Value Investors Who “Lost Their Touch”?

u/solodav · Reddit — r/ValueInvesting · 20 августа 2026, 14:17 · ⬆ 16 очк. · 💬 56 комментариев  | Открыть на Reddit ↗
AI-резюме
=== SUMMARY === - Post asks for examples of once-successful value investors who later significantly underperformed over long periods. - Author questions whether Mohnish Pabrai and/or Li Lu fit this pattern. - Quality assessment: Speculation/discussion prompt, not a researched stock thesis or actionable DD. === SENTIMENT === MIXED === TRADE IDEAS === No actionable trade ideas in this post. === COMMENTS SUMMARY === Community comments cite Terry Smith and Warren Buffett as examples of value investors whose performance lagged due to tech exclusion and large capital bases. Another common argument is that asset growth makes consistent alpha generation structurally harder, regardless of skill. No tickers were mentioned or implied, so no trade ideas are extracted.
Оценка 16
Комментарии 56
% апвоутов 87%
Ещё от Reddit — r/ValueInvesting