Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

Are we really looking at a months worth of returns and trying to draw any conclusions here?


This. Value investing is characterized by "long-term performance". Looking at a single month to make this argument is kinda silly.


The article is simply noting that the growth > value trend had reversed last month and it may be the bottom of the underperformance by value.

GP chimes in that it’s a ridiculous claim because Apple is still up big YTD and hasn’t moved much recently.

That’s not a refutation of the article’s statement. Last month still MAY be the turning point, which is why I pointed out the recent outperformance of value, in contrast with what just Apple has done, which is irrelevant.

Of course we can’t conclude anything by a month’s worth of market data by extrapolating to the future. That’s why OP answering

“value may be turning around”

with

“no it’s not back”,

is incorrect, as they’re concluding growth has and will keep outperforming value.




Consider applying for YC's Winter 2026 batch! Applications are open till Nov 10

Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: