Value investing remains relevant by evolving into a disciplined approach that integrates traditional principles with a focus on sustainable growth and industry expertise.
I was thinking more from an investor's perspective (in this case, value-oriented growth investors) and reflecting on how value investors can adapt their thinking in today's growth world. But if I could pick one stock, perhaps it would be ASML. I like the moat and the recent discount, but again, one of the reflections from the post above is that value investors need a deep understanding of the industry, and I have placed ASML in my "too complex" bin in the past.
could you come up with a current example that fits that framework? LVMH, PRYMF, BLD, BLDR or are about what stocks are you talking about?
I was thinking more from an investor's perspective (in this case, value-oriented growth investors) and reflecting on how value investors can adapt their thinking in today's growth world. But if I could pick one stock, perhaps it would be ASML. I like the moat and the recent discount, but again, one of the reflections from the post above is that value investors need a deep understanding of the industry, and I have placed ASML in my "too complex" bin in the past.