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Have any of you actually beat all 3 market indices by at least 2-3%+ per year for at least 5 years in a row using ONLY value investing strategies?

u/Leather-Drive1421 · Reddit — r/ValueInvesting · April 25, 2026 at 18:03 · ⬆ 16 pts · 💬 85 comments  | View on Reddit ↗
AI Summary

Summary

  • The post questions whether any value investor has consistently beaten all three major indices by 2-3%+ annually over 5+ years, implying skepticism that strict Graham-style value investing can outperform in persistently overpriced markets.

  • Author’s thesis: markets are rarely cheap enough for disciplined value buying, and even a 60-40 portfolio would beat a cash-heavy Graham approach.

  • Quality assessment: This is speculative/noise — it raises a valid philosophical debate but offers no original analysis or specific stock picks.

Score 16
Comments 85
Upvote % 81%
Ideas
u/Leather-Drive1421 Reddit r/ValueInvesting
IES Holdings (IESC) is another "under the radar" pick with strong ROIC and growth. Similar qualitative screen (high ROIC, low debt, growth) suggests recurring alpha potential. Follow the GARPy screener’s pattern; position for continued earnings momentum. Small‑cap illiquidity; project concentration risk.
IESC LOW
u/Leather-Drive1421 Reddit r/ValueInvesting
User claims to have beaten market by finding "home runs" like FIX (Comfort Systems USA), a high-ROIC, low-debt, 10%+ QoQ growth company that is underfollowed. Persistent fundamental strength (ROIC, growth) implies market mispricing; continued momentum may sustain outperformance. Trade on the idea that these niche industrial compounders can deliver alpha when screened for quality and growth. Cyclical slowdown in construction/industrial spending; valuation re-rating if growth decelerates.
FIX MED
u/Leather-Drive1421 Reddit r/ValueInvesting
Sterling Infrastructure (STRL) similarly fits the high‑ROIC, low‑debt growth profile. Infrastructure theme + quality metrics may drive continued re‑rating. Add as part of a basket of under‑followed industrial compounders. Input cost inflation; backlog execution delays.
STRL LOW
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This Reddit post, published April 25, 2026, features u/Leather-Drive1421 discussing IESC, FIX, STRL. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/Leather-Drive1421  · Tickers: IESC, FIX, STRL