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Investment Strategies / Falling Knives
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Author: mungofitch 🐝🐝 SILVER
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Number: of 1023 
Subject: Re: Growth Stalwarts marked down
Date: 11/29/25 10:57 AM
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No. of Recommendations: 18
Here's a map of the Russell 2000 where everything that's below the price it had 10 years ago is shown in red. There's plenty to pick through: ...

Nice link, thanks. I've used their site before, but never thought of using it that way.

Another way I've used in the past to find inspirations: look at a list of stocks sorted by [ (book per share growth in the least 5 or 10 years) - (total return in the last 5 or 10 years) ]. It's a quick way to find the list of firms whose stock returns have been much worse than their business results, the "hiding in plain site" deals. You can use earnings per share instead of book per share, but it's more volatile so you need more checking after the screening.

Of course you have to skip anything that was unrealistically expensive at the beginning of the time period, but it's a nice filter. This sort put me into Walmart around 2012, for example, when the business had been doing wonderfully for a decade but the price had gone nowhere and the consensus was that it was dead money. Made a bundle.

Jim

PS, here is a recent list from the Value Line 1700 set of firms.
Highest difference of 5-year total return (bad) and book value growth (good), limited to those firms with a currently positive ROE.
There might be something worthwhile in the list, for those who like to be contrarian.

Ticker Symbol    Return on Shareholders Equity    Book Value Growth 5-Year    Total Return 5-Year
SMLR 17.72 80.5 -24.56
ZYXI 8.38 35.5 -47.6
ZM 9.68 53.5 -29.16
ENPH 12.32 55 -27.41
XYZ 0.05 60 -20.57
TOPS 3.3 23.5 -52.26
AMD 9.41 89 19.47
SE 5.3 62 -6.48
EGRX 15.26 10.5 -55.89
CABO 0.8 19 -44.24
CARM 216.69 -1.5 -62.59
EXPI 5.97 46 -14.82
FRPT 4.44 43.5 -17.21
FIVN 29.78 25.5 -34.6
CXDO 3.26 58 -1.65
SLP 5.45 37 -21.99
FOXF 0.54 27 -30.48
UPS 39.56 49 -7.39
MED 0.99 14 -41.85
ACMR 11.45 59 3.42
EHTH 1.75 9 -46.35
CROX 42.91 60 5.08
MCO 57.72 67.5 12.58
INVA 3.38 68 14.08
KRNT 1.39 22.5 -31.05
TTD 13.32 39 -14.25
GTBIF 2.13 28 -22.4
FVRR 5.03 13.5 -36.47
TWLO 7.8 33 -16.81
HGBL 7.94 45 -4.36
HELE 9.91 10.5 -38.66
PAYC 29.31 33 -16.15
AMCX 22.95 25.5 -23.21
APVO 39.02 -45 -93.69
ALGN 12.25 27 -21.53
AIFU 13.54 -8.5 -56.66
OEC 17.42 26.5 -21.37
MTLS 2.84 14 -33.31
AZTA 0.81 31.5 -14.79
PDD 32.05 41.5 -4.68
CLVT 10.22 10 -34.56
VCYT 2.05 40 -4.51
FMC 9.72 9 -34.03
BLMN 115.63 26.5 -16.31
POOL 34.1 36 -6.41
CRMT 3.14 13 -28.97
UI 106.53 59 17.14
CE 13.76 20 -21.72
ATKR 30.7 53.5 11.83
ASPN 5.08 16 -24.15
SAM 6.51 13 -27.12
LGIH 9.62 23 -16.63
DXCM 26.17 33.5 -5.85
BIO 3.95 27.5 -11.84
MBUU 5.99 23.5 -15.44
FORR 12.24 8 -30.79
PAGS 14.42 13 -25.72
SCNI 142.26 -30.5 -69.21
LMT 84.25 46.5 7.85
ICLR 12.21 34 -3.57
PCRX 3.79 18 -19.21
TSLA 9.77 56.5 19.35
GTN 9.82 15.5 -21.03
MGPI 13.78 25.5 -11.03
SITE 7.86 34.5 -1.88
APT 6.31 17.5 -18.47
WB 8.63 13 -22.89
OFLX 21.67 8 -27.86
MKTX 19.74 14.5 -20.74
EGAN 39.95 34 -1.14
ANGI 3.38 -3 -38.07
INMD 25.75 26.5 -8.56
OMI 6.25 -0.5 -35.49
XPEL 20.17 38 3.04
LOVE 5.34 18 -16.9
RILY 182.35 6.5 -28.3
CP 7.76 36 1.52
BF/B 21.76 17 -17.45
PCTY 20.01 28.5 -5.88
GNRC 12.68 25.5 -8.86
USNA 7.89 10 -24.36
KOP 10.72 35.5 1.17
MCFT 5.84 29 -5.14
IART 12.74 6.5 -27.33
SAFE 4.51 15.5 -18.19
TREX 26.63 17 -16.61
PGNY 12.87 29.5 -4.02
LULU 41.96 19.5 -13.78
ULH 20.07 24.5 -8.73
AUDC 14.22 14.5 -18.7
KZIA 267.33 -24 -57.14
KDOZF 4.45 20.5 -12.6
MHH 3.89 17.5 -15.29
TBCH 13.41 25.5 -7.19
LAD 12.05 33.5 1.05
EPAM 17.35 20 -12.13
SLQT 8.26 -10 -42.13
LX 10.24 19 -12.92
SIEB 15.8 27.5 -4.34
KMX 8.01 13 -18.73


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