In my recent three-part series on new stock ideas from young and talented money managers, I combed through the latest investor letters from under-the-radar fund managers – those running smaller pools of capital who beat the market without showing up on Dataroma.
Across all the letters, I pulled together 126 distinct ideas complete with business breakdowns, investment theses, and key charts.
Part 1 (explains the general idea of the approach and why it is valuable)
After releasing the series, a community member reached out with a great suggestion:
Which of these high-conviction ideas have dropped even further since these managers bought in?
While each individual stock overview included a performance chart, hunting through 126 separate breakdowns across three parts to find the biggest laggards takes time.
To make things simple, I exported all 126 stocks as a CSV file and then imported it as a custom watchlist on Koyfin to be able to filter the list by performance and see which names have taken the biggest hits – and might be sitting at even more attractive valuations today.
Worst Performers: Quarter-to-Date (QTD)
Worst Performers: 3-Month Window
Worst Performers: 6-Month Window
When market or industry momentum, certain fund flows, or shorter term sentiment pulls down quality businesses, or more broadly, interestingly priced stocks, alongside broader (industry) noise, it often creates a better entry point than the one the original fund managers got.
Let me know in the comments which of these dips you think are genuine bargains versus value traps.
I will attach the biggest laggards over each time frame as a screenshot below: