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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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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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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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 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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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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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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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

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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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

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

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 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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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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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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Validea

MARCH 7, 2025

This feature blends educational investing insights with potential investment ideas, helping you better understand and apply these time-tested approaches in your own investment process. A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive.

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Advisor Perspectives

JUNE 24, 2024

The global investment firm is predicting that the world’s top digital asset could hit $200,000 by 2025, $500,000 by 2029 and—no, you’re not seeing things—$1 million per token by 2033. Bitcoin could be headed for the stratosphere, according to a new report by Bernstein.

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Trade Brains

OCTOBER 9, 2024

This influx pushed total FPI investments to ₹89,717 crore for the first half of the 2024-2025 financial year. Despite this setback, the year-to-date picture remains positive, with FPIs investing ₹73,468 crore in equities overall. This propelled key stock indices to record heights. on September 27.

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Mr. Money Mustache

FEBRUARY 25, 2025

So as stock investors here in 2025, were just like rental house investors finding that house prices have more than doubled while rents are only up by a bit. But what about other investing options? Its always fun to at least look around and understand the larger investing world. Now back to the stock market. 4.3% – 5.3%

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Zajac Group

JANUARY 24, 2025

With the funds earned through a tender offer, you may be able to pursue goals or purchases youve been waiting onbuying a house, investing in a friends business, buying a boat or luxury vehicle, you name it. First, the most basic principle of investing is important to remember here.

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Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. Honestly, a big part of investing is just committing to a thoughtful process. What is Space? What is Time?

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Carson Wealth

JANUARY 25, 2024

Come October of 2024, the FAFSA for the 2025–26 year should be back to its fall release. The filing deadline for the 2024-2025 FAFSA is June 30 th , 2024 and will continue to be June in subsequent years. Please note the 2024-2025 FAFSA is used for students attending colleges between July 1 st , 2024 – June 30 th , 2024.

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Carson Wealth

JUNE 17, 2024

Stocks are a long-term investment that can continue to provide returns above more conservative assets as long as companies can continue to grow earnings. There is a more cyclical element related to valuations, but over time the impact of valuations tends to average out to near flat. Once bitten, twice shy.

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Validea

AUGUST 30, 2024

NVIDIA (NVDA) reported strong financial results this week for the second quarter of fiscal year 2025, ending July 28, 2024, although the stock sold off some due to the high expectations embedded in it. However, NVIDIA’s success and the resulting high valuation continue to present challenges in more value-oriented approaches.

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Trade Brains

SEPTEMBER 21, 2024

Reliance Industries – Reliance Jio Reliance Industries telecommunications juggernaut Reliance Jio, is gearing up for a monumental IPO slated for 2025. This offering is expected to be one of the largest in India’s corporate history, with a potential valuation exceeding ₹9.3 trillion ($112 billion).

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Validea

FEBRUARY 26, 2025

Ben Graham’s investment strategy finds potentially underpriced stocks by examining established companies with proven performance rather than risky ventures. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today! 3.6% -5.3%

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Walkner Condon Financial Advisors

JANUARY 14, 2025

He highlights its influence on momentum investing and the concerns it generates over valuations and productivity in a complex economic landscape. Syl Michelin, Expat Financial Advisor at Walkner Condon, evaluates AI's impact on financial market performance.

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Trade Brains

FEBRUARY 20, 2024

Recognized by the Reserve Bank of India, it operates as a non-deposit-taking NBFC, focusing on investments and loan provisions. The company has only one line of business, i.e., financing and investment activities and has no activity outside India. The company had 1.99% of net NPAs as a percentage of net advances as of March 31, 2023.

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The Big Picture

FEBRUARY 12, 2024

The performance at the fund flagged, which sort of set him back hunting for what was going wrong with his style of value investing. And he came to some really fascinating conclusions, which led him to change how they approached investing. Go look at the idea, go figure it out, tell me if we should invest in it.

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Trade Brains

JUNE 12, 2024

This strategy involves leveraging ITC’s existing strengths, maximizing the use of current assets, and investing selectively to enhance the portfolio. They will receive a direct stake in the new entity, along with an independent market-driven valuation. The core strategy driving this transformation is the “asset-right” approach.

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Trade Brains

MAY 26, 2024

Industry Overview Of Pricol The Indian automotive industry is riding a wave of growth, propelled by rising incomes, infrastructure investment and manufacturing incentives. The current industry valuation stands at $222 billion, the EV market is poised for exponential growth, with an expected net worth of $7.09

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The Irrelevant Investor

JANUARY 3, 2017

Amazon's stock has received a lot of attention over the years because its performance has been off the charts while maintaining a nosebleed valuation that has been the envy of their competition. Each dollar invested at the IPO has compounded at 35% per year, which I'm pretty confident will not continue. Every year the clock resets.

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