Invest Like Wall Street Legends



Since 2003, our guru strategies have outperformed the market by as much as 489.1%

Guru Based on Return
Motley Fool 664.5%
Benjamin Graham 578.8%
Martin Zweig 482.6%
Peter Lynch 446.4%
Kenneth Fisher 394.8%
James P. O'Shaughnessy 283.4%
Warren Buffett 219.8%
Joseph Piotroski 170.8%
John Neff 149.8%
Joel Greenblatt 132.2%
David Dreman 115.8%

Recent Articles by Validea Founder John Reese

6/12/2018

John Reese Forbes Articles
Forbes

Prolific Quant Investor Tweets Up A Storm, Plus Five Stocks For The Wise Investor

As an investor, knowing what you don't know could be just as important-if not more so-than knowing what you do. At least that's the gist of a recent tweetstorm by famed investor James O'Shaughnessy, CEO of O'Shaughnessy Asset Management and author of the classic investing tome "What Works on Wall Street" (1996). Bloomberg columnist Barry Ritholtz described the post as "intriguing," and one that addressed, "our own lack of understanding of our own lack of understanding." In an interview with Bloomberg last year, O'Shaughnessy argued: "I have come to the conclusion--after 30 years of doing this and seeing clients' behavior just continue to repeat itself," he says, "the majority of investors lack the emotional characteristics and the personality traits that allow them to go on to become successful investors."

6/10/2018

John Reese Globe and Mail Articles
The Globe and Mail

Why Value Investors Shouldn't Give Up Just Yet

While growth stocks continue to clobber value stocks, causing many investors to question their priorities, it's not time to declare the death of value investing. Sure, the technology-heavy Nasdaq is at yet another record high in the ninth year of a broad bull market, led by tech giants Facebook, Amazon.com, Netflix and Google parent Alphabet, not to mention Apple. The rotation back to value stocks that many people started to anticipate two years ago has yet to materialize in the face of this relentless growth-stock rally. Instead, it seems some well-known value investors have shifted their thinking after five years of losing out.

5/29/2018

John Reese Forbes Articles
Forbes

Berkshire, Apple And Other Buffett-Like Picks

In an article I wrote last year titled, "Why Doesn't Berkshire Just Buy More Apple?" I argued that CEO Warren Buffett might consider putting his bloated cash balances to work by taking a bigger bite of the tech behemoth that he already knew and loved. Turns out, he did just that. Despite weak demand for the iPhone X and growing saturation in the smartphone market, the Oracle of Omaha upped his Apple ante last quarter by a staggering 75 million shares (45%), bringing Berkshire's total stake in Apple to approximately 5%.

Validea Hot List Newsletter

6/15/2018

Validea Hot List

Don't Give Up On Value Just Yet

Value investors have reason to be impatient. Growth stocks have been clobbering value stocks for some time, and this prolonged bull market and growth stock rally has left even jaded professionals wondering whether the game has completely changed. Despite tech stocks' dazzling performance giving growth stocks a good name these days, it is value stocks that consistently win over a far longer period of time.

6/1/2018

Validea Hot List

The Difference Between What Sells and What Works

There is a disconnect in the asset management industry. The products that are the most effective at drawing in new investors are not the products that produce the best investor returns. In this issue, we take a look at some advertising tricks you should keep an eye out for.

5/18/2018

Validea Hot List

How to Keep Investing Perspective

Learning how to tune out the noise and focus on what matters is the biggest challenge in investing. Investors have to overcome the temptation to dwell on the short-term when it's the long-term view that matters. They have to have the discipline to stick to a strategy even if it appears to be faltering at the moment. Success comes with setting clear goals and tuning out the distractions.

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