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Search Results for: factor

Money Personality: Do You Know Yours?

July 26, 2021

…the research project, Fidelity created a Money Personality Quiz based on the Five-Factor Model of Personality (also known as the “Big Five”), described in the article as the gold standard…

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When Conviction Fails You

July 21, 2021

…taken that too far. The Guy Who Defended the Price/Book My defense of the Price/Book is a good example of one of those times. I learned about factor investing by…

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Put Down the Dividends – And Slowly Walk Away

July 14, 2021

…value factor, it would make sense to compare its excess return over time with the excess returns of the other available value factors. And that is where high yield investing…

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What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts

July 7, 2021

…3 – Investing Factors One of the biggest things the podcast has allowed us to do is to better challenge our own beliefs and look at the other side of…

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Buffett’s Favorite Writer on the Value-Growth Quandary

July 2, 2021

…Most bear markets, according to Marks, are triggered by “an excess of optimism,” but last year’s collapse was caused by “an exogenous factor, the virus.” Because of that, Marks said,…

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Going from Dividend Aristocrats to Dividend Kings Using Quality and Value

June 23, 2021

…in terms of cheapness. VALIDEA ETF Factor Report for NOBL From Dividend Aristocrats to Dividend Kings Using our factor scores and guru models, I wanted to see if I could…

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Kaissar: The Empire Trap and How Amazon and Other Tech Giants Buck It

June 17, 2021

…too soon to tell. Kaissar also suggests a “better, if wonkier, explanation: Much of the research on capital investment and subsequent stock performance hinges on what’s called the investment factor,…

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A Deep Dive into Factor Investing and the Future Potential of China with Rayliant's Jason Hsu

June 14, 2021

…the major investing factors. We also discuss why he sees significant future potential in the Chinese market and the innovative approach he is taking to apply factor investing there. We…

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ETFs Inspired by Quants Beating the S&P 500

May 21, 2021

Investors optimistic about the post-pandemic world are channeling cash into “riskier companies acutely sensitive to the economic cycle—led by the famed resurgence in the value factor,” according to a recent…

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Strategy Focus: Low Volatility Investing and the Conservative Formula

May 10, 2021

The success of of the low volatility factor can be challenging to explain. Investing theory teaches us that to get an additional return, we need to take additional risk and…

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Recent Original Research
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Technology stocks have experienced remarkable growth over the past decade, often trading at premium valuations that can deter value-conscious investors. However, Validea's comprehensive analytical framework demonstrates that attractive opportunities still exist within this seemingly expensive sector by...
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Ten Fundamentally Sounds Stocks Insiders Like
Substantial leadership ownership stakes foster strong alignment between management and shareholders by creating shared financial incentives. This alignment motivates executives and board members to focus on building lasting value rather than chasing quarterly targets. When leaders maintain...
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