Validea

JANUARY 4, 2025

Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims to emulate Buffett’s long-term, value-based approach to investing.

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Validea

MAY 1, 2025

Warren Buffett’s investment philosophy, cultivated over decades of exceptional market performance, centers on a simple yet powerful principle: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Start investing like the Oracle of Omaha today!

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Validea

APRIL 26, 2025

Benjamin Graham, widely recognized as value investing’s founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for April of 2025.

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Validea

JUNE 2, 2025

Warren Buffett has built his investment approach around one core idea developed through decades of market success: purchasing outstanding companies at reasonable prices beats buying mediocre companies at bargain prices. Valuation considerations only come into play after companies meet these thorough quality standards.

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Advisor Perspectives

DECEMBER 3, 2024

markets digesting disinflation with extreme valuations and concentration risk among mega-cap stocks, U.S. large-caps as we head into 2025. small-cap stocks may provide an attractive entry point relative to U.S.

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Trade Brains

JUNE 6, 2025

Diversification: Diversifies investments across different market capitalizations. Also read: Top Hybrid Mutual Funds in India to Keep on Your Radar in 2025 4. crore 1-Year Return : ~28% Expense Ratio : ~0.65% Why it stands out : HDFC brings stability and a conservative investment style. Why Opt for Multicap Funds?

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Trade Brains

JUNE 6, 2025

The club is well-supported and has been investing in new players, staff, and facilities. billion) Since being taken over by the Saudi-backed Public Investment Fund, Newcastle United’s financial status has improved rapidly. Still, the club remains one of the richest, backed by American owner Todd Boehly’s investment group.

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Validea

FEBRUARY 15, 2025

The NASDAQ 100’s remarkable ascent over recent years has undoubtedly pushed the index’s overall valuation metrics to elevated levels, raising concerns among value-conscious investors. This broad valuation expansion has led some market participants to dismiss the entire index as overvalued. Take a Free Trial Today!

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Validea

MARCH 9, 2025

The recent correction in technology stocks during early 2025 has created potentially attractive entry points for discerning investors. Validea’s comprehensive analytical framework evaluates stocks through 22 distinct investment strategies pioneered by history’s most successful investors. Take a Free Trial Today!

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Validea

APRIL 15, 2025

The NASDAQ 100’s impressive rally in recent years had driven the index’s valuation metrics to premium levels, causing hesitation among value-focused investors. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions. Take a Free Trial Today!

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Validea

MARCH 12, 2025

The NASDAQ 100’s remarkable ascent over recent years pushed the index’s valuation metrics to elevated levels, raising concerns among value-conscious investors. However, the significant correction experienced in early 2025 has created a new landscape where fundamentally sound companies can be identified amid the broader decline.

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Validea

MAY 28, 2025

Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. Valideas system evaluates stocks using a wide range of fundamental criteria derived from time-tested investing approaches. Here are the top 10 low volatility stocks for May of 2025. NEU NEWMARKET CORP $646.38 $6,098 12.9

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Validea

MARCH 20, 2025

Benjamin Graham, often called the “father of value investing,” developed a systematic approach to finding undervalued stocks that has influenced investors for generations, including Warren Buffett. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions.

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Zoe Financial

MARCH 3, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA March 3rd, 2025 Watch Time: 4 min. despite beating earnings expectations, showing high valuation pressure. Earnings: 2025 estimates still project double-digit growth, with non-tech sectors performing well. Welcome to this week’s Market Drama!

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Advisor Perspectives

APRIL 3, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

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Advisor Perspectives

MARCH 6, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio , a key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

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Validea

MARCH 7, 2025

Validea’s comprehensive screening system, which integrates 22 different investment methodologies, has identified ten S&P 500 companies with strong fundamental characteristics. Here are the top 10 most fundamentally sound stocks within the index using our guru models as of March of 2025. PHM PULTEGROUP INC $108.27 $21,920 7.4

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Validea

MARCH 27, 2025

Valideas Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. In his best-selling book, One Up on Wall Street , he broke down the art of investing into plain-English wisdom. His wit and accessible ideas helped popularize equity investing for everyday investors.

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Advisor Perspectives

FEBRUARY 6, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31st, it was 4.54%.

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Validea

JANUARY 15, 2025

Additionally, they frequently trade at more attractive valuations compared to their growth-focused counterparts, potentially offering better downside protection and the opportunity for multiple expansion if market sentiment shifts. UBS UBS Group AG 19.7% $30.69 $106,162 35.7 SPNT SiriusPoint Ltd 19.4% $14.22 $2,302 8.8 18.4% $92.34 $34,742 6.2

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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!

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Validea

APRIL 10, 2025

While this volatility has rattled investors, it also presents a compelling opportunity to identify fundamentally sound companies trading at more attractive valuations. Here are the top 10 most fundamentally sound stocks within the index using our guru models as of April of 2025. TMUS T-MOBILE US INC $254.90 $291,031 26.4

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Validea

MARCH 13, 2025

This Weeks Featured Strategy: The Benjamin Graham Value Investor Model This week, we turn to one of the most foundational and influential investment strategies ever createdthe Benjamin Graham Value Investor Model , based on principles laid out in Grahams classic, The Intelligent Investor. Example : A P/B ratio of 1.3

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Validea

MAY 13, 2025

Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Insights from academic research identifying persistent market anomalies and value-creating factors.

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Trade Brains

JUNE 6, 2025

billion as of June 2025. Improved financing also supports economic activity and encourages manufacturers to invest in new models and expand capacity. Lower borrowing costs may lead to more investment and consumer spending, which would increase demand for gold as a store of wealth. The CPI inflation target for FY26 is set at 3.7

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Validea

FEBRUARY 13, 2025

Using Validea’s comprehensive analytical framework, which evaluates stocks through the lens of 22 distinct investment strategies pioneered by some of the most successful investors in history, we’ve uncovered several promising technology companies. Take a Free Trial Today! IBEX IBEX LTD $26.48 $349 12.5

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Validea

FEBRUARY 12, 2025

Using a sophisticated screening methodology that synthesizes 22 distinct investment approaches, Validea has identified ten companies within the S&P 500 that exhibit compelling fundamental characteristics. Here are the top 10 most fundamentally sound stocks within the index using our guru models as of February 2025. 6.6% -2.3%

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Validea

JANUARY 18, 2025

This approach, developed by Validea based on Benjamin Graham’s investment principles, uses specific criteria: A company must first meet basic operational requirements: annual revenue exceeding $340 million and five consecutive profitable years. Valuation metrics provide the final filter. Take a Free Trial Today! 70.00 $2,500 8.5

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Validea

MARCH 1, 2025

The Validea Warren Buffett model, inspired by Mary Buffett’s “Buffettology,” embodies Warren Buffett’s systematic investment approach focused on long-term value. Visit Validea.com to access in-depth stock analysis and tools designed to emulate Buffetts proven investment principles. FIX COMFORT SYSTEMS USA, INC.

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Validea

JANUARY 23, 2025

In an era of market volatility and economic uncertainty, value investing continues to prove its worth as a time-tested strategy for building long-term wealth. Discover how Valideas models can help you identify high-quality, long-term investments, even in changing market conditions. Take a Free Trial Today!

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The Big Picture

MAY 22, 2025

At The Money: The Art of Spending Money with Morgan Housel (May 22, 2025) Is there an art to spending your own money? We spend a lot of time discussing earning and investing money, but how often do we really think deeply about spending it? And at that point, forget the spreadsheets, forget the like the valuation comps.

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Zoe Financial

JANUARY 6, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! JP Morgan conducted a study comparing the return profile for the S&P 500 when investing at all-time highs versus any random day. Will the third year also be strong?

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Validea

JANUARY 18, 2025

Finding stocks that satisfy both Warren Buffett’s quality-focused investment approach and Peter Lynch’s growth-at-a-reasonable-price strategy can help identify exceptionally strong companies. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. ROE averages 15.2%

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The Big Picture

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. We learned everything, you know, across from accounting to auditing to, to tax and valuation.

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Validea

APRIL 16, 2025

When evaluating investment opportunities in today’s unpredictable market, one metric stands out for its ability to reveal a company’s true financial health: free cash flow yield. This powerful indicator spotlights businesses that excel at converting their operations into tangible cash resources relative to their market valuation.

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Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for March of 2025. Take a Free Trial Today!

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Validea

FEBRUARY 27, 2025

By focusing on both factors simultaneously, investors can uncover high-quality companies trading at reasonable valuations. What makes the Magic Formula particularly valuable in today’s information-saturated investment landscape is its ability to cut through market noise and emotional decision-making. Take a Free Trial Today!

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