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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: robuck who wrote (51218)4/5/2013 2:52:11 AM
From: Paul Senior7 Recommendations  Read Replies (1) | Respond to of 78702
 
"reversion to the mean does not qualify as value investing.."

That's YOUR opinion. As far as this thread goes, you're not the arbiter here of what qualifies and what doesn't. Okay, you've stated your opinion. Bemoaning Mike Burry's absence isn't going to be helpful: If you're not satisfied with posts here or stocks discussed here, then just move on.



To: robuck who wrote (51218)4/5/2013 2:17:21 PM
From: AFed1 Recommendation  Respond to of 78702
 
Obviously depends on what exactly is reverting to the mean...

Price action = obviously not value investing (that's Technical Analysis)

Fundamentals (ROIC, margins, revenue, FCF growth, etc.) = sure this counts in value investing. David Dreman, Rich Pzena, and Bruce Greenwald all articulate as much.


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