The Deep value Week is created in the spirit of Shelby Cullom Davis who wrote a market letter (on insurance) that “no one read”, and when questioned on the why of still writing it, answered that they wrote it for themselves, as a form of self-reflection on their activities – helping them refine their thoughts, test their theories and maintain discipline.
Thanks for your comment - much appreciated! Yes you are probably right there. Most Deep Value stocks should not be held long term but preferably flipped in a year or two; playing the mean reversion game.
Nice update. For what it is worth, I like Seneca too. I would say it’s the best out of the all the companies mentioned for the long term.
Thanks for your comment - much appreciated! Yes you are probably right there. Most Deep Value stocks should not be held long term but preferably flipped in a year or two; playing the mean reversion game.