High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
00:00
Do You Use Momentum or Price Action in Your Process?
I haven't been able to find a way to sort of quantify whether a moat is sustainable over time. It's very hard to do it programmatically or to do with a computer to figure out whether the sustainable moat there. Do you use momentum or price action at all in your process? You know, if you see a value in a company, will you wait for the market to recognize it or something like that? Usually, so we use it a couple of ways, right? Certainly on the buy side, you know, you get your best bargains when the whole market is selling off.
Transcript
Play full episode
