The Evolution of Value to Compounders

Some Super investors have switched from classic value to compounders, but never vice versa. The problem is that it can't scale up and I would say read Berkshire's early partnership letters now Buffett thought there was no way he could manage a few billion dollars and beat the market He says that if he was running funds like the biggest funds at that time he could never beat the market now he could. Because he started buying things Really with C's shifting into high quality type things so that changed it,. But he couldn't have stuck with the approach that he has So it's it's assets under management which are about 300 million or less.