Invest Like Wall Street Legends

Since 2003, our guru strategies have outperformed the market by as much as 425.2%

Guru Based on Return
Motley Fool 600.3%
Benjamin Graham 485.0%
Martin Zweig 452.6%
Peter Lynch 435.4%
Kenneth Fisher 393.9%
James P. O'Shaughnessy 280.5%
Warren Buffett 205.8%
Joseph Piotroski 180.2%
John Neff 153.7%
David Dreman 126.6%
Joel Greenblatt 125.9%

Recent Articles by Validea Founder John Reese


John Reese Globe and Mail Articles
The Globe and Mail

Three Stocks That Pass the Momentum Model Test

The trick to value investing is finding cheap stocks of well-run companies that are about to rise but haven't yet caught the attention of investors. It is in some ways the opposite of investing based on price movements, or momentum, a strategy that involves picking stocks that are already on an upswing with the expectation they have further to run. Value investors are supposed to focus on a company's numbers and not be swayed by technical analysis, however. Momentum investing is, after all, partly a self-fulfilling prophecy.


John Reese Forbes Articles

Apple And 4 Other Stocks That Fit Buffett's Investing Style

The much-anticipated release of Warren Buffett's annual letter to Berkshire Hathaway (BRK.A) shareholders at the end of February ignited the internet with a flurry of market and investment commentary. Some focused on the Berkshire's hefty cash balances against the dearth of acquisition opportunities, while others expanded on the famous ten-year, million-dollar bet Buffett waged-and won-that the S&P 500 would outperform a bundle of hedge funds (selected by investor Ted Seides). Still others, like the Wall Street Journal's Jason Zweig, zeroed in on what Buffett chose not to mention in the letter-that over the same ten-year period, Berkshire Hathaway also failed to outperform the S&P 500 (returning only 7.7% annually versus the index's 8.5% return).


John Reese Forbes Articles

12 Stocks That Fit The Investment Strategies Of Buffett, Lynch, Dreman And O'Shaughnessy

In this year's letter to Berkshire Hathaway shareholders, legendary CEO Warren Buffett lists the characteristics he looks for when considering a company for purchase, which include durable competitive strengths, strong management, and "a sensible purchase price." For this stock market guru, "sensible" is gauged by evaluating the following quantitative criteria (as outlined in the book Buffettology)

Validea Hot List Newsletter


Validea Hot List

Lessons from Buffett's Annual Letter

Warren Buffett's annual letter to shareholders is an opportunity for investors to remind themselves of some valuable lessons. This year's letter contained insights on whether Buffett is seeing value in the market, on update on his bet that the S&P 500 would outperform a basket of hedge funds, and his views on the use of leverage. Our latest newsletter offers our take on the most valuable lessons from the letter.


Validea Hot List

The Pros and Cons of Buying Market Dips

Warren Buffett always says that investors should be fearful when others are greedy and greedy when others are fearful. But does buying during market declines really enhance returns over time? Check out our latest newsletter to get the facts.


Validea Hot List

Three Mantras for Investors

Last year was an anomaly. There hasn't ever been a year like 2017, when the S&P 500 rose each month. Investors tend to believe that the most recent results are what will happen in the future. But that can be dangerous. Warren Buffett has famously said investors should be "fearful when others are greedy and greedy when others are fearful." So betting on a continuation of that low volatility was inevitably going to be a losing bet, at least eventually.

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