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20min chapter
Why Ryan O'Connor is bullish Nintendo $NTDOY
Yet Another Value Podcast
Navigating Market Inefficiencies and Evolving Investment Strategies
The chapter explores market inefficiencies in company valuations, driven by factors like radical monetary policy and indexation, challenging the idea of overall market efficiency. The speaker shares experiences in smaller markets, highlighting nonsensical situations and the unpredictability of stock movements despite business performance. They discuss adapting investment strategies to changing market conditions, reflecting on their evolution as an investor and the emphasis on understanding unit economics in modern businesses.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode