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  • What's Wrong with Today's Value Investing?
    can you modify your original screen such as to exclude banking and insurance stocks? that might be all it takes to really fix it. the rationale: banks nowadays are mostly highly leveraghed hedgefund-type institutions with lots of assets and liabilities off-balance sheet that grossly distort the valuation metrics. Similiar for many insurers.
    would be interesting to see what the result would be?
    Jul 01 08:22 am |Rating: 0 0 |Link to Comment |View article

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