The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies…
Tag: Factor Focus
Validea's Top Ten Warren Buffett Stocks - January 2025
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims…
Inside the World of Pod Shops | Bob Elliott
In this episode of Excess Returns, hosts Justin and Matt sit down with Bob Elliott, founder of Unlimited Funds, to explore the fascinating world of multi-strategy hedge funds, also known…
Validea's Top Benjamin Graham Stocks - December 2024
Benjamin Graham, the father of value investing, crafted a disciplined framework for discovering stocks trading below their true worth. Building on Graham’s foundational principles, Validea developed a systematic approach that…
Warren Buffett and Peter Lynch's Investment Wisdom Combined: Four Stocks That Pass Their Tests
Warren Buffett and Peter Lynch stand as two of investing’s most legendary figures, each with distinct approaches to identifying exceptional companies. Through Validea’s guru-based models, four stocks currently demonstrate the…
Validea's Top Ten High Shareholder Yield Stocks - December 2024
Shareholder yield represents the total value a company delivers to its investors, calculated as a percentage of its market value. This comprehensive metric encompasses three distinct components: Dividend Yield: The…
Validea's Market Valuation Report | December 2024
Here is the latest update for December from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Validea's Top 10 Russell 2000 Stocks - December 2024
Despite lagging behind in market performance, smaller companies’ underlying business strength remains solid. This disconnect has created numerous investment opportunities among smaller companies that often get overlooked in favor of…
Validea's Top 10 NASDAQ 100 Stocks - December 2024
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…
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…