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by jshaqaw
1226 days ago
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Value Investor Club is not what it once was in part due to the decimation of value investing over the last decade along with a general decline in norms of professional conduct but it’s still the best resource. Membership is limited but you can read older stuff at a lag and it’s a great educational resource for new investors. |
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Value spreads are at an all time wide (measure by a valuation ratio eg P/E or EV/EBIT of expensive vs. cheap parts of a wide group of stocks), and to get to that point value strategies have had to underperform for a long time.
If you believe in mean reversion you would believe that value strategies are going to outperform and the quality of writeup on Value Investors Club will improve as well.