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Strategies & Market Trends : Value Investing
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To: Shane M who wrote (56507)1/1/2016 4:14:18 PM
From: richardred2 Recommendations

Recommended By
Shane M
Spekulatius

   of 78753
 
I truly believe you can sometimes over think the methodology of Value Investing. IMO The term value investing is broad based an interpreted differently on certain points among value investors. However I feel there are very many many, more common denominators.

I think basing your own value investing methodology on the past of other successful great value investors is a good place to start.
I'm sure Top value money managers of today have the best computing & software available than the past ones .

However historically and today for yourself and fund managers. Someone still has to plug in the variables & numbers or their own adapted personal style. IMO Timing, changing conditions, plug in variables Numerical & non- numerical and the way they change are still big factors. Historical stellar Long term value funds performance records, and what they buy are good gauges for newbie value investors IMO

As with portfolios and investing styles. I think if one adjusts to markets of today. Sometimes our views on investing matters do change, and this sometimes makes what we once might have said, hypocritical. Self Consistency and your ability to adapt to changing market conditions with your own portfolio does play a role -IMO.
If your not following a set of disciplined specific variables. I personally believe you have to make decisions on stocks on case by case basis with relation your style and adapting in newer techniques of today's changing market conditions .Personally I take into account. My success and mistakes, and that determines how outside my own style I will venture. Of coarse my personal consistency over the long haul plays a big role. For myself and other individual investors it's easy to gauge. Just check you schedule D's over the long haul.

Variables what variables-
What Did you take into account before you invested?'
-goodwill
-intangible assets-
-pension liability
-lawsuits
-Undervalued assets
- future impairment charges
-Intrinsic value
+new products
ect.ect.

How do you account for a strategy change by a new corporate CEO ?

P.S.
Any way I rambled on to long maybe because I'm a bachelor tonight.. I'm going out by myself to see THE BIG SHORT. FWIW My first post on this Value Investing board was to Mike Burry in 2003. No response, but hey, I liked Value Stocks and saw there was a Value investing board on SI. I was oblivious to who he was till I saw game Changers on Bloomberg. Well Paul you just made the 1000 bookmarks. No doubt to the curious movie goers.
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