Valuentum Exclusive Analysis for the Discerning Investor

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Jan 21, 2021

ICYMI: Valuentum's Brian Nelson on the Latest Howard Marks' Memo: "Something of Value"
Valuentum's President of Investment Research Brian Michael Nelson, CFA, explains why there are not really value and growth stocks, why most of the research in quantitative finance is spurious and needs to be redefined on a forward-looking basis, and why enterprise valuation (not the efficient markets hypothesis) should be the organizing principle of finance. Nelson explains his views about valuation, what it means to be a value investor, and investing in the context of Oaktree Capital Howard Marks' latest memo, "Something of Value," January 11, 2021.

Jan 15, 2021

Dividend Increases/Decreases for the Week January 15
Let's take a look at companies that raised/lowered their dividend this week.

Nov 16, 2020

Value Is Not Static and the Qualitative Overlay Is Vital to Our Process
With prudence and care, the Valuentum Buying Index process and its components are carried out. Our analyst team spends most of its time thinking about the intrinsic value of companies within the context of a discounted cash-flow model and evaluating the risk profile of a company's revenue model. We have checks and balances, too. First, we use a fair value range in our valuation approach as we embrace the very important concept that value is a range and not a point estimate. A relative value overlay as the second pillar helps to add conviction in the discounted cash-flow process, while a technical and momentum overlay seeks to provide confirmation in all of the valuation work. There's a lot happening behind the scenes even before a VBI rating is published, but it will always be just one factor to consider. Within any process, of course, we value the human, qualitative overlay, which captures a wealth of experience and common sense. We strive to surface our best ideas for members.

Apr 12, 2019

Dividend Increases/Decreases for the Week Ending April 12
Let's take a look at companies that raised/lowered their dividend this week.

Apr 13, 2018

Dividend Increases/Decreases for the Week Ending April 13
Let's take a look at companies that raised/lowered their dividend this week.

Jul 2, 2017

Prepared Remarks From Nelson Exclusive Conference Call June 30
Read President of Investment Research Brian Nelson's prepared remarks for the yearly roundup conference call, held for Nelson Exclusive members.

May 4, 2017

Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing.

Apr 17, 2017

Dividend Increases/Decreases for the Week Ending April 14
Let's take a look at companies raising/lowering their dividends this week.

Apr 18, 2016

Dividend Increases/Decreases for the Week Ending April 15
Image Source: Mike Mozart. Let's take a look at companies raising/lowering their dividends this week.

Apr 21, 2015

Dividend Increases for the Week Ending April 17
Let's take a look at firms that raised their dividends during the week of April 17.