Show Us Your Portfolio: Mike Green
Excess Returns
00:00
The Irony of Valuation
I deeply care about valuations because I fully appreciate that, among other things, that influences exactly the components that I was highlighting before. Companies that don't need to tap the capital markets are technically at a disadvantage in that type of inflation. It causes any number of endless fights with guys like Cliff Asness and to a lesser extent, Medfavor,. Nobody who's buying through Vanguard cares.
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