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Search Results for: value

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

November 16, 2024

…explain the persistence of the small-cap premium over time. The Triple Engine of Value Stock Returns The value premium, it turns out, has three distinct drivers. First, value stocks that…

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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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Validea's Value Spread Report: November 2024

November 15, 2024

Here is the latest value spread update for November 2024 from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on…

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Three Technology Dividend Aristocrats Warren Buffett Might Like

November 12, 2024

…stringent investment criteria while maintaining technology sector growth characteristics makes them worth consideration for both value and income-oriented portfolios. As the technology sector continues to mature, more companies may join…

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Top 10 High Shareholder Yield Stocks - November 2024

November 12, 2024

Shareholder yield is a financial metric that captures the total return a company provides to its shareholders, expressed as a percentage of its market value. It combines three key elements:…

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Five Lessons from Meb Faber

November 9, 2024

…He points out that dividends are essentially a value factor, and investors might be better served by focusing on value directly. For those in high-tax states, dividends can be particularly…

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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

…Unlike many value investors who exclusively seek low P/Es, Zweig believed that P/E ratios could be too low, potentially signaling a weak company. His sweet spot was stocks with P/Es…

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Recent Original Research
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...
September 27, 2025
Ten Top Peter Lynch Stocks – September 2025
Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
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