FNArena’s Weekly Insights – September 30 2024

In this week’s Weekly Insights:

-Ten Highflyers With More Upside Potential
-FNArena Talks
-All-Weather Research: Post-August Changes
-FNArena on Saturday

By Rudi Filapek-Vandyck, Editor

Ten Highflyers With More Upside Potential

Almost thirty years of closely following financial markets has guided me to one all-important share market observation: there’s no such thing as ‘the investor’.

Sure, it remains important to distinguish those with a limited, short-term, higher-risk attitude in markets –the traders– from those who chop and change less and keep an eye on the longer term potential, or at least are trying to do exactly that.

But when it comes to identifying the latter market participants, the investors, it’s equally all-important to realise this is by no means an homogeneous group.

Using a very broad brush and no nuances or room for further details, what is commonly referred to as ‘the investor’ essentially consists of two opposing strategies and philosophies: there’s your typical ‘value’ investor and then there’s the ‘growth’ investor.

Both invest in the same market and call themselves investors, not traders, but that’s mostly where the comparison ends. So, in order to become successful as an investor in the share market, it’s important we know where we ‘belong’ ourselves, lest we get confused by trying to mix and mingle what are two very different ways to read and decipher markets and all their idiosyncratic intricacies.

If you happen to be a typical ‘value’ investor……