Iran & Venezuela are both oil titans…in the near term that turmoil/change happening in both of these places will create volatility in that sector. When that volatility causes stock prices to go down…seems like the time to buy. I’m sure this will get a ton of “that’s not value investing” comments…but when a companies core business doesn’t change and they are impacted by what ultimately are micro events driving their price down…it only stands to reason that in the long run 2+ years the price will rebound back to where it should be, thus making it undervalued as a result of whatever the micro events are…in this case regime change. This form of investing is I guess more aptly called “opportunity value investing”.
Aside from oil…do the things going on in Iran & Venezuela create any other opportunities?
Is there anything else going on in the world like this presently creating opportunities?