4 Comments

​The article critiques traditional value investing by highlighting that focusing solely on low price-to-earnings (P/E) ratios, such as Fund W's 7.2, may overlook market realities and lead to underperformance. It emphasizes that the market often incorporates factors beyond current profits, suggesting that a narrow focus on P/E ratios might not yield the desired investment outcomes.

Expand full comment

True

Expand full comment

An important article that more amateur investors (and many professionals) need to read.

If a stock is cheap (trading at a low multiple), it means the market is not giving it much credit for the companies future.

Sometimes you can spot something everybody else is missing, but unless you are doing serious research or have insight into an industry or company most wouldn't have, you're probably just buying junk.

Expand full comment

Yes, this is really important for investors to keep in mind!

Expand full comment