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Comment by RandomThoughts3

6 months ago

> Value investing seems to need reliable information from somewhere to make informed decisions, but where is that going to come from?

Value investment is entirely based on financial fundamentals. You don’t need magic information. That’s the whole point. For something that old, people like to use the world but seem blissfully unaware of what it actually is. Graham’s books are available pretty much everywhere.

The whole point of the thing is that fundamentals actually matter and markets misprice because they rely on other less sound things. That’s why it seems even more relevant in a post truth market.

None of the companies you listed would have qualified as sound for value investing by the way.