…with risk management, and combining self-forgiveness with continued learning, offers a pathway to more sustainable long-term success in investing. The overarching message is that successful investing isn’t just about making…
Search Results for: investing greats
Academic Research Summary: Does It Matter Why Factors Work?
A groundbreaking new study challenges conventional wisdom about how we look at investing factors. The paper, “Does Peer-Reviewed Research Help Predict Stock Returns”, written by Andrew Chen of the Federal…
The Contrarian's Guide: Inside David Dreman's Value Investment Strategy
David Dreman made his name and fortune by going against the crowd. As one of the pioneers of contrarian investing, he built an impressive track record by systematically targeting stocks…
Validea's Top Ten Warren Buffett Stocks - November 2024
…to emulate Buffett’s long-term, value-based approach to investing. The strategy looks for firms with consistent earnings over the past decade, consistently high return on equity and total capital, strong cash…
Finding Picassos: How Great Microcaps Become MultiBaggers | Ian Cassel
In this episode of Excess Returns, we sit down with Ian Cassel, founder of MicroCap Club and Intelligent Fanatics Capital Management. We explore the fascinating world of microcap investing, where…
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
…where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies…
The Importance of Expectations in Investing
Oftentimes in investing, all of us think we have figured something out. We think we know that a growth company is going to achieve great results going forward. Or we…
Finding Twin Momentum Stocks
…Investing The Twin Momentum approach offers several advantages: Dual Validation: By requiring both fundamental and price strength, the strategy helps confirm that a company’s stock price gains are supported by…
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
…many ways, there are currently five stocks that manage to satisfy the criteria of both investing legends, according to Validea’s guru-based models. Let’s examine why these companies have caught the…