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Search Results for: value

Excess Returns, Ep. 35: Finding Diamonds in the Rough Among Growth Stocks

August 3, 2020

…trend in growth over value stocks over the last 10 years and some of the contributing factors to that trend. The criteria behind Mohanram’s GSCORE model and how Validea implements…

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Buffett’s Ties that Bind: Eight Timeless Contributions

July 30, 2020

…times investors let fear govern their decisions and they sell stocks after most of the damage is done.” Investment process: Buffett evolved from a “deep value” investor (looking for cheap…

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When Fundamentals Don’t Matter

July 29, 2020

By Jack Forehand (@PracticalQuant) Valuing companies can be a challenging process. While it is commonly accepted that the value of a company is the present value of its future cash…

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Should Investors Embrace Tech Valuations Instead of Criticizing Them?

July 28, 2020

…in’ products that are yet to be created by established public companies.” It argues that if investors could accurately value a company’s intangible assets—such as management and organization structure—it would…

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SEC’s Proposed Reporting Change Draws Scrutiny

July 28, 2020

…proposal, made earlier this month, would raise the threshold for firms required to report equity holdings (via the SEC’s Form 13F) from those with portfolios valued at $100 million to…

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Berkshire Hathaway Share Count Reduction Might Suggest Buybacks

July 23, 2020

…when they thought its price was below Berkshire’s intrinsic value.” That policy allowed buybacks at prices up to 1.2 times book value. According to Edward Jones & Co analyst James…

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“Godfather” of Smart Beta Talks Emerging Markets and “Maverick Risk”

July 22, 2020

In a June episode of the Bloomberg What Goes Up podcast, Research Affiliates founder Rob Arnott discusses smart beta investing and, specifically, his views on investing in emerging markets value…

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Eight Timeless Buffett Contributions That Go Beyond Returns & Bind Shareholders

July 22, 2020

…merchandise when it is marked down.” [5] Evolving investment process Since Buffett was heavily influenced by Ben Graham, he started as a deep value investor, looking for stocks that traded…

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What the Active vs. Passive Debate is Missing

July 21, 2020

…to add value,” but adds that “all markets are not equal.” How many active funds have outperformed their indices and for how long? The article notes that while both active…

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Hulbert: Are “Irrationally Exuberant” Stock Investors Back?

July 20, 2020

…of dividend payers. The amount by which the average fund’s price is below its per-share net asset value (known as the “closed-end-fund discount”) widened to one of the largest in…

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Recent Original Research
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Free cash flow yield serves as a crucial indicator for spotting financially robust businesses. This metric evaluates how well a company transforms its operational activities into cash generation compared to its market value. Businesses that demonstrate strong...
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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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