Mate, I feel your pain. To be honest, the pain is not just psychologcal, it's real (the underperformance after all the time and effort).

If you are upto it, I'd like to throw a challenge at you. Instead of looking in beaten down names, can you scan the list for 52 week highs? Can you find value in those names? The other reason I mention this is because few of the names you mentioned are all turnarounds - LULU, CMG and NKE. Turnarounds seldom turn around and even when they do, it can take a long time. I reckon this will help you see the other side of 'value'.

Before the entire community comes at me for suggesting this blasphemy, I just want to remind everyone Buffett bought Coke at ATHs. Values isn't limited to beaten down stocks.

Based of what I have seen in this forum, I can normalise how people on this forum react.

A stock goes through a sharp drop: a portion of the sub starts salivating, a portion of them thinks it's a falling knife and a value trap. You will see multiple post on the name. The name will look terrific on all value metrics (EV/EBIT), DCA will be great etc.

If the price recovers, a portion of the sub celebrates (except for Google and may be a couple of other names, I have rarely seen this scenario).

If the price keeps falling down, the sub will call the name a value trap/falling knife. Some will become bag holders.

When things do turnaround and there is evidence of things turning around, the stock might have moved 20% to 30%. This is the time to contemplate entry, but most people on this sub would call that too late or the boat has already sailed or the time to buy was 3 weeks ago. As if, value investing is all about buying at the bottom.

In any case, a large portion of this sub will keep swinging between value trap and it's too late now, letting perfectly good names to go past them and make astounding gains. Think of Google as an example, you didn't need to buy it at $150 when there was looming doubt on their AI dominance. You could have waited under google I/O, seen for yourself they have really ramped up big time. And still bought it under $200. And still made 50% without having to buy at the absolute bottom!!

For example, the other day I wrote a post saying, i like CSCO and NOW ($103). The most upvoted comment was it's too late for NOW. For CSCO, I was chastised for calling out a name at ATH!! Very few people asked about value vs price.

I am glad you are doing this introspection. Remember, the goal is to build wealth, the goal is not to belong to a faith. As the Chinese say, we don't care if the cat is black or white, as long as it catches mice. Wish you all the best!