Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
How to Be a Smart Value Investor
I honestly do think that over the very long run, deep value will be the better returning strategy. I would also like to add a sort of a more discretionary private equity style investment approach just for one thing, it's more fun. There are so many phenomenal ideas out there that I just can't justify it through my existing vehicle because they just don't meet those criteria. But I can see that these things are with like conservative assumptions on growth and various other things like that.
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