Invest Like Wall Street Legends



Since 2003, our guru strategies have outperformed the market by as much as 373.2%

Guru Based on Return
Motley Fool 549.8%
Benjamin Graham 446.8%
Martin Zweig 430.5%
Peter Lynch 381.8%
Kenneth Fisher 327.3%
James P. O'Shaughnessy 252.1%
Warren Buffett 203.0%
Joseph Piotroski 147.5%
John Neff 127.1%
Joel Greenblatt 102.9%
David Dreman 102.8%

Recent Articles by Validea Founder John Reese

9/18/2018

John Reese Globe and Mail Articles
The Globe and Mail

These 3 Stocks Would Appeal to the All-Time Great Investors

If there's one lesson to be learned from observing the habits of some of the most successful investors over the years, it's discipline. This sounds a lot easier than it is in practice. Human nature is emotional, and its instinct is to flee danger. Despite good intentions, it's easy for investors to chase hot stocks, react impulsively to market swings and make rash decisions that end up being costly mistakes. Along the way, long-term goals get kicked to the side and the most carefully constructed plan can get derailed. Investing for the long-term means resisting short-term reactions.

8/17/2018

John Reese Globe and Mail Articles
The Globe and Mail

These Eight Stocks Are Buying Back Shares and Score Highly With Top Investing Strategies

The race to become the first US$1-trillion company ended this month when Apple Inc. crossed the finish line, but there are a few other tech companies also on the brink. Amazon Inc., Google parent Alphabet Inc. and Microsoft Corp. are within striking distance and Facebook Inc. isn't too far behind. If that group rings any bells for you, it's because most of them make up the much discussed FANG group of tech stocks that have driven the indexes higher for the better part of the last year. Some names briefly cooled off in the past month or so, but the group is still pushing technology as the S&P 500's leading sector.

8/14/2018

John Reese Forbes Articles
Forbes

Six Buffett-Inspired Stock Buys

When Mohnish Pabrai immigrated to the U.S. from India in the 1980s, he probably never imagined that some 20 years later he would be sitting down to lunch with Warren Buffett. Pabrai was introduced to Buffett nearly 25 years ago when he read Roger Lowenstein's book, Buffett: The Making of an American Capitalist. The book led him to Buffett's letters to Berkshire Hathaway (BRK.A) shareholders which, Pabrai said in a recent interview with online research platform Sumzero, "radically changed my life for the good-for the better, which was wonderful."

Validea Hot List Newsletter

10/19/2018

Validea Hot List

The Challenges of Timing the Market Like the Pros

The recent market upheaval has many people turning to market legends for advice, and it's easy to see why. These famous investors have made their names successfully navigating the markets over the long-term, and have survived many declines over that time. But that approach can be dangerous.

10/5/2018

Validea Hot List

The Trouble with Back Testing

It's well-known that investment managers struggle to keep up with the indexes a lot of the time. Somewhere between 80% and 90% of active managers fall short over the long term after fees are paid. Performance metrics are all the more complicated by testing scenarios from the past. The idea is that this back testing can lead to positive future results by weeding out the bad strategies. But that assumes nothing ever changes, which is almost never the case.

9/21/2018

Validea Hot List

When the Other Side Gets it Right

It's fair to say that a lot of us have been taking sides lately, digging in with our world views and unable to see how those who think differently could justify their view. Polarization and extremes are the new normal. But being able to see both sides is a crucial skill when it comes to picking stocks.

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