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Value After Hours S06 E16: Zeke Ashton on value investing in the early 2000s and his return

The Acquirers Podcast

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Journey of a Value Investor

This chapter follows the speaker's path from an early interest in analyzing company reports to becoming a value investor, sharing experiences from the bear market that shaped their investment style. It explores key lessons learned during the financial crisis of 2008-2009, the application of the Kelly formula in investing, and the challenges faced in managing funds. The chapter also touches on the speaker's decision to return to managing funds after a break, highlighting the importance of risk management and personal well-being in the investment world.

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