Invest Like Wall Street Legends



Since 2003, our guru strategies have outperformed the market by as much as 377.9%

Guru Based on Return
Motley Fool 553.4%
Benjamin Graham 442.2%
Martin Zweig 420.8%
Peter Lynch 380.0%
Kenneth Fisher 323.2%
James P. O'Shaughnessy 250.6%
Warren Buffett 203.5%
Joseph Piotroski 148.0%
John Neff 123.7%
Joel Greenblatt 103.0%
David Dreman 100.1%

Recent Articles by Validea Founder John Reese

9/18/2018

John Reese Globe and Mail Articles
The Globe and Mail

These 3 Stocks Would Appeal to the All-Time Great Investors

If there's one lesson to be learned from observing the habits of some of the most successful investors over the years, it's discipline. This sounds a lot easier than it is in practice. Human nature is emotional, and its instinct is to flee danger. Despite good intentions, it's easy for investors to chase hot stocks, react impulsively to market swings and make rash decisions that end up being costly mistakes. Along the way, long-term goals get kicked to the side and the most carefully constructed plan can get derailed. Investing for the long-term means resisting short-term reactions.

8/17/2018

John Reese Globe and Mail Articles
The Globe and Mail

These Eight Stocks Are Buying Back Shares and Score Highly With Top Investing Strategies

The race to become the first US$1-trillion company ended this month when Apple Inc. crossed the finish line, but there are a few other tech companies also on the brink. Amazon Inc., Google parent Alphabet Inc. and Microsoft Corp. are within striking distance and Facebook Inc. isn't too far behind. If that group rings any bells for you, it's because most of them make up the much discussed FANG group of tech stocks that have driven the indexes higher for the better part of the last year. Some names briefly cooled off in the past month or so, but the group is still pushing technology as the S&P 500's leading sector.

8/14/2018

John Reese Forbes Articles
Forbes

Six Buffett-Inspired Stock Buys

When Mohnish Pabrai immigrated to the U.S. from India in the 1980s, he probably never imagined that some 20 years later he would be sitting down to lunch with Warren Buffett. Pabrai was introduced to Buffett nearly 25 years ago when he read Roger Lowenstein's book, Buffett: The Making of an American Capitalist. The book led him to Buffett's letters to Berkshire Hathaway (BRK.A) shareholders which, Pabrai said in a recent interview with online research platform Sumzero, "radically changed my life for the good-for the better, which was wonderful."

Validea Hot List Newsletter

10/19/2018

Validea Hot List

The Challenges of Timing the Market Like the Pros

The recent market upheaval has many people turning to market legends for advice, and it's easy to see why. These famous investors have made their names successfully navigating the markets over the long-term, and have survived many declines over that time. But that approach can be dangerous.

10/5/2018

Validea Hot List

The Trouble with Back Testing

It's well-known that investment managers struggle to keep up with the indexes a lot of the time. Somewhere between 80% and 90% of active managers fall short over the long term after fees are paid. Performance metrics are all the more complicated by testing scenarios from the past. The idea is that this back testing can lead to positive future results by weeding out the bad strategies. But that assumes nothing ever changes, which is almost never the case.

9/21/2018

Validea Hot List

When the Other Side Gets it Right

It's fair to say that a lot of us have been taking sides lately, digging in with our world views and unable to see how those who think differently could justify their view. Polarization and extremes are the new normal. But being able to see both sides is a crucial skill when it comes to picking stocks.

We wrote the book on beating the market

Validea researched history's top stock pickers and developed computer models that mimic the approaches these gurus used to beat the market over lengthy periods of time. Subscribing to Validea is like having these experts as your personal financial advisor.

Guru Investor Book - Validea View on Amazon

Start Your Risk-Free Trial

As a Validea subscriber, you'll receive the following benefits:

Guru Analysis

Analysis of any stock using the proven strategies of investment legends like Warren Buffett, Benjamin Graham and Peter Lynch.

Model Portfolios

Twelve different model portfolios, each of which chooses stocks using one of our individual Guru Strategies. Two consensus-based portfolios that buy and sell stocks based on a blend of our individual Guru Strategies.

Stock Screener

Screen for stocks that pass the strategies of investment legends such as Joel Greenblatt, James O'Shaughnessy and Martin Zweig.

Hot List

Our bi-weekly newsletter provides an in-depth look at our flagship Hot List portfolio, which has substantially outperformed the S&P 500 since its July 2003 inception.

Ratings Changes

Daily updates on which stocks have been upgraded or downgraded by our guru-inspired models. When a stock's fundamentals falter, you'll know right away.

Sign Up Today