The G-Score is a financial analysis framework developed by Professor Partha Mohanram in 2005. It was specifically designed to evaluate growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score…
Ten Top High Shareholder Yield Stocks
Shareholder yield provides a holistic assessment of value returned to investors relative to a company’s market capitalization, comprising three essential components. Dividend yield delivers direct cash distributions to shareholders from…
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies…
Practical Lessons from Bob Elliott
In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from their conversations with Bob Elliott, former head of Ray Dalio’s…
Ten Top Warren Buffett Stocks
The Validea Warren Buffett model, inspired by Mary Buffett’s “Buffettology,” embodies Warren Buffett’s systematic investment approach focused on long-term value. This strategy targets companies showing consistent excellence through robust earnings,…
Ten Cheap Guru-Approved Value Stocks
Value stocks, which typically trade at lower price-to-earnings, price-to-book, or other valuation metrics compared to the broader market, have historically shown their ability to outperform growth stocks over extended periods,…
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments.…
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, introduced in “The Little Book That Beats the Market,” distills the complexity of stock selection into a straightforward two-part analysis. At its core, the method examines Return…
Ten Top Peter Lynch Stocks
Peter Lynch, who gained fame managing Fidelity’s Magellan Fund, has had his investment approach structured into a systematic model by Validea. This model focuses on identifying companies with growth potential…
Ten Top Ben Graham Deep Value Stocks
Ben Graham’s investment strategy finds potentially underpriced stocks by examining established companies with proven performance rather than risky ventures. Based on Benjamin Graham’s principles Validea’s model uses these specific criteria:…