The tech sector evolves quickly, and that can turn one-time stars into afterthoughts in the blink of an eye. But Validea CEO John Reese says it’s not yet time to…
Tag: Validea
Reese On The "Quality-Value Synthesis"
Many of history’s best investors have been big proponents of investing in “quality” stocks — those that generate high returns on equity and assets, and strong, consistent margins. But Validea…
HowTo Identify A Moat, Guru-style
In his latest column for Seeking Alpha, Validea CEO John Reese looks at how Warren Buffett — and other gurus — have gone about identifying companies with “economic moats”. (more…)
Small Caps for a Strong Dollar Environment
The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US…
Great Pages: Peter Lynch on The Mayans and "Penultimate Preparedness"
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
How John Neff Beat The Market For 30 Years
Every other issue of the Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the John Neff-inspired strategy, up 19.0%…
Great Pages: John Neff Calls The Internet Bubble
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
The Best Investment Strategist You've Never Heard Of
Not all investment gurus are famous Wall Street fund managers or outspoken activist investors. That’s what Validea CEO John Reese says in his latest article for Seeking Alpha, in which…
A Sector That Should Benefit From The Oil Plunge
In his latest Forbes.com column, Validea CEO John P. Reese looks at one area of the market that he says should be helped by the recent tumble in oil prices: consumer discretionary stocks.…
Buffett-Inspired Bargains In The Great White North
In a recent piece for Canada’s Globe and Mail, John Heinzl used Validea’s Warren Buffett inspired strategy to look for market bargains in Canada. (more…)