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The Valuentum Learning Center

publication date: Feb 26, 2016
author/source: Valuentum Editorial Staff

At Valuentum, we believe in the ongoing education and development of our employees, members and visitors. Lifelong learning is something our firm holds very dear, as part of our corporate mission is to serve the needs of investors of all types. Having trained and mentored hundreds of equity and credit analysts at such large research firms as Morningstar, President of Equity Research & ETF Analysis Brian Nelson has dedicated a large portion of his career to helping others achieve their professional aspirations and investing goals. This dedication to investment education has continued at Valuentum.

President Brian Nelson's Letter to Members

My personal journey in finance started in the aggressive-growth money-management industry, where I learned to “live” the markets. From my 5am morning coffee and crisp Wall Street Journal to anticipating firms “breaking out” in the early afternoon, little did I know that my buy-side experience at Driehaus Capital Management was preparing me for this Valuentum journey. After earning an MBA and the Chartered Financial Analyst designation, I then pursued the great satisfaction of helping others achieve their dreams. In my role as Director of Global Equity and Credit Research at Morningstar, I dedicated my time to training and mentoring equity and credit analysts on the intricacies of discounted cash-flow and competitive-advantage analysis. These colleagues are now the heads of department at the company. At Morningstar, I truly learned to “live” valuation and competitive analysis in ways others may never come to know.

In early 2011, I finally realized what my experience at Driehaus and Morningstar was all about, my life’s calling: Valuentum Securities. It dawned on me that very few investors have ever had the opportunity to use technical and momentum indicators in a money-management setting and also build an extensive discounted cash-flow valuation infrastructure and methodology for one of the largest independent research firms in the world. And on that fateful day in January 2011, I finally knew what I had to do: share with others the tremendous benefits of Valuentum investing – the combination of two investment frameworks seemingly in complete opposition: value and momentum.

I am honored to introduce you to the Valuentum Style of Investing, but don't forget about the many other features of our website, not the least of which is the Dividend Cushion ratio and our forward-looking dividend analysis!

Valuentum Methodology Papers

Why Valuentum Buying Index Ratings Matter, Brian Nelson

Valuentum's Methodology Document (pdf), Valuentum Analysts

The Valuentum Buying Index, Brian Nelson

The Case for the Valuentum Style of Investing, Brian Nelson

Valuentum's Dividend Cushion, Brian Nelson

Introducing the Economic Castle Rating, Brian Nelson

The Price-to-Earnings Ratio Demystified, Brian Nelson

Valuentum Glossary of Terms, The Valuentum Team

The Seven Most Important Factors of the Valuentum Buying Index

The 13 Most Important Steps to Understand the Stock Market

Some Suggested Reading

Important Academic Studies

Value and Momentum Everywhere, Asness, et al

Fact, Fiction and Momentum, Asness, et al

A Better Bet, Tobias J. Moskowitz

Do Industries Explain Momentum, Moskowitz, Grinblatt

Measuring the Moat, 2002, Michael J. Mauboussin

Measuring the Moat, 2013, Michael J. Mauboussin

Valuentum's Member Orientation Videos

A Guide to Using Valuentum's Stock Reports (pdf)

Valuentum's Orientation & Methodology Seminar, YouTube

Valuentum's 16-page Equity Research Reports Video (Flash required)


DCF Valuation, Brian Nelson

Investing's Odd Couple: Value and Momentum, AAII

Keynes's 'beauty contest,' Richard Thaler

Valuentum Slide Deck Presentations

May 12, 2016: Trust the Numbers, Not Just Management, Naples, Florida, Brian Nelson, CFA

March 8, 2016: Dividend Growth Investing (note-taking slides), St. Louis Chapter, Brian Nelson, CFA

January 2, 2016: Value-Focused, Momentum-Based Dividend Growth Investing, Phoenix AAII, Brian Nelson, CFA

September 16/17, 2015: Value-Focused, Momentum-Based Dividend Growth Investing, Milwaukee/Madison AAII, Kris Rosemann and Brian Nelson, CFA

September 9, 2015: Value-Focused, Momentum-Based Dividend Growth Investing, Silicon Valley, Brian Nelson, CFA

July 15, 2015: Value-Focused, Momentum-Based Dividend Growth Investing, Cleveland AAII, Brian Nelson, CFA 

January 17, 2015: The Ultimate Dividend Growth Investing Tool, Milwaukee AAII, Brian Nelson, CFA

November 15, 2014: The Ultimate Dividend Growth Investing Tool; DePaul University AAII, Brian Nelson, CFA

May 13, 2014: The Ultimate Dividend Growth Investing Tool; Las Vegas Money Show, Brian Nelson, CFA

September 6, 2013: Introduction to Valuentum Securities, Inc; Brian Nelson, CFA

May 14, 2013: 12 Steps to Understand the Stock Market; Las Vegas Money Show, RJ Towner & Brian Nelson, CFA

October 13, 2012: Why Our Methodology Works; DePaul University AAII, Brian Nelson, CFA

June 17, 2012: Why Our Methodology Works; "From Value Through Momentum Investing," Brian Nelson, CFA

This article or report and any links within are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of this article and accepts no liability for how readers may choose to utilize the content. Assumptions, opinions, and estimates are based on our judgment as of the date of the article and are subject to change without notice. For more information about Valuentum and the products and services it offers, please contact us at