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Day: July 3, 2023

Seek Out the Most Inefficient Pockets, Says Klarman
5 months ago
Seek Out the Most Inefficient Pockets, Says Klarman

Do college graduates looking to get into public markets have the same opportunities now than they did in 1979? That question was posed by CNBC to well-known investor Seth Klarman,…

Arnott: Fed Will Destroy Economy To Save It
5 months ago
Arnott: Fed Will Destroy Economy To Save It

“The Fed’s goal is to destroy the economy in order to save it,” says Research Affiliates’ founder and chairman Rob Arnott in an interview with Fox Business News, using the…

Lessons from the Epsilon Connect Conference
5 months ago
Lessons from the Epsilon Connect Conference

In early June, Matt attended the Epsilon Connect conference. The conference brought together a diverse group of people with a common goal of understanding how narratives and media bias affect…

Using Peter Lynch's GARP Method To Find New Stock Ideas
5 months ago
Using Peter Lynch's GARP Method To Find New Stock Ideas

Introducing “Validea’s Stock Screen of the Week,” a new series on the Validea YouTube Channel. Join us as we explore the strategies of renowned investors such as Warren Buffett, Peter…

Building a Six Factor Model Using Intangible Value with Kai Wu
5 months ago
Building a Six Factor Model Using Intangible Value with Kai Wu

In this episode, we speak with Sparkline Capital founder Kai Wu about his excellent recent paper “Intangible Value: A Sixth Factor”. We discuss his research on the importance of intangible…

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November 29, 2023
Optimism vs. Pessimism: Defining Your Investing Future
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Optimism is defined as the "hopefulness and confidence about the future or the successful outcome of something." Pessimism is defined as "a tendency to see the worst aspect of things or believe...
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Why It’s Great to be an Investor Now...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — This may seem like a strange headline given the path of stocks over the past two years. Many equity investors, particularly in the small-cap space, are likely looking at their portfolio values...
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Investing In Sectors: A Look at the 11...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in...
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Navigating the Magnificent Seven’s Fundamentals
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far...
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