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Search Results for: investing greats

The Magic of Simplicity: Joel Greenblatt's Two-Factor Investment Strategy

November 16, 2024

…Greenblatt’s Magic Formula offers a compelling reminder that successful investing doesn’t necessarily require complex algorithms or countless variables. Sometimes, the most sophisticated approach is also the simplest. The real challenge…

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Research Paper Summary: "Migration" by Eugene Fama and Ken French

November 16, 2024

In a landmark paper titled “Migration,” finance luminaries Eugene Fama and Kenneth French uncover the dynamic mechanisms driving two of investing’s most studied phenomena: the small-cap and value premiums. Their…

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Five Top Twin Momentum Stocks

November 15, 2024

The Twin Momentum strategy, based on research by Dashan Huang and his colleagues, represents an innovative approach to momentum investing that combines both fundamental and price momentum factors. This dual…

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Validea's Top Benjamin Graham Stocks - November 2024

November 15, 2024

Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Validea has adapted Graham’s principles into a systematic strategy that prioritizes financial…

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Top 10 High Shareholder Yield Stocks - November 2024

November 12, 2024

…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 Yield Stocks…

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Practical Lessons from Cullen Roche

November 11, 2024

In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests. We cover: “All Duration Investing” Cullen’s framework…

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Five Lessons from Meb Faber

November 9, 2024

In a recent episode of the Excess Returns podcast, investment manager and researcher Meb Faber shared several thought-provoking insights about investing and wealth building. Here are five key takeaways from…

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The Critical Importance of Process Over Outcomes in Investing

November 9, 2024

…supported by extensive historical research demonstrating effectiveness over long time periods. Value investing and momentum strategies are prime examples of approaches with strong empirical backing. Logical Framework: The underlying reasoning…

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Martin Zweig: The Conservative Growth Master Who Built a Fortune Through Disciplined Investing

November 9, 2024

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. Let’s examine…

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Practical Lessons from Tobias Carlisle | Value Investing, Buffett and the Importance of Survival

November 4, 2024

…this Halloween-themed episode (complete with plenty of Reese’s cups), we break down Toby’s perspectives on what makes an ideal business, the critical importance of survival in investing, portfolio concentration vs…

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Recent Original Research
October 22, 2025
Ten Top Peter Lynch Stocks – October 2025
Peter Lynch stands among the most celebrated fund managers in financial history, transforming Fidelity's Magellan Fund from a modest $18 million portfolio into a colossal $14 billion powerhouse during his tenure from 1977 to 1990. His extraordinary...
October 14, 2025
Ten Top Dividend Aristocrats
The S&P 500 Dividend Aristocrats represent an exclusive collection of under 70 enterprises that have delivered rising dividend distributions for a minimum of 25 straight years spanning multiple industries. This unbroken record of dividend growth demonstrates strong...
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
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