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schaudenfraud
Anyways, to generate high returns from traditional (low multiple) value investing you have to do it in markets that are less efficient than US equities.I love rando niche markets and
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Reading some Q2 fund letters from the underutilized resource that is r/securityanalysis and stumbled on a possible explanation of why value has underpreformed recently and why it might continue...https://www.reddit.com/r/SecurityAnalysis/co
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Going to put together a thread of real near time economic activity trackers please send me any you like. First up the harrowing open table data set you're likely familiar
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Enjoyed this post from @DubraCapital Seeing that BCG study that essentially concludedsustainable revenue growth = the best returning stocks triggered my last major investment philosophy change (on the long side)
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