Investors optimistic about the post-pandemic world are channeling cash into “riskier companies acutely sensitive to the economic cycle—led by the famed resurgence in the value factor,” according to a recent…
Tag: Quantitative Strategies
Six Potential Metrics to Help Limit Value Traps
Deep value investing is about buying companies that other investors don’t want. It is about investing in companies where the current situation doesn’t look great – actually in many cases…
Quantifying The Motley Fool’s Small Cap Growth Investment Strategy (Ep. 79)
The Motley Fool is not known for their quantitative models. They are known for a discretionary growth style of investing that attempts to identify game changing companies and then holds…
The Five Horsemen of Valuation Ratios
No, this isn’t an article about pro wrestling, Ric Flair and his sidekicks. Rather, it’s an introductory piece on the different ratios used to assess whether or not a stock…
Validea's Jack Forehand on Zona Value Club Talking The Quant Strategies Of Great Investors
Jack appeared on the Zona Value podcast. He discussed the history of Validea, some lessons from applying our strategies to the real world, and the recent underperformance of value investing.