Richard Oldfield on Value Investing, Warren Buffet and Elon Musk
Macro Hive Conversations With Bilal Hafeez
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Is Warren Buffett a Value Investor or a Quality Investor?
The asset managers who make money through securities lending which often can be very lucrative and in many instances we see with some of the largest asset managers this allowed them to offer like zero fees on some of their index funds for example. I think they need to be careful and a lot to have withdrawn from securities lending partly because there could be a counterparty risk but you can see how it can happen. There is a different type of investment from what I call value investment which is closer to deep value yeah.
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