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Search Results for: value

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

December 13, 2024

…and strong balance sheets, focusing on companies that effectively deploy retained earnings to generate shareholder value. The Lynch Strategy: Finding Growth at a Reasonable Price Peter Lynch popularized the PEG…

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

December 12, 2024

Shareholder yield represents the total value a company delivers to its investors, calculated as a percentage of its market value. This comprehensive metric encompasses three distinct components: Dividend Yield: The…

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10 Great Investors Share Their Most Important Lesson

December 9, 2024

…value of doing your own work Bob Elliott on the importance of humility Ed Yardeni on fading the consensus Eric Crittenden on mastering the basics before pursuing complexity Andrew Beer…

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Validea's Top 10 NASDAQ 100 Stocks - December 2024

December 7, 2024

…and Peter Lynch, as well as proven academic research – Validea has identified several NASDAQ 100 companies that still demonstrate strong fundamental value as of December 2024. Here are the…

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Validea's Top Ten Warren Buffett Stocks - December 2024

December 4, 2024

The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like…

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A Rare Stock That Meets the Tests of Buffett, Greenblatt and Lynch

December 3, 2024

…Peter Lynch. This construction services company demonstrates impressive characteristics that align with multiple value investing philosophies. Warren Buffett’s Patient Investor Strategy (100% Score) The Buffett strategy, based on the principles…

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Validea Trend Following Update: November 2024

November 20, 2024

…a downtrend. All sectors remain in uptrends according to our system. Across the value and growth spectrum, all investment styles also remain in uptrends For more information about our trend…

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The Six Most Controversial Takes from Excess Returns in 2024

November 18, 2024

…we try to find the nuance in these polarizing perspectives. Whether you’re a quant, a value investor, or just someone interested in different ways of thinking about markets, there’s something…

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

November 16, 2024

…(ROC): A measure of how efficiently a company uses its assets to generate earnings Earnings Yield: A gauge of how much a company earns relative to its enterprise value The…

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Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
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