Validea

JUNE 30, 2025

Validea builds its investment strategy around Peter Lynch’s proven methods from his tenure at Fidelity’s Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. may signal attractive growth stocks trading below fair value. Take a Free Trial Today!

Debt Management 52

Debt Management Banking Valuation Economics 52

Validea

MARCH 20, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today! BG BUNGE GLOBAL SA 100 $75.24 $10,080 9.3 3.6% -5.3% BZH BEAZER HOMES USA INC 100 $22.16 $691 5.6 7.9% -0.4%

Valuation 52

Valuation Debt Management Assets Investing 52

Validea

MARCH 1, 2025

Management effectiveness is evaluated by their ability to produce at least a 12% return on retained earnings, demonstrating wise use of shareholders’ capital. The model emphasizes prudent debt management, restricting long-term debt to no more than five times annual earnings to ensure financial flexibility.

Debt Management 52

Debt Management Valuation Investing Investments 52

Validea

MAY 21, 2025

Validea’s investment approach is based on Peter Lynch’s strategies from his days managing Fidelity’s Magellan Fund. The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. potentially indicating undervalued growth opportunities. Take a Free Trial Today!

Insurance 52

Insurance Debt Management Banking Valuation 52

Validea

JANUARY 18, 2025

LPL Financial Holdings (LPLA) This investment advisory firm earns perfect scores by combining strong growth with reasonable valuations. and the company carries minimal debt. Management has generated a 22.7% Value Proposition : Despite strong growth, each trades at reasonable valuations with PEG ratios well below 1.0,

Financial Services 52

Financial Services Valuation Banking Debt Management 52

Validea

MAY 20, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for May of 2025. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today! BG BUNGE GLOBAL SA 100 $80.91 $10,839 10.0 3.3% -5.4% CRI CARTER’S INC 100 $33.87 $1,220 6.6 1.1% -5.8%

Debt Management 52

Debt Management Valuation Investing Investments 52

The Big Picture

JANUARY 27, 2025

There was a group called IDM, which was Institutional Debt Management that was purchased out of First Union Bank. It was really a CLO and loan manager. And keeping that in mind that, that, you know, that’s the fundamental for all investments and what investments that are people are made and ultimately valuations.

Assets 147

Assets Insurance Investing Investments 147