Value stocks—those trading at lower price-to-earnings, price-to-book, or other valuation metrics compared to the broader market—have historically outperformed growth stocks over extended periods. Despite recent underperformance, the long-term data supporting…
75% of Investors Will Disagree with These Ideas: Evidence Says They are True
In this episode, we dive into the most controversial takes from our podcast guests. Inspired by a brilliant question from Meb Faber (thanks, Meb!), we’ve compiled insights from top financial…
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, presented in “The Little Book That Beats the Market,” simplifies stock selection through a two-factor analysis. This method evaluates Return on Capital—measuring a company’s efficiency in generating…
Ten Top Peter Lynch Growth at a Reasonable Price Stocks
Peter Lynch, renowned for his management of Fidelity’s Magellan Fund, inspired a systematic investment model developed by Validea. This framework embodies the Growth At a Reasonable Price (GARP) philosophy, seeking…
Strategy of the Week: Martin Zweig Growth Investor Model
Validea’s Strategy of the Week highlights one of our guru-based models, offering an inside look at its fundamental criteria, why they matter, and the top stocks currently favored by the…
Ten Top Benjamin Graham Stocks
Benjamin Graham, often called the “father of value investing,” developed a systematic approach to finding undervalued stocks that has influenced investors for generations, including Warren Buffett. Graham’s strategy focuses on…
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders
In this episode, we break down key lessons from our conversation with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, exploring timeless investment principles and market dynamics that remain…
Where Price Meets Fundamentals: Ten Top Stocks with "Twin Momentum"
The Twin Momentum strategy combines price momentum with improving fundamentals to deliver enhanced market returns. This approach integrates traditional price analysis with fundamental evaluation to create a powerful stock selection…
Ten Top Technology Dividend Aristocrats
Technology dividend aristocrats are established tech companies that have consistently increased their dividend payments for at least 7 consecutive years, compared to the traditional 25-year requirement for S&P 500 dividend…
Ten High Fundamental Momentum Stocks
Fundamental momentum measures how a company’s operational and financial performance improves over time through metrics like return on equity, operating margins, and other key indicators. Unlike price momentum, which only…