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Strategies & Market Trends : Value Investing

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To: Harshu Vyas who wrote (74074)10/27/2023 1:41:03 PM
From: Sean Collett1 Recommendation  Read Replies (1) of 78525
 
<< I bought the dip on Meta (sold way too early for a 40% profit) - and it still proves my point. How long was Meta undervalued for? A month at best. A speculator's dream.>>

So because Meta corrected quick that didn't present a value opportunity? That's pretty much what we're looking for are companies that are trading below a intrinsic value and buying in before Mr. Market realizes its not priced correctly. And you can take a legit value scenario where Meta lost some 40% share value due to the Cambridge situation in 2018.


Now, we can all debate if Meta is indeed a value company at any price, but I just use them as a big tech example on how you can still find value opportunities :)

<< I think everyone on this thread understands that Buffett never "overpaid" for any business>>

Uhhh...sure we do understand, that's why we're all here. Mr. Market is wrong quite a bit though and there are books written where Mr. Market perceived he overpaid at the time. Just because you're a value investor and realize he didn't doesn't mean Mr. Market knew what the real value was at the time.

-Sean
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