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Tag: Featured

The Dangers Of Trying To Outsmart The Market (Ep. 49)
5 years ago
The Dangers Of Trying To Outsmart The Market (Ep. 49)

All of us can fall into the trap of thinking that a certain outcome in investing is obvious. Whether it be the future direction of the market, which asset classes…

Interview: Curating Investing Content & Sharing Knowledge with Tadas Viskanta of Abnormal Returns & Ritholtz Wealth Management
5 years ago
Interview: Curating Investing Content & Sharing Knowledge with Tadas Viskanta of Abnormal Returns & Ritholtz Wealth Management

The volume of financial content that is produced these days can be completely overwhelming. Filtering through it to find the best articles is a task that most investors just don’t…

What Bitcoin Taught Me About Risk & Reward In Investing & Life
5 years ago
What Bitcoin Taught Me About Risk & Reward In Investing & Life

In 2015, my firm Validea hired a technology consultant who was also building a company utilizing blockchain technology. At the time, the consultant suggested, “You know, you should take a…

Why Growth Investing Is Harder Than You Think (Ep. 47)
5 years ago
Why Growth Investing Is Harder Than You Think (Ep. 47)

Growth investing has seemed easy in the past decade. Growth stocks have easily outpaced both value stocks and the market, which has led to great performance for many growth strategies.…

Interview: A Multi-Disciplinary Approach To Investing & Learning With Nir Kaissar (Ep. 46)
5 years ago
Interview: A Multi-Disciplinary Approach To Investing & Learning With Nir Kaissar (Ep. 46)

Investing in today’s world requires an ability to understand multiple disciplines. In addition to understanding markets and having the ability to put current events in a long-term context, it also…

Is Passive Investing Distorting the Market?
5 years ago
Is Passive Investing Distorting the Market?

By Jack Forehand, CFA (@practicalquant) I usually like to write articles where there is a clear conclusion at the end. I also usually like to write about topics that I…

Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)
5 years ago
Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)

It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…

The Role of Expectations in Investing
5 years ago
The Role of Expectations in Investing

By Jack Forehand, CFA (@practicalquant) I am not one to go out to fancy restaurants very often. Most of the time, I tend to prefer cooking at home to eating…

Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)
5 years ago
Why the S&P 500 is an Active Portfolio, and Other Observations on the Stages of Active Management (Ep. 44)

Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to…

Investing’s Real Magic Formula: Compounding
5 years ago
Investing’s Real Magic Formula: Compounding

“When it comes to saving, investing, and the power of compounding, starting earlier is better – a lot better.” – Joel Greenblatt The quote is not taken from Joel Greenblatt’s…

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Recent Original Research
July 29, 2025
Ten Top Momentum Stocks – July 2025
Momentum investing leverages the market phenomenon where outperforming stocks tend to maintain their strong performance by focusing on securities that consistently exceed both peer companies and market benchmarks. This disciplined approach goes beyond merely following price increases,...
July 28, 2025
Powering the Future: 5 Utility & Energy Stocks...
The energy sector is at a pivotal moment. With the Trump administration signaling strong support for the energy sector, rolling back regulations to encourage domestic production, and championing U.S. leadership in the AI revolution, the backdrop for...
July 26, 2025
Ten Top Wide Moat Stocks – July 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats can represent opportunities for long-term investment success. These businesses possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational efficiencies, or unique...
July 25, 2025
Ten Top Peter Lynch GARP Stocks
Validea's investment methodology draws from Peter Lynch's successful track record managing Fidelity's Magelion Fund, implementing a Growth at a Reasonable Price (GARP) strategy that identifies expanding businesses with rational valuations. The framework emphasizes the PEG ratio, which...
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