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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

November 10, 2020

When Quantitative Becomes Discretionary

The idea of the purely quantitative strategy may be more of a myth than a reality and it is likely just as important to evaluate the people and process behind a quant strategy than the strategy itself.

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Validea

September 22, 2020

The Dangers of the Obvious

What are the odds that the market clearing prices that all of that leads to are far from what the true market price should be? What are the odds that any individual market participant can be smarter than the collective wisdom of all those smart people and computing power?

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Validea

September 8, 2020

The Different Shades of Active Management

Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to passive indices.

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Validea

July 28, 2020

The Danger of Learning From Your Mistakes

The process of learning from your mistakes is an important part of improving yourself over time both as an investor and as a person. But it requires that you learn the right lessons and don’t draw the wrong conclusions from your failures.

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Validea

June 30, 2020

The Pros and Cons of Quantitative and Discretionary Investing

As quantitative investors, we can sometimes feel that there is no reason anyone should ever use a discretionary strategy. But like most issues in investing, there are two sides to this argument. In this episode, we talk about the benefits of both quantitative and discretionary investing.

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Validea

June 16, 2020

A Detailed Look at the Quality Factor

The value factor is fairly easy to define. There are obviously many different metrics you can use to define value, but they all are a function of comparing the price of stock to some sort of fundamental. So even though each value metric is unique, they at least rhyme in terms of what they are looking for.

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Validea

June 9, 2020

The Balance Between What Is and What Should Be

As we all experience a market where things are not going the way that many investors think they should be, I thought it would be a good time to look at some examples of this and what I think can be learned from them.

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Validea

May 26, 2020

The Case For Value Stocks

It sounds a little weird to say that value is a value, but on a historical basis, that is exactly what it is. One of the major reasons value investing works is because investors tend to systematically overestimate the problems that companies that are going through difficult times are having.

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