Asian Value Circle

The irony couldn't have been lost on the 350 people who gathered for the Value Investing Congress West in Hollywood last week. Normally, a crowd is the last place a serious value investor wants to be. True value typically is found in investments that are hidden gems, things that are underappreciated and unwanted.

But in today's streaking stock market, there's very little that no one wants. And that's the problem for the value camp.

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