Invest Like Wall Street Legends

Analysis using 10+ guru models.

Since 2003, our guru strategies have outperformed the market by as much as 428.1%

Guru Based on Return
Motley Fool 570.6%
Peter Lynch 391.4%
Martin Zweig 374.1%
Kenneth Fisher 362.5%
Benjamin Graham 314.6%
James P. O'Shaughnessy 220.6%
Warren Buffett 158.1%
Joseph Piotroski 151.2%
John Neff 116.8%
David Dreman 111.0%
Joel Greenblatt 104.1%

Recent Articles by Validea Founder John Reese

8/16/2017

John Reese Globe and Mail Articles
The Globe and Mail

Why Apple is a Perfect Fit For Warren Buffett's Value Investment Strategy

Berkshire Hathaway's recent purchase of Apple shares has revived debate about whether the world's biggest tech company has become a value stock. After all, Berkshire's Warren Buffett made his fortune seeking out undervalued companies with strong fundamentals and dominant industry positions, and it's not hard to argue that Apple meets those criteria. Now, the iPhone maker is well on its way to becoming the world's first $1-trillion (U.S.) company. Its shares are up 45 per cent in the past year. Berkshire has about 130 million shares, a $20.2-billion stake. The Street recently figured Berkshire has made almost $3-billion from this investment.

8/14/2017

John Reese Forbes Articles
Forbes

Build An Investment Checklist Using Buffett's Investment Criteria

In this year's letter to Berkshire Hathaway shareholders, Warren Buffett refers to the conglomerate's "gradual shift from a company obtaining most of its gains from investment activities to one that grows in value by owning businesses." An article in the Wall Street Journal last month titled, "Warren Buffett's Berkshire Moves Away from Stock Picking," underscores the shift in the context of the conglomerate's offer to purchase power-transmission firm Energy Future Holdings for $9 billion in cash.

8/4/2017

John Reese NASDAQ Articles
NASDAQ.com

Where Have the Low P/E Stocks Gone? Here are Five to Consider

When Warren Buffett purchased his first shares of GEICO back in 1951, there were no funny commercials or talking lizard mascots to entice him. It was Buffett's limitless curiosity about the company's then-chairman Benjamin Graham-one of Buffett's professors at Columbia University as well as his mentor and "hero"--that led Buffett to visit Washington DC on a cold Saturday morning to visit what was then the General Employees Insurance Company.

Validea Hot List Newsletter

8/11/2017

Validea Hot List

Lynch Strategy Not Just Buy What You Know

When Peter Lynch took over as manager of Fidelity's Magellan Fund in 1977, fund holdings totaled approximately $20 million. During his tenure from 1977 to 1990, it generated returns averaging 29.2% per year compared to the S&P 500's 15.8%, making Lynch something of a legend. When he retired in 1990, the fund had grown to $14 billion, a 700-fold increase. But how he did it may surprise many people.

7/28/2017

Validea Hot List

Are Small-Caps Small Potatoes?

The small-cap universe doesn't hold the appeal it did in the wake of last year's presidential election, and large-cap growth names have resumed leadership of the market. But valuations and long-term prospects within the group could set it up for strong returns going forward.

7/14/2017

Validea Hot List

The Book to Market Model of Joseph Piotroski

A market guru that inspired one of the stock screening models we use at Validea, Joseph Piotroski was a trailblazer in the realm of quantitative investing, although he flew largely under the investing world radar. In 2000 the accounting professor at Stanford University wrote an academic paper that took Wall Street by surprise and was pivotal in the evolution of quantitative investing.

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