Well thought out with many excellent points. Deeper dives seems to me the most probable method of success, with longer tracking periods of familiarity on possible candidates.
Becoming more mindful about one's own investing behaviour and decision-making is another way how to improve one's investment returns and set yourself apart from the rest. Something, I feel, is often overlooked by most investors.
This is a great post with some interesting thoughts. I think the "tribe" will survive and is bigger than most think. Ultimately, it comes down to how you define "value" and differentiate it from other investment styles.
Well thought out with many excellent points. Deeper dives seems to me the most probable method of success, with longer tracking periods of familiarity on possible candidates.
Thanks for sharing your perspective.
Becoming more mindful about one's own investing behaviour and decision-making is another way how to improve one's investment returns and set yourself apart from the rest. Something, I feel, is often overlooked by most investors.
This is a great post with some interesting thoughts. I think the "tribe" will survive and is bigger than most think. Ultimately, it comes down to how you define "value" and differentiate it from other investment styles.
Great article!
Reminds me of a lot of the points in Terry Smith's book - https://www.amazon.co.uk/Investing-Growth-companies-anthology-investment/dp/0857199013/ref=sr_1_3
Wonder if this trend of underperformance of value investors will carry on, I suspect so.
And the names are...? :D