Invest Like Wall Street Legends

Analysis using 10+ guru models.

Since 2003, our guru strategies have outperformed the market by as much as 421.5%

Guru Based on Return
Motley Fool 577.3%
Peter Lynch 443.6%
Martin Zweig 417.6%
Kenneth Fisher 409.1%
Benjamin Graham 386.9%
James P. O'Shaughnessy 250.6%
Warren Buffett 181.7%
Joseph Piotroski 172.1%
John Neff 140.4%
David Dreman 120.4%
Joel Greenblatt 108.5%

Recent Articles by Validea Founder John Reese

10/11/2017

John Reese TheStreet.com Articles
TheStreet.com

Why Doesn't Berkshire Just Buy More Apple?

Berkshire Hathaway (BRK.A) (BRK.B) still has a hefty wad of cash in its pocket (nearly $100 billion at the close of the second quarter), and Warren Buffett continues his search for ways to spend it. Last week, Berkshire Hathaway announced a deal to purchase around 40% of Pilot Travel Centers LLC -- one of the largest private companies in the U.S. and operator of Pilot and Flying J travel centers -- for an undisclosed amount. The Wall Street Journal called the deal "Berkshire's latest wager on traditional forms of transportation and U.S. economic growth." This on the heels of the summer's foiled plan to purchase power-transmission company Oncor for $9 billion (Sempra Energy swooped in with a higher bid). Earlier in the year, the $15 billion Berkshire committed for Kraft-Heinz's (KHC) purchase of Unilever (UN) unraveled. But Buffett isn't giving up.

10/10/2017

John Reese Forbes Articles
Forbes

6 Stocks That Fit Ken Fisher's Out Of the Box Selection Criteria

We all know that money doesn't grow on trees. But for billionaire investing giant Kenneth Fisher, they may be kissing-cousins. Before founding Fisher Investments, one of the largest money management firms in the world (overseeing about $90 billion in assets), a young Ken Fisher set out to study forestry at Humboldt University, but instead graduating in 1972 with a degree in economics. From 1984 to 2017, Fisher also wrote a column for Forbes magazine titled "Portfolio Strategy" (making him the longest continuously-running columnist in the magazine's history).

10/9/2017

John Reese Globe and Mail Articles
The Globe and Mail

Three Stocks to Watch For Investors Awaiting Value's Return

Technology stocks commanded the headlines this year until September, when out-of-favour stocks in the financial and health-care sectors heated up and people started talking about the return of the reflation trade. You may remember this from late last year, when investors were betting on deregulation and infrastructure spending to fuel global growth, egged on by central banks. The idea lost momentum in the spring, when the promised changes didn't happen immediately, but new talk about tax cuts in Washington has breathed new life into the trade. Some strategists are betting on a turning point.

Validea Hot List Newsletter

10/6/2017

Validea Hot List

Why Disciplined Investment Strategies are Best

Imagine a scenario in which you're unsure about directions, so you ask a friend if you could follow him in your car. He happily agrees, then tells you to turn right a mile before he does. In some ways, talk about strategies to protect investors from "black swan" events-negative occurrences that lead to significant market declines--is similarly puzzling.

9/22/2017

Validea Hot List

David Dreman and Investor Psychology

Psychologists have begun to recognize and understand the critical role Affect plays in people's decision-making and the manner in which our minds tag representations of objects or events with positive or negative feelings. In order to combat the impact Affect has on your decision-making processes, of course, you have to recognize it. Check out our latest newsletter to see how and how to defend against it.

9/8/2017

Validea Hot List

Go Back to School on your Investment Portfolio

Do you have a solid, go-to approach that is aligned with your risk profile and future goals? Are you sticking to that approach no matter what you hear on television or from friends and family? If not, these are questions that deserve your attention. Our latest newsletter gives you some ideas.

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 recieve 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