Recently, I’ve been seeing a lot of articles like that question if value investing is dead and Buffett is “losing his touch“.
Like this: Is value investing dead? It might be and here’s what killed it
This. Death of a star: Why value investing is out of style
And this. Are Your Clients Moving Away from Value Investing?
It also seems like this is a popular question people are asking…hmm…
These articles cite the strong outperformance of growth stocks and the persistent underperformance of value investing over the last 10 years – that even famous value investors have switched sides.
Source: Modified chart from Yahoo FinanceTo wit, Buffett’s increasing investments in “growth” stocks like Amazon and Apple signals that he might be ditching his long-term “value” strategy in boring, stable companies for these growers.
More doubts about value: Berkshire Hathaway’s Amazon Investment is a Sign of the Times
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