Newcastle Value Investing

It has been a while since our last meetup, but we're still here and still investing.

The idea for our Newcastle Value Investing group is to share investment experience, ideas and resources for anyone who is interested in patient, long-term investments in great businesses.

No experience or knowledge required, just an enthusiasm for investing and a desire to participate and learn.

The theme for this month is whether "Value" investing is dead? Given the market-beating returns of the large growth and AI stocks like Nvidia, Alphabet, Amazon, Microsoft and Meta, is there any point in looking for undervalued securities. Have equity markets permanently changed?

The rest of the agenda to be confirmed.

PS nothing we discuss should be taken as professional investment advice!

Lincoln