Learn How to Analyze Stocks Using the Strategies of Buffett, Lynch ...

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Redefining Long Term Investing ◦ Don’t have to hold onto stocks for the long term to be a long term investor – goes against conventional wisdom ◦ Hold onto the strategies for the long term not the stocks Rebalance Long Term All Cap Emotion Portfolio Construction ◦ Buy and Hold strategies, in our testing, fail to produce the best returns
To Be Successful You Need To Stick To The Strategy, Even After Down Years ◦ Seminal Study by Joel Greenblatt in “The Little Book That Beats the Market”. Greenblattt is the founder of Gotham Capital Rebalance Long Term All Cap Emotion Portfolio Construction 1 Year Period Underperformed 25% of the time 2 Year Period Underperformed 17% of the time 3 Year Period Outperfor med 95% of the time Source: Joel Greenblatt, “The Little Book That Beats the Market” (John Wiley & Sons, Inc., 2006)
Page 1 and 2: Learn How to Analyze Stocks Using t
Page 3 and 4: Who: At Validea we follow numerous
Page 5 and 6: Let’s look at the quantitative st
Page 7 and 8: Methodology Example, Peter Lynch 1.
Page 9 and 10: Methodology Example, Peter Lynch 1.
Page 13 and 14: Methodology Example, Warren Buffett
Page 15 and 16: Methodology Example, Warren Buffett
Page 19 and 20: Methodology Example, Ben Graham 1.
Page 21 and 22: Methodology Example, Ben Graham 1.
Page 23: Other Key Pillars In Strategy Rebal
Page 27 and 28: Portfolio Construction - equally we
Page 29 and 30: Key Lessons We have Learned that wi

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