The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI Rewind: COVID-19 and Growth Investing with Simon Erickson

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Investing in a Black Swan Event?

"It's almost impossible to call where the bottom is going to be for the market in general, or even for any any specific position," he says. "When you see again, these really high quality names going decreasing 30, 50 % a month, that gives you a really nice margin of safety as an investor" He adds: "I think this is right now."

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