The MacroTourist

The MacroTourist

EQUITY INVESTING HAS CHANGED

Investors are mistakenly rushing into last decade's winners

Kevin Muir's avatar
Kevin Muir
Apr 13, 2020
∙ Paid

Over the past decade, there is probably no trade that has caused more pain than the incessant bid of growth stocks over value.

Managers who practice the long-forgotten art of buying fundamentally inexpensive stocks have watched in horror as their picks have progressively become cheaper and cheaper, all the while, the increasingly narrowed-breadth mega-…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture