24min chapter

Resolve Riffs Investment Podcast cover image

Value Investing is BACK - with Tobias Carlisle

Resolve Riffs Investment Podcast

CHAPTER

Evolution of Value Investing Strategies

Exploring the journey of a value funds manager from Australia to California, the chapter delves into the shift from deep value to quality investments and adapting to market dynamics. Discussions on market timing, underperformance of value stocks, and the impact of passive investing shed light on the evolving landscape of value investing strategies. The chapter emphasizes bottom-up value investing, market trends, and the cyclic nature of market trends, emphasizing a long-term perspective amidst market fluctuations.

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