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Value After Hours S03 39: Value Cheap for a Reason? Late-Innings Complacency, Munger Buys More $BABA

The Acquirers Podcast

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Value Stocks Are Cheaper Than Glamor Stocks

Value stocks are cheaper than expensive glamor growth, whatever. The spread now is wider a than it was at the dot com peak. Emerging market large caps are as wide as they've ever been. But that's largely driven by the fact that the glamour stuff is so expensiveAt the moment. We're currently in the 90 plus percentale of spread. It's an interesting opportunity there.

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