In this episode of Two Quants and a Financial Planner, we dig into the biggest lessons we learned from investing legend Guy Spier. Drawing from our extensive interview with Guy,…
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The One Investing Lesson: Michael Mauboussin & Base Rates
Michael Mauboussin on the importance of base rates in investing and life. Follow Excess Returns on TikTok to hear top investing lessons from top investors, market experts and thought leaders.…
Top 10 High Shareholder Yield Stocks - October 2024
Shareholder yield is a comprehensive measure of the value a company returns to its shareholders through various means. It combines three key components: dividend yield, share repurchases, and debt reduction.…
Validea's Market Valuation Update - October 2024
Here is the latest update for October from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Investing in a Flows Driven World | Cem Karsan
In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We…
Counterintuitive Investing Ideas That Could Lead to Better Performance
Investing presents an interesting paradox: the approaches that are most effective in attracting capital and clients often prove to be the least successful in generating optimal long-term outcomes. Common practices…
Validea's Benjamin Graham Strategy: A Time-Tested Approach to Value Investing
Benjamin Graham, known as the “Father of Value Investing,” developed a conservative, risk-averse approach to stock selection that focused on preserving capital while seeking long-term growth. Validea has created a…
Validea's Top Warren Buffett Stocks - October 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims…
Practical Lessons from Chris Davis
In this episode of Two Quants and a Financial Planner, we dive deep into the investing wisdom of Chris Davis, exploring eight valuable lessons from our interview with this renowned…
Five Guru-Approved David Tepper Holdings
David Tepper is one of the most successful hedge fund managers of the past few decades. He founded Appaloosa Management in 1993 and has built a reputation as a savvy…