Source Post

Value Investing Just Officially Died

Aug 8, 2026

The creator discusses the concept of value investing, arguing that while the traditional 'cigar butt' approach is dead, the core principles of value investing remain relevant. The current market is characterized by momentum, AI, and algorithmic trading, leading many to believe value investing is obsolete. However, the creator suggests that a more sophisticated approach to value investing, focusing on quality businesses at reasonable prices, is still viable.

Linked Mentions

Tickers discussed in this post

MSFTNeutralLow ConvictionResearch Only

The creator sold Microsoft between $17-$21 in 2011-12 and regretted selling at $60, having not bought back since.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.