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LIVE: On The Tape + The Compound and Friends at the Nasdaq

RiskReversal Pod

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Is It Value Versus Growth or Energy Versus Technology?

value is going to continue. It's just finding bottom up, doing bottom up work all that is. Most of the time these companies have real businesses, real assets, real growth. These growth companies, and you can have good growth companies, but most of them, what do you value them on? The multiple revenue games? That's kind of over. I don't look at where companies, how much they're down, I look at bottom up of what they're actually worth. There's still so much room to the downside on many names that are out there.

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