Value stocks, which typically trade at lower price-to-earnings, price-to-book, or other valuation metrics compared to the broader market, have historically shown their ability to outperform growth stocks over extended periods,…
Tag: Featured
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession
In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments.…
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, introduced in “The Little Book That Beats the Market,” distills the complexity of stock selection into a straightforward two-part analysis. At its core, the method examines Return…
Ten Top Peter Lynch Stocks
Peter Lynch, who gained fame managing Fidelity’s Magellan Fund, has had his investment approach structured into a systematic model by Validea. This model focuses on identifying companies with growth potential…
Ten Top Ben Graham Deep Value Stocks
Ben Graham’s investment strategy finds potentially underpriced stocks by examining established companies with proven performance rather than risky ventures. Based on Benjamin Graham’s principles Validea’s model uses these specific criteria:…
Ten Top Ranked Twin Momentum Stocks
The Twin Momentum strategy harnesses the synergistic power of price momentum and strengthening fundamentals to achieve superior market returns. This innovative approach combines traditional price movement analysis with a comprehensive…
Ten Top Technology Dividend Aristocrats
Technology dividend aristocrats are tech companies that have raised their dividends for at least 7 consecutive years, compared to the 25-year requirement for traditional S&P 500 dividend aristocrats. This shorter…
Practical Lessons from Warren Pies
In this episode, Jack and Matt dive deep into unique perspectives on markets and investing through the lens of Warren Pies and Fernando Vidal’s innovative research approaches. They explore: A…
Ten Guru Approved Stocks With Improving Fundamental Momentum
Fundamental momentum tracks a company’s improving operational and financial performance over time using metrics like ROE, operating margins, and other key indicators. Unlike price momentum which follows stock price changes,…
Investors Made These Costly Mistakes in 2024 - Here is How You Can Avoid Them | Larry Swedroe
In this episode, Larry Swedroe shares nine critical lessons that the markets taught investors in 2024. Drawing from decades of experience, Larry explains why market forecasts consistently fail, why valuations…