In this episode of the Value Cville podcast, Jeff and Donnie are joined by esteemed educator and investor Paul Johnson. Together, they delve into the Value of Growth, exploring its evolution and the critical balance between paying for growth and ensuring value. Paul shares his journey from a tech analyst to a thought leader in value investing, offering insights into the dynamics of market expectations and the role of competitive advantage. Tune in for a thought-provoking discussion that challenges traditional investment philosophies and highlights the importance of adapting to today's market realities.
