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  • What's Wrong with Today's Value Investing?  [View article]
    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
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