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6min chapter
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
We Study Billionaires - The Investor’s Podcast Network
The Great Disallocation Cycle
I was reminded of your thesis called the Great Disallocation. And I would like for you to share with us that cycle that you define or describe in that article. Because I think it's a great framework for more of a macro view, even though we're talking about value investing and micro things. Now you threw out this allocation there a minute ago. Can you talk to us about the cycle that you've described here?Yeah. I mean, as you say, Trey, we're bottom up. So we lucked for mispricings from company to company, but it's interesting when you go through certain periods when we start seeing opportunities in similar businesses,. over the last four
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