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Strategies & Market Trends : Value Investing

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Spekulatius

To: Harshu Vyas who wrote (74071)	10/27/2023 1:18:39 PM
From: Sean Collett	1 Recommendation Read Replies (1) of 78516

<< But that's exactly my point - I don't think you can get tech at value prices UNLESS the company has lost market position.>> META had a 52-week low at $88.09 and is now trading at $296.74. Did META lose market position? I do not think so - at least not yet. And what are value prices? Many claimed Buffett "overpaid" for a few companies during his time but to him they were undervalued even at the higher prices. How then do you define the middle? What if your perceived middle is really a bottom? I suppose this is where your mindset should be "am I trading a stock or buying part of a company?" I think you can look at tech like any other company today; understand what they make and then look for opportunities where there is some perceived undervaluation. Did the company get involved in a lawsuit? Some big data fine? Tax issues? Data breach? Any of these can create decline in share price giving a value investor opportunity - no different than any other value stock IMO. -Sean

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