Old School Value Nugget Fest (August 8th Edition) | Value Investing News

Old School Value Nugget Fest (August 8th Edition)

  • The markets continue to be volatile and policy unpredictable.
  • Though there are rational explanations for value to trade at a greater discount today than it does usually, we believe that cheap stocks are somewhat undervalued and therefore poised to deliver decent excess returns going forward.”
  • It’s ignorant to say this is noise, but it’s naive to think you can find the signal.”
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