Stefan Waldhauser (@hightechinvesting): "I am old enough to remember the years before the dotcom bubble burst. It's the same story today for value-driven investors as it was back then. Other momentum-driven investors (often with no idea what they are doing) throw a party that lasts for years and you are not invited. Pa…"

Make money doing the work you believe in

I am old enough to remember the years before the dotcom bubble burst. It's the same story today for value-driven investors as it was back then. Other momentum-driven investors (often with no idea what they are doing) throw a party that lasts for years and you are not invited. Patience is everything.

Brian Coughlin

May 4

Value investing just hit its worst rolling 10-year stretch since 1951.

The cheapest 30% of stocks have underperformed the most expensive 30% by ~5-6% annualized over the last decade.

May 7

12:46 PM

Make money doing the work you believe in

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