Valuentum Exclusive Analysis for the Discerning Investor

Paper: Value and Momentum Within Stocks, Too
Abstract: This paper strives to advance the field of finance in four ways: 1) it extends the theory of the “The Arithmetic of Active Management” to the investor level; 2) it addresses certain data problems of factor-based methods, namely with respect to value and book-to-market ratios, while introducing price-to-fair-value ratios in a factor-based approach; 3) it may lay the foundation for academic literature regarding the Valuentum, the value-timing, and ultra-momentum factors; and 4) it walks through the potential relative outperformance that may be harvested at the intersection of relevant, unique and compensated factors within individual stocks.

Dec 23, 2022

Dividend Increases/Decreases for the Week of December 23
Let's take a look at firms raising/lowering their dividends this week.

Oct 30, 2022

Something New!
Hi everyone: To stay true to our mission, you'll find something new regarding our methodology. In the coming weeks, you'll see this table in our work going forward.

Oct 19, 2022

New Payment Option! Valuentum Research Update!
We're excited to say that we're adding additional payment flexibility at Valuentum. Many members have expressed interest in paying via other providers, and we have added Square to the mix. You can use credit or debit card or bank (ACH) to pay via invoice. With all of the goings-on in the financial technology and payments space, we wanted to continue to provide members options to pay their memberships how they want and through who they want. You can always reach out to us at info@valuentum.com.

Aug 19, 2022

Nelson: The 16 Most Important Steps To Understand The Stock Market
Image Source: Tim Green. We outline the '16 Most Important Steps to Understand the Stock Market.' We think it's important to take a read of these key stock market tenets when things are going great -- and perhaps even more important when things aren't going your way. This continues to be a working document.

Apr 22, 2022

Dividend Increases/Decreases for the Week April 22
Let's take a look at companies that raised/lowered their dividend this week.

Oct 22, 2021

Dividend Increases/Decreases for the Week October 22
Let's take a look at companies that raised/lowered their dividend this week.

Dec 25, 2020

Dividend Increases/Decreases for the Week December 25
Let's take a look at companies that raised/lowered their dividend this week.

Apr 17, 2020

Dividend Increases/Decreases for the Week Ending April 17
Let's take a look at companies that raised/lowered their dividend this week.

Feb 10, 2020

Our Reports on Stocks in the Alcoholic Beverage Industry
Image Source: Jhong Dizon. We've reallocated our resources to cover more recession-resistant stocks.

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Valuentum Exclusive Analysis for the Discerning Investor