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Validea.com is an independent research firm offering stock analysis, screens and model portfolios based on the strategies of great investors. Our model portfolios select value, dividend and growth stocks based on our interpretation of the strategies of market legends, including Warren Buffett, Peter Lynch, Benjamin Graham, Kenneth Fisher, Martin Zweig, David Dreman, Joseph Piotroski and Joel Greenblatt. Interactive Brokers customers may sign up for a free trial in Account Management. Readers who are not customers of Interactive Brokers may click the following link to sign up for a risk-free trial.

Validea

July 27, 2021

When Conviction Fails You

Conviction isn’t always a good thing. Sometimes it leads us to miss major flaws in our investment strategy. Sometimes it leads us to stay the course when the facts have clearly changed.

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Validea

June 15, 2021

The Balance Between Edge and Conviction

Developing an edge in the stock market has always been a significant challenge. The collective wisdom of the market is typically correct, and that leads to very efficient asset pricing in most cases. For that reason, most investors who think they have an edge don’t really have one.

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Validea

May 11, 2021

Moves to Consider to Help Protect Your Portfolio & Profits

For most investors, finding an appropriate asset allocation and rebalancing and adjusting based on your risk tolerance and time horizon is the best course of action. But for those investors that are more active, or have a more opportunistic approach to investing, here are some considerations for how to protect some of your profits in today’s market.

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Validea

April 15, 2021

The Explosion of SPACs — Should You Care?

This is an article about “shells” and financial “pearls”, but not the kind that come from the ocean. Instead, they’re the latest craze in the markets – SPACs. No, these are not “Sea Pearls Acquired on the Cheap”, but instead “Special Purpose Acquisition Companies”.

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