The Shift from Value to Growth Investing: Understanding Portfolio Allocation

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.

Episode 3200:

Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio.

Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/

Quotes to ponder:

"I thought value investors were supposed to like cheap stuff."

"A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it’s not a bargain."

"Charlie is not a ‘sidekick’! Charlie changed Buffett’s investment philosophy. Sidekicks don’t do that."

Episode references:

The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661

Learn more about your ad choices. Visit megaphone.fm/adchoices