Tag: is value investing still relevant

What If Value Investing Is A Little Bit Dead?

This article was first published by me on Talkmarkets: https://talkmarkets.com/content/stocks–equities/what-if-value-investing-is-a-little-bit-dead?post=214196

Is value investing dead in 2021?

My conclusion is value investing has died to a small extent as it pertains to taking quantitative screening tools and using them to pick out large cap shares in well covered developed markets.

The solution for investors in 2021 should value investing indeed be dead

To summarise this can mean hunting for value investments in smaller companies and more so outside of the US market. The bad news is it might involve a bit of work.

My detailed take on this debate and how I arrive at this conclusion, starts in the below article from 2019.

I am not sure that it is, but I would like to explore some of the arguments that it may be. I have come across enough articles over the last year or so to suggest it could be broken, or even dead. If it is does that just mean as value investors we may need to tweak our approach slightly?

It has been a hot topic on various reddit value investing forums, so I thought I would weigh in with my 2 cents worth. Are the days of deep value investing working over?

Continue reading “What If Value Investing Is A Little Bit Dead?”

VALUE INVESTING READING LINKS FROM JANUARY

Some strategies / aspects of investing that may feature more often here are deep value, activism, ASX LICs, special situation, FIRE (financial independence retire early Australia), dividends, & global asset allocation. Continue reading “VALUE INVESTING READING LINKS FROM JANUARY”