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Tag: Excess Returns Podcast

Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)
5 years ago
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)

Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to…

Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler
5 years ago
Excess Returns, Ep. 43: The Past, Present and Future of Investing with Morningstar's John Rekenthaler

John Rekenthaler is Vice President of Research for Morningstar, the author of the Rekenthaler Report column, and a leading expert on the mutual fund industry. John has been with Morningstar…

Six Narratives Shaping The Stock Market In 2020
5 years ago
Six Narratives Shaping The Stock Market In 2020

In this bonus episode, we we discuss a presentation Justin recently gave to Fidelity customers about some of the major narratives shaping the current market. The word “unprecedented” tends to…

Excess Returns, Ep. 42: Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy
5 years ago
Excess Returns, Ep. 42: Why the Stock Market is Near All Time Highs Despite the Major Issues in the Economy

We are currently in one of the most difficult economic environments many of us will see if our lifetimes. Even though the unemployment rate has fallen from its high of…

Excess Returns, Ep. 41: Is Direct Indexing the Future of Investing?
5 years ago
Excess Returns, Ep. 41: Is Direct Indexing the Future of Investing?

Technology has allowed all of us to personalize many aspects of our lives. Rather than accept products tailored to a wide range of people, we are now able to customize…

Excess Returns, Ep. 40: Six Lessons New Robinhood Traders Could Learn From Peter Lynch
5 years ago
Excess Returns, Ep. 40: Six Lessons New Robinhood Traders Could Learn From Peter Lynch

Trading volumes at online brokers have skyrocketed since the Coronavirus crisis began. If there is one lesson these newly minted traders have learned so far, it is that the market…

Excess Returns, Ep. 39: Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram
5 years ago
Excess Returns, Ep. 39: Interview: Bridging Academic Research and Real World Investing with Professor Partha Mohanram

In this episode we are joined by Professor Partha Mohanram. Professor Mohanram is the John H. Watson Chair in Value Investing at the Rotman School at the University of Toronto.…

Excess Returns, Ep. 38: Four Reasons Value Investing Might Not be Dead Yet
5 years ago
Excess Returns, Ep. 38: Four Reasons Value Investing Might Not be Dead Yet

Value investors have fallen on difficult times in the most recent decade. Value’s extended underperformance has led many to question whether the strategy still works or if it is broken…

Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham
5 years ago
Excess Returns, Ep. 37: A Conversation about Buffett, Berkshire & High-Quality Shareholders w/ Professor Lawrence Cunningham

In this episode, we are joined by Lawrence Cunningham. He is a professor at George Washington University and one of the world’s leading experts on Warren Buffett. He is also…

Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
5 years ago
Excess Returns, Ep. 36: Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?

Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. But some have argued…

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Recent Original Research
July 12, 2025
Ten Top S&P 500 Stocks – July 2025
The S&P 500 encompasses more than 500 companies across various industries, many of which operate profitable, established businesses with strong underlying fundamentals that deserve investor attention. This diversity creates attractive opportunities for those willing to conduct thorough...
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Ten Fundamentally Sound Dividend Growth Stocks
Dividend growth stocks form a cornerstone of long-term wealth building by offering investors a dual benefit: consistent income streams and opportunities for capital appreciation. These investments represent companies that systematically increase their dividend payments year after year,...
July 9, 2025
Ten Fundamentally Sounds Stocks Insiders Like
Substantial leadership ownership stakes foster strong alignment between management and shareholders by creating shared financial incentives. This alignment motivates executives and board members to focus on building lasting value rather than chasing quarterly targets. When leaders maintain...
July 8, 2025
Ten High G Score Growth Stocks
The investment landscape is in constant flux, requiring sophisticated tools to identify genuine growth opportunities. In 2005, Professor Partha Mohanram developed the G-Score methodology as a structured approach to evaluating growth companies, designed to complement Joseph Piotroski's...
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