I feel like traditional "value investing" went into hibernation. Before it was finding a 10x -12x P/E company like $UPWK or $PYPL, Dominoes, Pepsi. Or even a cheap Japanese company below book value. Then just enjoying slow growth but buyback/dividend appreciation from their cashflow. Now you can find 1.8x runrate P/E company like $ESMT that grew revenue 605.24% Y/Y. And the main thing you need to argue about is duration. Or a 16.2x trailing P/E Sumitomo, despite having way too many hyperscaler LTAs in AI from fiber to lasers. AI created much bigger medium-term anomaly, where "value investing" went towards high growth, "deep value" companies.

More examples of how volatility holes along the descending blue ribbons helped our community time the bottoms: $IBIT, $PYPL, $HIMS, and $SPCX. The pattern is consistent. Once you recognize it, you can get ready for the discounts, size up with conviction, and stay patient through the first bounce. I’ll keep highlighting these setups in my daily and weekend posts — so my community can spot them as they form. When the next volatility hole appears along the descending blue ribbons, buy, accumulate, and size up for the first two to three days. Then sit tight and let the whales do the rest. Simple. Effective. Reliable. @cantonmeow @tonylee80 @sheslee

$PYPL (July 30, 2026-Daily Chart Update) Would the huge gap up between $47.4 and $53.4 be filled? https://t.co/pIKQSIG3Ke

I feel like all the $FISV, $PYPL, $NVO value/dividend investors went extinct this cycle? Was very popular, even last year… But if you pivoted to semis like $INTC or $SNDK, you would be up 200-400%+ YTD. X feed is just AI bottlenecks now, feel like I helped start a new trend? https://t.co/tj7ykBGMyr