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Tag: Featured

What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly
9 months ago
What Investors Can Learn from a Year-Long Trading Experiment | Brent Donnelly

In this episode, Matt sits down with Brent Donnelly, author of “50 Trades in 50 Weeks: One Year of Good Ideas, Dumb Mistakes, and Timeless Trading Lessons”. Brent spent close…

Ten Top Guru-Approved Energy Stocks
9 months ago
Ten Top Guru-Approved Energy Stocks

Energy stocks have had an interesting few years. From the big rise in inflation on the back side of the pandemic to its susequent rapid fall, there certainly has been…

Momentum Meets Magic: 5 Stocks Combining Greenblatt's Formula with Price Strength
9 months ago
Momentum Meets Magic: 5 Stocks Combining Greenblatt's Formula with Price Strength

Joel Greenblatt, founder of Gotham Capital, introduced his “Magic Formula” in the 2005 bestseller “The Little Book That Beats the Market.” This deceptively simple strategy aims to identify high-quality companies…

Validea's Top NASDAQ 100 Stocks - September 2024
9 months ago
Validea's Top NASDAQ 100 Stocks - September 2024

The NASDAQ 100 has outperformed all the other major indexes for a long time now. Due to its strong run, and the fact that it is dominated by growth companies,…

The Shiller P/E Ratio: What It Means in the Real World
9 months ago
The Shiller P/E Ratio: What It Means in the Real World

In the world of market valuation metrics, few have gained as much prominence as the Shiller P/E Ratio, also known as the Cyclically Adjusted P/E (CAPE) Ratio. Made famous during…

5 High Shareholder Yield Stocks That Peter Lynch Might Like
9 months ago
5 High Shareholder Yield Stocks That Peter Lynch Might Like

Peter Lynch didn’t look for high shareholder yield stocks. He focused on other key variables. But combining his criteria with shareholder yield can produce some interesting results. But before we…

Rising Dividend Aristocrats: 5 Fundamentally Sound Potential Future Additions
9 months ago
Rising Dividend Aristocrats: 5 Fundamentally Sound Potential Future Additions

Dividend aristocrats have long been prized by income-focused investors for their reliability and consistent dividend growth. These elite companies in the S&P 500 have increased their dividends for at least…

Practical Lessons from Michael Mauboussin
9 months ago
Practical Lessons from Michael Mauboussin

In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Michael Mauboussin, one of the most respected thinkers in finance. We revisit…

A Fundamental Analysis of the Magnificent 7 - And the 4 That Pass Our Models
9 months ago
A Fundamental Analysis of the Magnificent 7 - And the 4 That Pass Our Models

The “Magnificent 7” has become a popular term on Wall Street, referring to seven large technology companies that have dominated stock market returns in recent years: Apple, Microsoft, Alphabet, Amazon,…

Five Guru-Approved High Free Cash Flow Yield Stocks
10 months ago
Five Guru-Approved High Free Cash Flow Yield Stocks

Free cash flow yield can be an underutilized metric for value investors. Ratios like the PE ratio and price/book can be more popular among investors, but both have significant drawbacks,…

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Recent Original Research
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
June 27, 2025
Ten Top Benjamin Graham Deep Value Stocks –...
Benjamin Graham pioneered the value investing discipline, creating systematic methods for finding undervalued securities that remain influential today. His most famous protégé, Warren Buffett, exemplifies the enduring power of Graham's teachings. Graham's strategy revolves around locating solid,...
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