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Full Version: Underperforming with P/E screens: integrating moats and management quality
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I've been studying value investing principles for a few years, focusing on traditional metrics like P/E ratios and book value, but my portfolio has consistently underperformed the broader market, leading me to question if I'm missing a key element in my analysis or if the market's shift towards growth and intangibles has made classic value screening obsolete. For long-term practitioners, how have you adapted your value investing framework in the current economic climate? I'm particularly interested in how you incorporate qualitative factors like moat and management quality into a quantitative screening process, and whether you've found success looking at specific sectors that are currently out of favor but show signs of durable competitive advantage that the market is overlooking.