks
The Twin Momentum strategy implemented by Validea is based on research by Dashan Huang and his colleagues, who discovered that combining fundamental and price momentum could lead to significant market…
Validea's Top 10 Dividend Aristocrats - October 2024
The Dividend Aristocrats are an elite group of S&P 500 companies that have not only paid but increased their dividend payments to shareholders for at least 25 consecutive years. This…
Practical Lessons from Rob Arnott
In this episode of Two Quants and a Financial Planner, we dive deep into the insights we’ve gained from our conversations with investing legend Rob Arnott. We explore Rob’s unique…
Five Stocks Both Warren Buffett and Peter Lynch Might Like
Warren Buffett and Peter Lynch are two of the most renowned investors of all time, each with their own distinct approaches to finding great companies. While their strategies differ in…
Validea's Top 10 Joel Greenblatt Magic Formula Stocks - October 2024
Joel Greenblatt’s Magic Formula is an investment strategy outlined in his book “The Little Book That Beats the Market.” The formula aims to identify high-quality companies trading at attractive valuations.…
The Challenges of Bubbles
The term “bubble” has become ubiquitous in financial media. If you follow financial news, you might conclude that we’re currently surrounded by bubbles. Stocks, bonds, cryptocurrencies – all have been…
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are…
Building a Quantitative Strategy Based on Warren Buffett's Approach
Warren Buffett, widely considered the greatest investor of all time, has generated incredible returns over decades at Berkshire Hathaway. While Buffett hasn’t published a detailed explanation of his investment approach,…
Validea Trend Following: October 2024 Update
Below is our trend following update for October of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…