Free, in-depth guides to the quantitative methods behind StoQuant — from Benjamin Graham intrinsic value and margin of safety to Black-Litterman portfolio optimization, walk-forward validation, and machine-learning regime detection.
Learn the Benjamin Graham valuation formula and how it estimates intrinsic value for stocks. See how StoQuant applies it daily to 14,000+ US stocks.
Understand the Black-Litterman portfolio optimization model: combining market equilibrium with investor views for better allocation. Applied daily by StoQuant.
Learn walk-forward validation: the gold standard for backtesting that avoids look-ahead bias and proves strategies work out of sample. Used by StoQuant daily.
Learn how Hidden Markov Models detect bull, range, and bear market regimes from S&P 500 returns. See how StoQuant applies HMM to adapt strategy allocation daily.
Understand StoQuant's Q-Score: a 0–100 rating blending valuation, momentum, sentiment, machine learning, and fundamental quality into one daily score.
Learn the margin of safety: Benjamin Graham's timeless principle of buying stocks 30% below intrinsic value to protect against error and provide upside potential.
Compare factor investing (quantitative, rules-based) with fundamental analysis (qualitative, research-driven). Learn why StoQuant combines both approaches.
Learn how FinBERT (BERT for Finance) analyzes news headlines and earnings transcripts for sentiment. See how StoQuant uses keyword + FinBERT hybrid for daily sentiment scoring.
Learn how to use a stock screener to find undervalued stocks, growth candidates, and hidden gems. Includes filters, examples, and the StoQuant Q-Score workflow.
Build a small-cap investing strategy with quant filters, Benjamin Graham intrinsic value, insider clusters, and walk-forward validation. Find under-covered stocks before the market catches on.
Ready to apply it? Read the full methodology or see plans.