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.
Today's quality investors might actually be the real value investors if you think about it.
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.