Invest Like Wall Street Legends

Analysis using 10+ guru models.

Since 2003, our guru strategies have outperformed the market by as much as 434.5%

Guru Based on Return
Motley Fool 576.4%
Peter Lynch 403.7%
Martin Zweig 373.8%
Kenneth Fisher 371.1%
Benjamin Graham 337.5%
James P. O'Shaughnessy 215.2%
Warren Buffett 158.5%
Joseph Piotroski 144.4%
John Neff 119.7%
Joel Greenblatt 115.5%
David Dreman 102.7%

Recent Articles by Validea Founder John Reese

6/26/2017

John Reese Forbes Articles
Forbes

Be Like Buffett And Other Investor Greats And Shun Pessimism

In Daniel Kahneman's 2011 book Thinking, Fast and Slow, he writes, "The brains of humans and other animals contain a mechanism that is designed to give priority to bad news. By shaving a few hundredths of a second from the time needed to detect a predator, this circuit improves the animal's odds of living long enough to reproduce." Sounds a little off the beaten track of investing--but not so much. Kahneman won the 2002 Nobel Prize in Economics for his work on decision-making, and his theory of the brain's established penchant for the negative is echoed in a recent article by Morgan Housel (formerly of The Motley Fool and now with Collaborative Fund) titled, "The Seduction of Pessimism."

6/20/2017

John Reese Forbes Articles
Forbes

7 Keys To Success From Investing Greats Like Bogle, Buffett, Marks And Others

At the annual SkyBridge Capital industry conference (SALT) held last month in Las Vegas, billionaire Bill Ackman told a room full of hedge fund managers that after two years of double-digit portfolio losses (for his firm Pershing Square Capital Management) he is "ready for a comeback," according to a recent Reuters article. In a sideways reference to his firm's doomed bet on Valeant Pharmaceuticals, Ackman proclaimed, "The next investment you will hear from us isn't going to be some successful company trading near its highs." Ackman asserted that, instead, the firm would focus on high quality investments, adding, "When you put your hand in the fire and you get burned, you go back to a real focus on your core."

6/20/2017

John Reese NASDAQ Articles
NASDAQ.com

Finding the Next Super Stock Like Amazon is Much Harder Than You Think

Amazon's deal to buy Whole Foods Market, which gives the e-commerce giant the potential to disrupt yet another corner of the retail sales market, demonstrates for investors how hard it is to find that diamond-in-the-rough stock early on. When Amazon started out in the 1990s as an online bookseller, few people recognized its potential to remake the retail landscape. Debuting as a publicly traded stock in the spring of 1997 at a humble $18 a share, Amazon struggled in its first few years to win converts to its business model.

Validea Hot List Newsletter

6/16/2017

Validea Hot List

The Investing Strategy of John Neff

While relatively unknown outside Wall Street circles, John Neff earned guru investor status for his enviable track record while managing Vanguard's Windsor Fund. Neff focused on a stock's price-earnings ratio and considered the metric not only as a gauge for how much investors were willing to pay for every dollar of a company's earnings, but also as an indicator of the level of growth investors are expecting from a company in the future.

6/2/2017

Validea Hot List

Quant Investing Still Requires Discipline

As big hedge funds continue to corral teams of computer engineers to develop quantitative strategies, the jury is still out as to whether it will pay off. The Validea system, while based largely on quantitative criteria, looks at fundamentals, choosing stocks that meet criteria based on a company's underlying strength and value. These fundamental strategies, while not perfect, are the ones that have the potential to work over time.

5/19/2017

Validea Hot List

Ken Fisher and the Price to Sales Ratio

As the second earnings season of the year winds down, we're reminded of how much investors and the media focus on a company's profits and a stock's price-earnings ratio, the ubiquitous share valuation measure. While P/E is indeed a key tool to use when evaluating whether a stock presents a good opportunity, investing guru and author Kenneth Fisher will tell you it definitely isn't the only measure worth considering.

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