Why I am not a Value Investor

Big Picture Investors

Today’s post is another slide deck – this time from a talk I gave at an active investing Meetup group last week.


Back in January 2019, I took over the organisation of a Meetup group.

  • Nominally I’m still in charge of three groups, but there are no meetings at the moment as I’ve found it difficult to get people to commit in advance to attend.

That doesn’t stop me attending other people’s groups, though – and last week I gave a presentation to the London Value Investing Group.

It was called “Why I am not a Value Investor”, though in truth I spent more time on the sub-title – “What I do instead”:

Until next time.

Mike is the owner of 7 Circles, and a private investor living in London. He has been managing his own money for 40 years, with some success.

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Why I am not a Value Investor

by Mike Rawson time to read: 1 min