gibletstocks
Re:Ask HN: HN for Finance?
on Wednesday February 08, 2023 @07:10AM (#34707005)
If you want to see the decimation of value investing styles in one picture its this: https://twitter.com/Greenbackd/status/1623010694928138240?s=...
Value spreads are at an all time wide (measure by a valuation ratio eg P/E or EV/EBIT of expensive vs. cheap parts of a wide group of stocks), and to get to that point value strategies have had to underperform for a long time.
If you believe in mean reversion you would believe that value strategies are going to outperform and the quality of writeup on Value Investors Club will improve as well.
Re:Ask HN: HN for Finance?
on Wednesday February 08, 2023 @07:05AM (#34706977)
curating the right follows on Twitter (FinTwit) is the closest thing you will find. You could follow people like @CliffordAsness (a well known and outspoken quant) and just choose some of his follows. The toughest part is disentangling the good accounts from the promoters. valueinvestorsclub.com is great. If you get Bloomberg, there are industry/interest specific anonymous chats that are useful as well.