Assessing stocks through the lens of excess capital formation can help investors avoid value traps and identify high-quality stocks.

When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar...

After a decade of lagging growth stocks, value investing is seeing a resurgence.

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies