Peter Lynch’s legendary investment approach combined growth and value principles to identify companies trading at attractive prices relative to their growth rates. Validea’s interpretation of Lynch’s methodology focuses on his…
Search Results for: value
Practical Lessons from Rob Arnott
…perspectives on identifying market bubbles, the challenges facing value investors in today’s market, and how the rise of passive investing is reshaping market dynamics. We break down Rob’s thoughts on…
Five Stocks Both Warren Buffett and Peter Lynch Might Like
…balance sheets and the ability to use retained earnings effectively to generate shareholder value. The Lynch Strategy: Finding Growth at a Reasonable Price Peter Lynch popularized the PEG ratio (Price/Earnings…
The Challenges of Bubbles
…are more focused on price momentum than underlying value. However, it’s important to note that not all cryptocurrencies are equal. Some may have genuine utility and long-term value, while others…
An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe
…on many investors’ minds, including: Is value investing still effective in today’s market? How is the rise of passive investing impacting market efficiency? Should we be concerned about market concentration?…
Building a Quantitative Strategy Based on Warren Buffett's Approach
…to determine if they’re attractively priced. Buffett uses several methods to value companies: 1. Initial Rate of Return Calculate the earnings yield (EPS / Share Price) and compare it to…
Validea Trend Following: October 2024 Update
…an uptrend as well. 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…
Three Mag 7 Stocks That Pass the Fundamental Tests of Warren Buffett
Warren Buffett, the Oracle of Omaha, is renowned for his long-term value investing approach focused on high-quality companies with durable competitive advantages. While Buffett himself has traditionally avoided technology stocks,…
Lessons from Two Decades Running Quant Models
…market is up, as we’ve seen with some value strategies in recent years. Managing expectations and behavior during these periods of divergence is often more challenging than navigating market-wide declines….
Top Benjamin Graham Stocks - October 2024
Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing”. This strategy aims to identify undervalued stocks by…