Create Quote by Whitney Tilson
“When high-growth companies slow down, growth and momentum junkies often sell indiscriminately, which can create great opportunities for value investors. Just be careful not to anchor on the stock's previous price or earnings multiple, which are no longer relevant.”
About This Quote
Source Book: “Value Investing Strategies”, 2018
When growth stocks falter, investors can find value by ignoring past metrics and focusing on fundamentals.
In simple terms: Look for value when growth stalls.
Seek fundamentals over hype.
Themes
Mood
Type
When to use this quote
- stock analysis
- portfolio rebalancing
- retirement planning
- venture capital
- market timing
Key Concepts
Questions to Reflect On
- How do you identify true value?
- What fundamentals matter most?
Past data can be misleading; requires deep analysis.