Many value stocks are cheap because they deserve to be. Some of them no longer have sustainable businesses, and as a result their current discounted multiple will look really expensive…
Tag: Excess Returns Podcast
Excess Returns, Episode 4: Lessons From March For The Fallen
Whether you are training for and participating in a 25+ mile march or are saving and investing for retirement and long-term wealth creation, success requires the right mindset as well…
Excess Returns, Episode 3: Six Common Misconceptions About Factor-Based Strategies
Factor strategies have grown exponentially in the past decade. Almost every major asset manager now offers their variation of things like value, momentum, quality, and low volatility. But to use…
Excess Returns, Episode 2: The Rising Bar for Active Management
The market has always been tough to beat, but the ability to investors to gain inexpensive exposure to factors like value and momentum has made the job of active managers…
Excess Returns, Episode 1: The Mechanics of Value Investing
We are happy to announce the release of our new podcast Excess Returns. On each episode, Validea partners Justin Carbonneau and Jack Forehand will talk about a wide range of…