In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We break down several crucial investing concepts, including why investors shouldn’t…
Tag: Featured
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…
The Most Misunderstood Bull Market Ever | Jim Paulsen
In this episode of Excess Returns, Jack Forehand and Justin Carbonneau sit down with veteran investment strategist Jim Paulsen to discuss the current market landscape and economic outlook. Paulsen, author…
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…
What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig
In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig. This episode explores how passive…
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 Six Most Controversial Takes from Excess Returns in 2024
In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. From Aswath…
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…