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Value After Hours S06 E19: Third Avenue's Small-Cap Value Portfolio Manager Victor Cunningham

The Acquirers Podcast

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Exploring Small Cap vs. Large Cap Opportunities

The chapter analyzes the potential outperformance of small cap stocks due to the wide valuation gap with large caps, highlighting the importance of patience in investing in undiscovered companies. It discusses the impact of indexation on market dynamics and the challenges faced by small-cap sectors, while speculating on opportunities that could arise in a normalized interest rate environment. The dialogue also touches on recent market trends like meme stocks and the hopes for a return to a more rational market reminiscent of the early 2000s.

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