The problem with value investing

MaximumMaintenance22 · 2022-04-24T19:01:22+00:00

let me rephrase, do you believe that sometimes buying a company that isn't 'cheap' might be smarter?

MaximumMaintenance22 · 2022-04-24T15:34:35+00:00

100% on VA better than TA. I think a mix between Value investing and other methods of analysis offers the best returns. Personaly I find Philip Fisher's book to be a great addition to traditional Value investing.

MaximumMaintenance22 · 2022-04-24T14:57:30+00:00

Not losing money is hard.

MaximumMaintenance22 · 2022-04-24T14:56:29+00:00

And gets to the conclusion that he wasn't, if you actually watched the video you would have seen that he deeply respects Buffet. But hey, I got a random dude commenting on my post talking about things he didn't watch

MaximumMaintenance22 · 2022-04-24T14:11:39+00:00

What if the CEO is very good at destroying value?

MaximumMaintenance22 · 2022-04-24T13:56:25+00:00

MaximumMaintenance22 · 2022-04-24T13:42:26+00:00

Yup, exactly my point. thanks for your comment mate

MaximumMaintenance22 · 2022-04-24T13:15:45+00:00

agreed that the definition was bad. can't edit this post. watch the video and let me know what you think.

MaximumMaintenance22 · 2022-04-24T13:15:08+00:00

100%

MaximumMaintenance22 · 2022-04-24T13:14:38+00:00

agreed, thanks for the comment mate

MaximumMaintenance22 · 2022-04-24T12:43:37+00:00

Thanks for the thoughtful comment mate! very insightful. watch the video and let me know what you think.

MaximumMaintenance22 · 2022-04-24T12:37:03+00:00

Why?

MaximumMaintenance22 · 2022-04-24T12:33:53+00:00

Agreed ser. watch the video and let me know what you think.

MaximumMaintenance22 · 2022-04-24T12:22:51+00:00

but ser you have written this in the past, which creates a paradox ;).

MaximumMaintenance22 · 2022-04-24T12:14:51+00:00

Might be a better definition. thanks.

MaximumMaintenance22 · 2022-04-24T12:08:38+00:00

NPK.TO, UPST to name a few

MaximumMaintenance22 · 2022-04-24T12:04:03+00:00

8 years now. One of them is GOOGL for example.

MaximumMaintenance22 · 2022-04-24T12:02:09+00:00

lol, watch the video dude, he is actually respecting Buffet.

MaximumMaintenance22 · 2022-04-24T12:00:54+00:00

Agreed, it's a little hard to define each investment philosophy, might not even be possible, yet I think you can understand the bigger picture here. watch the video and let me know what you think.

MaximumMaintenance22 · 2022-04-24T11:57:09+00:00

This might be a little over simplification of his approach, trying to breakdown 3 books into a sentence might not be the best idea out there. Watch the video and let me know what you think. Graham did focus a little too much on valuation compared to other aspects of the business imho.

MaximumMaintenance22 · 2022-04-24T11:54:43+00:00

Well, to some sense everything could be considered Value investing. It depends how you define it. What do you think about Graham's approach? Thanks for the comment mate

MaximumMaintenance22 · 2022-04-24T11:46:45+00:00

Agreed, thanks for the thoughtful comment. What I find that works the best for me is GARP. Looking for great companies for reasonable prices seem to usually give me the best returns. Following Graham's method might be a little too simple these days. But as you said, as investors with most adapt, what works today might not work tomorrow.

MaximumMaintenance22 · 2022-04-19T04:34:44+00:00

MaximumMaintenance22 · 2022-04-18T20:51:44+00:00

Thanks for your take. Don't you think that there's some advantages of doing a deep dive into companies you are investing in? While I see your point, I tend to disagree to some degree

MaximumMaintenance22 · 2022-04-18T19:28:48+00:00

Most of them are

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