Value Investing/Trading

“Over the past few years I switched solely to value investing/trading + 50% of my capital in income investing. I’ve moved from mostly long/short trading and wild horses won’t make me change my mind now. Graham & Dodds, Buffet, Lynch, Slater, O’Shaughnessy, O’Niel, Zweig, Greenblat, Fisher, Goldsmith, Rothschild…all value investors. Most compelling for me was after studying the maths of O’Shaughnessy over 45 years of statistics. Low PSR + high relative strength massively stacks the odds in your favour before you even look at other fundamentals and technicals. The value investor will be waiting to pounce on your oversold retailers when the time is right. Charts, technical analysis and cashflow growth will signal the reversal often before it actually happens to the price”

“I can recommend “Picking Winning Shares” by Mick Pavey. The first half of the book is fairly basics fundamentals & technical analysis but chapters 10-18 could easily have been written by me because the author combines I do and gives lots of examples on stocks I have traded (RGD, WCC, ETO, GLT, CNE).”

Henry