The Big Picture

OCTOBER 30, 2024

And on today’s edition of At the Money, we’re going to discuss how you can participate in shareholder yield and get more out of dividends to help us unpack all of this and what it means for your portfolio. Because of the valuation gap looks about the best it’s ever looked, uh, over the past decade.

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A Wealth of Common Sense

SEPTEMBER 16, 2024

Today’s Talk Your Book is sponsored by Victory Capital: On today’s show, we spoke with Michael Mack of Victory Capital to discuss their small cap and large cap free cash flow strategies.

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A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

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A Wealth of Common Sense

AUGUST 14, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies.

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The Big Picture

MAY 22, 2025

Morgan Housel wrote a new book, The Art of Spending Money, Simple Choices for a Richer Life. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. The book has received widespread acclaim and has sold over 7 million copies worldwide.

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Validea

JUNE 9, 2025

Their dominance has fueled strong index-level returns – but also led to stretched valuation multiples across the broader market. Other valuation metrics tell a similar story: Price-to-Sales and Price-to-Book ratios for the index are elevated. 5% UAL United Airlines 7.7 4.2 – 0.0% 3% LEN Lennar Corp 7.9 1% CMCSA Comcast 8.5

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Trade Brains

APRIL 3, 2023

Best Value Investing Books For Stock Market Investors: Hi there. Past few weeks, I’ve received dozens of emails regarding the suggestions on best value investing books. That’s why I decided to write this blog discussing my personal favourite value investing books which I highly recommend to my readers to read. And, I agree!!

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Validea

DECEMBER 18, 2024

Valuation plays a crucial role in the final selection. Additionally, the combined price-to-earnings and price-to-book ratios cannot exceed 22. By applying these rigorous standards, investors can build a portfolio of established businesses with strong fundamentals and compelling valuations.

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Abnormal Returns

JANUARY 10, 2024

awealthofcommonsense.com) The 60/40 portfolio had a big comeback in 2023. entrylevel.topdowncharts.com) Strategy 12 lessons the markets taught investors in 2023 including 'Valuations cannot be used to time markets.' newsletter.abnormalreturns.com) Mixed media How to read more books in 2024 by swapping doomscrolling for reading.

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Trade Brains

AUGUST 18, 2023

Best Vijay Kedia Portfolio Stocks: Many investors keep a close eye on stock buys and sales of ace investors for ideas and inspiration. In this article, we’ll look at the best Vijay Kedia portfolio stocks and see if they can be an interesting opportunity for us as well. Price to Book Value 6.63 Book Value ₹52 Debt to Equity 0.6

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The Big Picture

MAY 17, 2024

We discuss what her valuation models are showing: “I think that where we are today is actually a reasonably healthy point for equities…I don’t worry as much about big cap companies that everybody is tracking and watching and monitoring.” Subramanian is on the advisory board of the UCLA Master of Financial Engineering program.

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The Big Picture

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity.

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Validea

DECEMBER 12, 2024

They explore several fascinating market insights, including: Why high bond yields don’t necessarily translate to high returns The dramatic outperformance of U.S.

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The Irrelevant Investor

AUGUST 13, 2023

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss large Cap Strategies. The post Talk Your Book: Large Cap Alpha appeared first on The Irrelevant Investor.

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Validea

NOVEMBER 2, 2024

Beyond Cheap: Quality Matters While valuation was crucial, Dreman wasn’t interested in just any cheap stock. A 10-stock portfolio based on his criteria returned 79.2% The portfolio maintained a beta of roughly 1.0, Defining a Contrarian Stock How exactly did Dreman identify contrarian opportunities?

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The Big Picture

NOVEMBER 26, 2024

To help us unpack all of this and what it means for your portfolio, let’s bring in Matt Hogan. I remember looking up websites in a book, which I now sounds absolutely insane, but technology has advanced. And the second, is you need to size your portfolio appropriately. Let’s start with just the basics, Matt.

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The Big Picture

MAY 20, 2025

How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? And, and if you want more details, there’s a book called To Stop a warlord that Shannon Davis wrote. When most people hear value, they immediately think, you know, low pe, low price to book ratio.

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Validea

MARCH 20, 2025

Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth BCC BOISE CASCADE CO 100 $100.36 $3,807 10.5 Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. BG BUNGE GLOBAL SA 100 $75.24 $10,080 9.3

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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

NOVEMBER 2, 2024

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

JANUARY 21, 2025

The Magic Formula, introduced in “The Little Book That Beats the Market,” simplifies the complexity of stock selection into a straightforward two-part analysis. By focusing on both factors simultaneously, investors can discover high-quality companies trading at reasonable valuations. 7.70 $833 9.5 6.22 $444 5.3 6.57 $662 7.7

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Validea

APRIL 26, 2025

Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth BCC BOISE CASCADE CO 100 $95.51 $3,633 10.0 Here are the top 10 stocks using Validea’s Benjamin Graham strategy for April of 2025. BG BUNGE GLOBAL SA 100 $80.91 $10,839 10.0

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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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Abnormal Returns

JANUARY 18, 2023

(allstarcharts.com) Why 2022 was an unusually bad year for the 60/40 portfolio. institutionalinvestor.com) Startup valuations trended down in the second half of 2022. Then check out our (newsletter.abnormalreturns.com) Mixed media How to use Substack to write a book and bypass the publishing houses. rationalwalk.com).

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Validea

MAY 28, 2025

Each model looks at factors such as earnings consistency, return on equity, valuation, and financial strength, then assigns a score to every stock based on how closely it aligns with these principles. Valideas system evaluates stocks using a wide range of fundamental criteria derived from time-tested investing approaches.

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Validea

MARCH 13, 2025

Historically, buying stocks with low prices relative to earnings, book value, and cash flows has delivered superior returns over time. His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Reasonable Price/Book Ratio (P/B P/E 22) A safeguard against excessive valuations.

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Validea

MARCH 27, 2025

In his best-selling book, One Up on Wall Street , he broke down the art of investing into plain-English wisdom. By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. Lynch was also a gifted communicator.

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Validea

MARCH 24, 2025

The Magic Formula, presented in “The Little Book That Beats the Market,” simplifies stock selection through a two-factor analysis. What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation.

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The Big Picture

AUGUST 21, 2024

Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. His newest book, “ The Corporate Life Cycle: Business Investment and Management Implications ” is out today. He has written numerous books on valuation and finance.

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Validea

JANUARY 18, 2025

Valuation metrics provide the final filter. Additionally, when adding the P/E and price-to-book ratios together, the sum must stay below 22. Ticker Company Name Price Market Cap ($mil) P/E Ratio Price/Sales Relative Strength Price/Book Price/Cash Flow Dividend Yield Long-Term EPS Growth CEIX CONSOL Energy Inc. 70.00 $2,500 8.5

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Validea

MAY 21, 2025

The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. Ticker Company Name P/E/Growth Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield AX AXOS FINANCIAL INC 100 $71.91 $4,054 9.8

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The Big Picture

JANUARY 9, 2023

The standard portfolio of 60% stocks and 40% bonds just delivered one of its worst years in history. Venture capital’s reckoning looms closer : Valuations on holdings will have to converge sooner rather than later with listed tech sector ( Financial Times ). . • Your Investing Strategy Just Failed. It’s Time to Double Down.

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Validea

FEBRUARY 27, 2025

The Magic Formula, introduced in “The Little Book That Beats the Market,” distills the complexity of stock selection into a straightforward two-part analysis. By focusing on both factors simultaneously, investors can uncover high-quality companies trading at reasonable valuations. LEN LENNAR CORP 100 $121.52 $32,126 8.5

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The Irrelevant Investor

DECEMBER 16, 2018

Today's Animal Spirits Talk Your Book is presented by iShares On today's episode, we discuss: Is market cap weighting really sub-optimal? Structuring a multi-factor portfolio. Constraining a portfolio when investing outside of the U.S. Can factor investing replace old-school active management? S&P envy.

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Validea

MAY 1, 2025

Rather than chasing short-term market trends or speculative opportunities, Buffett seeks companies with proven management, consistent earnings power, and predictable cash flows that trade at reasonable valuations. Only after a company passes these comprehensive quality filters does valuation enter the equation.

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The Big Picture

MARCH 20, 2024

But today, data is widely available and it’s a key tool you can use to enhance your portfolio returns. Portfolio management was a lot less evidence-based than it is today. To help us unpack all of this and what it means for your portfolio, let’s bring in Jim O’Shaughnessy. market volatility.

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Trade Brains

JULY 12, 2022

Both these growth stocks and value stocks are considered very important while building your stock portfolio. Many times, while picking stocks you might have wondered why people are buying the stocks which are trading at a high valuation whereas conceptually most intelligent investors are looking for a low valuation and lower PE.

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