Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks
Focused Compounding
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Do You Think Value Investing Has Become Less Competitive?
Do you think value investing in general has become less competitive? No, I'd say not in general. The main competition is usually really like private equity. You know, that's the thing that takes companies out of the market and often does it to companies that you might otherwise want to buy. It was easier to invest as a value investor 20 years ago than today.
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