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Strategies & Market Trends : Value Investing
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To: Ditchdigger who wrote (79091)2/4/2026 4:16:46 PM
From: Madharry  Read Replies (2) of 79146
 
Rotation is all well and good, but why buy a bank at 15 times earning and 3 times earnings when you can buy mu at 10 times earnings or nvda with 40% margins and 40% growth, I bought more RITM today despite it being one of my largest positions. I also bought PSLV yesterday,. I think the algorithm are causing a lot of mispricing in the market now compared to fundamental metrics and projections, when I say algorithm, I remember hearing that these hedge funds monitor portfolio sizing and losses very carefully which exacerbates the the magnitude of the drops,
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