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Time Author Thesis Company / ticker Signal Since call Position Source
14:00
Nov 12
Lawrence McDonald Julia LaRoche Show
Julia LaRoche Show
Value outperforms growth on rotation
Larry’s big call is that value outperforms growth this year and next as money rotates out of expensive tech and growth into value, staples and other beaten-down parts of the market in a 2000-like rotation.
VALUE JPMorgan Fundamental Data Science Large Value ETF Long — —
08:00
Mar 06
Quinn Thompson Forward Guidance
Forward Guidance
Staples and value valuations unsafe
Consumer staples and value are at their highest forward P/E since 1999, so there are no safe places to hide; consumer spending relies on wealth effect and dissaving, leaving these defensive/value areas vulnerable if correlations rise.
VALUE JPMorgan Fundamental Data Science Large Value ETF Avoid — —
20:10
Feb 28
Ram Ahluwalia
Expensive value stocks present an unattractive setup
Value stocks have also become expensive, leaving an unattractive current setup. The author acknowledges that individual opportunities still exist, but his assessment of value remains negative. He discloses no position in value stocks.
VALUE JPMorgan Fundamental Data Science Large Value ETF Avoid — —
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About VALUE Investor Commentary

Across the available history and selected sources, Buzzberg tracks VALUE (JPMorgan Fundamental Data Science Large Value ETF) across 6 sources: 3 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 43% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 7 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Lawrence McDonald, Quinn Thompson, Ram Ahluwalia.