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Search Results for: investing greats

Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives

January 6, 2025

In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series…

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Validea's Top Ten Warren Buffett Stocks - January 2025

January 4, 2025

…to emulate Buffett’s long-term, value-based approach to investing. Buffett looks for companies with strong, stable earnings growth, conservative financing, high returns on equity, and shareholder-friendly management. Here are the details…

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The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu

January 3, 2025

In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares…

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Value Investing in a High Intangible Intensity World | Jacob Pozharny

December 27, 2024

…investing opportunities and market efficiency The importance of understanding model assumptions and staying humble as an investor Whether you’re interested in quantitative investing, understanding modern valuation frameworks, or keeping up…

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Do You Really Need International Diversification? 10 Top Investors Debate

December 23, 2024

In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether…

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Validea's Top Benjamin Graham Stocks - December 2024

December 18, 2024

Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. Building on Graham’s foundational principles, Validea developed a systematic approach that…

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Practical Lessons from Andy Constan | Bridgewater, Macro Pillars and Navigating Deleveragings

December 17, 2024

…they explore: Andy’s experience at Bridgewater Associates and their fascinating approach to systematic investing The four pillars of macro analysis that help make sense of complex market environments A practical…

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Warren Buffett and Peter Lynch's Investment Wisdom Combined: Four Stocks That Pass Their Tests

December 13, 2024

Warren Buffett and Peter Lynch stand as two of investing’s most legendary figures, each with distinct approaches to identifying exceptional companies. Through Validea’s guru-based models, four stocks currently demonstrate the…

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Validea's Top Ten High Shareholder Yield Stocks - December 2024

December 12, 2024

…not only have high shareholder yields,but also score highly according to our quantitative models based on investing legends like Warren Buffett, Peter Lynch and Ben Graham. Further Research High Shareholder…

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Dispelling Big Investing Myths | Dan Rasmussen

December 12, 2024

In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with Dan Rasmussen from Verdad Advisers to discuss his firm’s top research pieces from the past year….

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Recent Original Research
September 18, 2025
Ten Top S&P 500 Stocks
The S&P 500 encompasses more than 500 companies across diverse industries, containing many financially sound businesses with strong underlying metrics that deserve investor attention. This diversity creates attractive opportunities for those willing to move past the most...
September 16, 2025
Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
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