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Search Results for: investing greats

Nine Lessons From Rick Ferri

July 1, 2024

…investing and discuss how his insights apply to various investment strategies, including factor investing.We cover topics such as favoring simplicity, the enduring relevance of the 60/40 portfolio, the importance of…

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Show Us Your Portfolio: Eric Crittenden

June 30, 2024

…equities, bonds, and a systematic global macro program investing in various uncorrelated markets. We also explore the importance of diversification beyond traditional stock and bond portfolios, his views on homeownership,…

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Could Lululemon Be Buffett's Next Buy

June 26, 2024

Warren Buffett is renowned for his patient, long-term approach to investing in high-quality businesses with durable competitive advantages. While the Oracle of Omaha has historically shied away from retail stocks,…

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The Benefits of a Simple Investment Approach with Rick Ferri

June 21, 2024

In this episode of Excess Returns, we sit down with Rick Ferri to discuss a wide range of investing topics. We explore the concept of investing with simplicity, the importance…

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ETF Factor Profile: QVAL

June 12, 2024

Validea’s ETF Factor Report looks at hundreds of US Equity ETFs through the lens of the major investing factors. We look at each ETFs exposure to a variety of factors…

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15 Lessons from 15 Years | Breaking Down Corey Hoffstein's Timeless Investing Lessons

June 10, 2024

…concepts, such as the transformation of risk, the necessity of pain to achieve premiums, and the philosophical limits of diversification. Through a mix of investing and real-life examples, we discuss…

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Investing in India's Huge Growth Potential with Anupam Ghose

June 6, 2024

…quality, defines a competitive moat, and manages risk in the portfolio. This conversation uncovers some of the unique considerations investors should keep in mind when investing in emerging markets like…

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Quantifying Warren Buffett

June 5, 2024

…a disciplined, patient, value-based approach to investing. Since taking over Berkshire in the 1960s, Buffett has delivered compounded annual returns of over 20% for shareholders, far outpacing the broader market….

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The Market is Expensive: Should You Care? | The Practical Implications of Market Valuation

June 4, 2024

…useful for from an investing perspective. We also look at value spreads, cross country valuations and expected returns and delve into the practical applications of valuation data in financial planning,…

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Energy Infrastructure Investing with Greg Reid

May 30, 2024

…in it than renewables. We also dig deep into energy infrastructure investing and MLPs and Greg’s process for selecting investments in the space and their new ETF that pairs energy…

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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...
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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...
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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...
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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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