Despite the NASDAQ 100’s remarkable performance and dominance among major market indexes, questions have emerged about potential overvaluation, particularly given its concentration in growth companies. However, thorough quantitative analysis suggests…
Tag: Factor Focus
Validea's Top Ten Warren Buffett Stocks - December 2024
The Patient Investor approach takes inspiration from Warren Buffett’s investment philosophy, drawing from insights shared in Mary Buffett’s Buffettology. This methodology focuses on identifying companies with enduring value, much like…
A Rare Stock That Meets the Tests of Buffett, Greenblatt and Lynch
It is very rare feat, homebuilder NVR Inc. (NYSE: NVR) has achieved something unusual – simultaneously passing the strict criteria fundamental of three legendary investors: Warren Buffett, Joel Greenblatt, and…
Validea's Top 10 Peter Lynch Stocks - November 2024
Peter Lynch built his reputation managing Fidelity’s Magellan Fund, and Validea has developed a systematic approach based on his key principles. At its core, this strategy seeks companies offering growth…
Validea's Top 10 Dividend Aristocrats - November 2024
The S&P 500 includes a select group of companies known as Dividend Aristocrats, distinguished by their remarkable commitment to shareholder returns. To earn this title, a company must raise its…
Validea's Top 10 Joel Greenblatt Magic Formula Stocks - November 2024
Joel Greenblatt developed an elegantly straightforward yet powerful investment methodology known as the Magic Formula, detailed in “The Little Book That Beats the Market.” The strategy distills complex stock analysis…
Validea Trend Following Update: November 2024
Below is our trend following update for November of 2024. Our trend following system uses multiple moving averages to identify the long-term trend in a variety of equity indexes, asset…
The Magic of Simplicity: Joel Greenblatt's Two-Factor Investment Strategy
In a field where complexity often reigns supreme, Joel Greenblatt’s “Magic Formula” stands out for its remarkable simplicity. Using just two variables to select stocks, this approach has produced impressive…
Research Paper Summary: "Migration" by Eugene Fama and Ken French
In a landmark paper titled “Migration,” finance luminaries Eugene Fama and Kenneth French uncover the dynamic mechanisms driving two of investing’s most studied phenomena: the small-cap and value premiums. Their…
Five Top Twin Momentum Stocks
The Twin Momentum strategy, based on research by Dashan Huang and his colleagues, represents an innovative approach to momentum investing that combines both fundamental and price momentum factors. This dual…