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Search Results for: value

Lessons From Warren Buffett's 2021 Annual Letter (Ep. 75)

March 8, 2021

…approach differs from most other conglomerates; Buybacks and Berkshire’s four jewels and drivers of value; Buffett’s consistent messaging over time and his view of never betting against America. A few…

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Momentum Strategy and How to Temper It

March 5, 2021

…points, “leadership among stocks or market segments shifts and the past is no longer prologue.” Relative performance of Value: When value strategies are working well, momentum tends to struggle. According…

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Weekly Highlights: Is Ark a Systemic Risk?, Bitcoin Matures & Why Everyone Needs A Charlie Munger

March 5, 2021

…Research Spotlight: Replicating Anomalies by Lu Zhang, Chen Xue and Kewei Hou (Ep. 73) Bitcoin Grows Up Every Investor Needs a Charlie Munger Ark CEO Cathie Wood Talks ‘Deep Value’…

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The Dollar Will Lose More Value

March 5, 2021

An article in Chief Investment Officer from last December predicts that the “slumping dollar can expect to drop some more—a lot more, actually.” The article cites comments from a Citigroup…

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How Most Value Managers are Getting it All Wrong

March 4, 2021

…the value strategy and how the underlying concept needs some tweaking. Here are some key takeaways from the interview: “So much of value is intangible,” according to Resendes, who says…

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Bitcoin Grows Up

March 3, 2021

…the current market value of Bitcoin relative to the value of other assets. In the U.S. stock market only a handful of the most valuable companies are worth more than…

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Long-Term Wins Possible in Large-Cap Value Stocks

March 1, 2021

…that Identifying as a large-cap value investor these days “takes a lot courage…or a naivete,” and adds, “one of the most important ingredients of a successful investment plan is patience….

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Bitcoin ETF Could Be Real in 2021

February 26, 2021

…the trust even as its market value soared to 40% more than the value of the Bitcoin it held,” the article says, adding that investors are willing to pay such…

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Ark CEO Cathie Wood Talks ‘Deep Value’

February 26, 2021

In a recent interview with CNBC, Ark founder and CEO Cathie Wood discusses “deep value” investing and the potential impact of rising rates. Here are some key takeaways from the…

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Some Practical Ways to Look at Blending Factors

February 24, 2021

…into a combined portfolio. The high-level principles of blending factors are pretty straight forward. For example, if value produces an excess return over time and momentum does too, but they…

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Recent Original Research
September 21, 2025
Ten Top NASDAQ 100 Stocks
The NASDAQ 100's remarkable performance has generated significant returns for investors. However, focusing solely on the index's aggregate success overlooks a crucial insight: numerous individual securities within the index remain compelling investment prospects, despite the market's considerable...
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Technology stocks have generated outstanding performance over the past ten years, though their typically elevated prices often deter value-conscious investors. However, Validea's comprehensive analysis framework demonstrates that attractive investment prospects still exist within this seemingly overpriced sector...
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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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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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