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Formula Investing: Schwartz and Hanauer compare the Magic Formula and Acquirer’s Multiple | S07 E17

The Acquirers Podcast

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Interest Rates and Stock Valuation Dynamics

This chapter analyzes the intricate relationship between central bank money printing, interest rates, and the valuation of growth versus value stocks. It challenges conventional wisdom that rising interest rates always lead to falling growth stock valuations, suggesting alternative investment strategies. The discussion also explores the influence of inflation on corporate profitability, the impact of intangible assets on value metrics, and contrasting performance trends between value and growth stocks.

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