Je crée ce salon pour poster du contenu (comme le titre le mentionne) ici, plutot que dans le chat « soldes et bons plans du jour », qui fait office de chat général.
pour ceux qui sâennuient en ce week-end de trĂȘve boursiĂšre, deux articles trĂšs intĂ©ressants (surtout le 1er 
) dâinvestisseurs value.
Jâadore lâidĂ©e, je partage ici un article que je nâai pas fini de lire par contre (je ne saurai ĂȘtre tenu responsable de la qualitĂ© 
)
un peu long mais on va lire ça en diagonale 
merci
deux passages que je trouve trÚs intéressants :
« Philosophically, it is also possible to argue that high quality companies are complementary to Value in the sense investors fail to incorporate the persistence of the positive attributes of quality companies into the future, particularly their profitability, whereas the opposite is often true for stocks with weaker fundamentals (which creates the value opportunity). The complementary nature of Value and Quality enables investors to construct a more balanced equity portfolio which is more likely to perform across a broad range of market environments. »
« The corollary to this is that investors who chase the âglamourâ stocks that appear to offer future growth but ultimately disappoint are prone to losses. Investors take on this risk for the chance of extremely high payoff (which is known as the lottery effect) often by paying well above the appropriate valuation. »
Bon dans le deuxiĂšme paragraphe ils parlent surtout des boites non rentables qui spam lâEBITDA dans leurs rapports, mais les tech qui se paient extrĂȘmement cher sont plus ou moins sensibles aux dĂ©ceptions du marchĂ© (Nvidia -65% en 2022, NFLX -75, PayPal -80âŠ)