Abnormal Returns

SEPTEMBER 6, 2024

ritholtz.com) Semiconductors Trying to put a valuation on Nvidia ($NVDA). worksinprogress.co) Global China is investing in so-called 'connector countries' like Mexico. sherwood.news) What does the collapse in dollar store sales tell us about the economy? Strategy Three reasons why the stock market declines. unemployment rate.

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Financial Advising Media Valuation Economy 287

Validea

DECEMBER 11, 2024

Here is the latest update for December from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

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Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? minneapolisfed.org) Heavy truck sales rose in January. silverlightinvest.com) Companies Why are companies holding more cash these days?

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Financial Advising Media Valuation Economy 264

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. Lets break it down ( click here to see the full bracket).

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Investing Investments Valuation Advertising 78

Validea

NOVEMBER 9, 2024

Martin Zweig may have owned one of the most expensive penthouses in Manhattan, but his path to wealth was paved with disciplined, methodical investing rather than risky speculation. By high school, he had already set his sights on becoming a millionaire through stock investing.

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Abnormal Returns

MAY 8, 2023

kitces.com) David Armstrong talks with Larry Swedroe of Buckingham Strategic Wealth about how he talks with advisers about investing topics. riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). wealthmanagement.com) Daniel Crosby talks with Michael Thomas Jr.

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Wealth Management Estate Planning Taxes Valuation 246

Nerd's Eye View

OCTOBER 18, 2023

A key value proposition for financial advisors is helping clients avoid common behavioral biases that can lead to suboptimal investment decisions. Which often leads to advisors counseling their clients to stay diversified and stick with a disciplined investment strategy to optimize their risk and return over the long term.

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Marketing Marketing Valuation Advertising 246

Abnormal Returns

JUNE 27, 2023

Strategy High uncertainty decisions, like investing, are by definition difficult. bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. calculatedriskblog.com) New home sales are on the rise. behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation?

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Asset Allocation Financial Advising Startup Valuation 243

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. bonddad.blogspot.com) New heavy truck sales continue apace. morningstar.com) Why have energy stocks and oil prices diverged? compoundadvisors.com) Strategy Ben Carlson, "We’ve never seen a market environment like this where both stocks and bonds were crushed simultaneously."

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Startup Marketing Marketing Financial Advising 244

Nerd's Eye View

JULY 5, 2024

Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)

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Financial Planner Retirement Commission Financial Advice 246

Nerd's Eye View

JULY 7, 2023

Which suggests that advisor wellbeing could potentially be improved not only by automating or outsourcing administrative tasks, but also by adjusting their client rosters to better match their ideal client type.

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Financial Planner Tax Planning Clients Valuation 246

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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The Big Picture

MARCH 18, 2023

He explains how the firm is only “half hedge fund,” as they employ over 40 different quantitative, many of which are specific investments based on their quantitative research. Specifically, when Value doesn’t work, strategies like profitability, fundamental momentum, and low-risk work when Value as an investment style did not.

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The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

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Investing Investments Portfolio Valuation 162

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

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Financial Planner Retirement Planning Clients Retirement 246

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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Valuation Investments Investing Marketing 52

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. The emphasis on fresh produce, growing from 15% to 18% of their sales mix, shows their focus on quality and competitive pricing in fruits and vegetables. This approach drives foot traffic and boosts sales.

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Valuation Retail Food Marketing 98

Validea

NOVEMBER 15, 2024

Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Validea has adapted Graham’s principles into a systematic strategy that prioritizes financial stability and proven performance over speculative growth.

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Validea

SEPTEMBER 21, 2022

With the S&P 500 now close to 20% off its highs, I thought now might be a good time to look to our market valuation tool to see where things stand. But before I do that, I wanted to first cover two caveats I always put in articles about market valuation. With that all being said, let’s look at the current valuation data.

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Validea

JUNE 10, 2024

Here is the latest update for June from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

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Valuation Marketing Marketing Sales 52

Trade Brains

JUNE 6, 2025

Every year, its top clubs generate huge income from broadcasting rights, sponsorships, ticket sales, merchandise, and prize money. The club is well-supported and has been investing in new players, staff, and facilities. Still, the club remains one of the richest, backed by American owner Todd Boehly’s investment group.

Valuation 52

Valuation Sales Financial Planning Investments 52

Validea

NOVEMBER 15, 2024

Here is the latest value spread update for November 2024 from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Valuations are also similar relative to growth using the Price/Sales ratio.

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Valuation Sales Marketing Marketing 52

Validea

OCTOBER 4, 2024

Here is the latest update for October from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

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Valuation Marketing Marketing Sales 52

Validea

SEPTEMBER 6, 2024

Here is the latest update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

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Valuation Marketing Marketing Sales 52

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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Investing Investments Valuation Education 98

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a lot of work. This is both good and bad news.

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Sales Estate Planning Wealth Advisor Taxes 98

Validea

OCTOBER 18, 2023

Big doesn’t always mean better and so investors could be well-served by looking at things like quality, profitability, valuation, growth and earnings metrics to determine how to how these stack stack up now and their investment merits going forward. Amazon (AMZN) AMAZON.COM, INC.

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Valuation Sales Portfolio Investments 115

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.

Valuation 52

Valuation Debt Management Assets Investments 52

Validea

AUGUST 1, 2024

Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 52

Valuation Marketing Marketing Sales 52

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. MRK MERCK & CO INC $77.59 $194,831 11.3

Food 52

Food Valuation Investments Investing 52

Validea

JULY 8, 2024

Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

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Valuation Marketing Marketing Sales 59

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. Take a Free Trial Today! BG BUNGE GLOBAL SA 100 $80.91 $10,839 10.0 3.3% -5.4% 1.1% -5.8%

Valuation 52

Valuation Engineering Assets Investing 52

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. These qualities suggest they may deliver solid long-term performance, even without constant media attention. PHM PULTEGROUP INC $108.27 $21,920 7.4

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Valuation Media Sales Marketing 52

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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Investments Investing Banking Portfolio 80

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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Valuation Investing Investments Sales 52

Trade Brains

JUNE 6, 2025

Reduced interest rates positively impact the real estate sector by making mortgages more affordable, encouraging homebuyers, boosting sales volumes, and aiding developers in financing new projects, leading to higher revenue and stronger demand across residential and commercial segments. Investing in equities poses a risk of financial losses.

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Banking Financial Services Economics Investments 52

Validea

MARCH 9, 2025

Validea’s comprehensive analytical framework evaluates stocks through 22 distinct investment strategies pioneered by history’s most successful 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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Marketing Marketing Valuation Investments 52