Value-Momentum Investment Strategy Platform

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Value-Momentum Investment Strategy Platform

Inspired by a conversation on:

Animal Spirits Podcast

Animal Spirits Podcast

Talk Your Book: Value + Momentum: The Best of Both Factors

Host: Michael Batnick and Ben Carlson

Timestamp: 00:01:59 - 00:02:40

Listen to Episode • View Podcast • All Ideas from Animal Spirits Podcast

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Direct Quote

"What we try to do at Victory and with these products in particular is somewhat balance that out, where instead of simply looking at the stocks that have just a sky high momentum, trying to incorporate some element of valuation with that as well."

Market Gap

Investors struggle to balance momentum and value in stock selection.

Many investors find it challenging to effectively balance momentum and value when selecting stocks for their portfolios. Momentum investing, which focuses on stocks that have performed well recently, can sometimes lead to excessive risk and volatility. Conversely, value investing, which targets undervalued stocks, may miss out on growth opportunities. Current investment products typically focus on one factor over the other, leading to suboptimal portfolio performance. A solution that combines both factors systematically could help investors achieve better returns while managing risk more effectively.

Summary

The idea is to create a robust investment strategy platform that integrates both value and momentum factors in its investment selection process. This platform would allow investors to access a suite of investment products that utilize a systematic approach to balance value and momentum, thereby optimizing returns. Similar to what Victory Capital offers with its Value Momentum products, the platform would score stocks based on their momentum and valuation metrics, enabling investors to select stocks that demonstrate characteristics of both strategies. This could attract both value-oriented and momentum-focused investors, expanding the user base significantly.

Categorization

Business Model
SaaS
Target Founder
Subject Matter Expert
Difficulty
High
Time to Revenue
6-12 months
Initial Investment
> $10,000

Potential MRR (18-24 months)

Conservative
$5,000 - $10,000 MRR
Moderate (Most Likely)
$15,000 - $30,000 MRR
Optimistic
$40,000 - $70,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
6/10
Market Potential
8/10
Evidence
7/10
Overall
7/10
Found on October 20, 2025 • Analyzed on October 20, 2023 10:19 AM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
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