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Tag: Shorting

Record Shorts Against Cathie Wood’ Flagship ETF
4 years ago
Record Shorts Against Cathie Wood’ Flagship ETF

Short sellers have “ramped up bets against Cathie Wood’s flagship Ark innovation fund (ARKK) as belief in its strategy shows signs of faltering.” This according to a recent Financial Times…

5 years ago
Shorting is “Scarcely Worth the Bother”

A new study from a group of quants at the Netherlands-based firm Robeco—who examined the respective contributions to performance of both long and short equity positions—found that “the short position…

7 years ago
Greenblatt Mixes Active and Passive in One Fund

An article in Barron’s profiles the evolution of the Gotham index Plus fund, which was created by Gotham Asset Management founder Joel Greenblatt in an effort to “marry the steadiness…

Recent Original Research
May 12, 2025
Ten Top Technology Stocks
Technology stocks have enjoyed an impressive run over the past decade and are often viewed as expensive as a group. However, Validea's comprehensive analytical framework helps identify pockets of value within this sector. By evaluating stocks through...
May 10, 2025
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
May 9, 2025
Ten Top S&P 500 Stocks
The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
May 8, 2025
Ten Fundamentally Sound High Insider Ownership Stocks
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
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