Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
Is Price to Book Value a Good Metric?
Price to book values gain that analysis wrong because it doesn't do it properly. And so as value has performed really badly, price to book value has done a little bit better - but it's not properly describing value. If you're massively out performing your what you think you are, i think you got to be a little bit careful. You can'tno, i think that cliffatnes view that price to bookvalue is not a very good metric is probably right.
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