When evaluating investment opportunities in today’s unpredictable market, one metric stands out for its ability to reveal a company’s true financial health: free cash flow yield. This powerful indicator spotlights…
Behind the Madoff Scandal with a Trader on the Inside | Andrew Cohen
In this episode of Excess Returns, Matt Zeigler sits down with Andrew Cohen, who shares his extraordinary journey from Goldman Sachs trader to working directly with Bernie Madoff, and ultimately…
Ten Top NASDAQ 100 Stocks
The NASDAQ 100’s impressive rally in recent years had driven the index’s valuation metrics to premium levels, causing hesitation among value-focused investors. However, the substantial pullback witnessed in early 2025…
Finding Top Technology Stocks in the Market Wreckage
The recent correction in technology stocks during early 2025 has created potentially attractive entry points for discerning investors. Since February 2025, markets have experienced significant volatility, with technology stocks being…
The Colossal Mistake | Richard Bernstein on the Risks of Tariffs and Passive Investing
Join hosts Matt Zeigler and Justin Carbonneau as they sit down with Richard Bernstein, CEO and Chief Investment Officer of Richard Bernstein Advisors. In this insightful conversation, Rich shares his…
Ten Top S&P 500 Stocks After the Big Decline
The recent market correction has sent the S&P 500 tumbling nearly 20% at its lowest point, primarily driven by concerns over new tariff policies. While this volatility has rattled investors,…
Tariffs vs. Resilient Economy : Jim Paulsen on Who Wins
In this episode of Excess Returns, we are joined by Jim Paulsen of Paulsen Perspectives. We unpack the complexities of tariffs, Federal Reserve policies, and investor psychology amidst a turbulent…
Ten Top High Insider Ownership Stocks
When leadership holds a substantial stake in their company, they forge a powerful connection with investors. This skin-in-the-game approach creates natural incentives for executives and board members to make decisions…
Ten Stocks Meeting the Tests for Sustainable Growth
The G-Score framework, developed by Professor Partha Mohanram in 2005, offers investors a systematic approach to evaluating growth stocks. Functioning as a counterpart to Joseph Piotroski’s F-Score system for value…
100 Baggers Leave Fingerprints: Chris Mayer on How to Find Them
In this episode of Excess Returns, Matt Zeigler is joined by special co-host Bogumil Baranowski to sit down with Chris Mayer. As the author of the acclaimed book 100 Baggers:…