Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle
Excess Returns
Navigating Value Investing Strategies in Uncertain Markets
The chapter delves into the recent performance of value investing, discussing historical trends, market dynamics, and constructing a value strategy during uncertain times. The speaker emphasizes the importance of maintaining a sensible portfolio, avoiding overpaying for growth, and growing intrinsic value over time. They reflect on adapting investment processes to consider fundamental performance without relying solely on multiple expansion and explore challenges and opportunities within the changing market dynamics for value investing.
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