Michael Green - The Active Impact of Passive Investing (S5E1)
Flirting with Models
Is Small Cap Valuation the Golden Hint?
Small cap value had become extraordinarily cheap relative to the rest of the universe. When i made this transition in june 19 99, i was completely convinced that if my path was in front of me, this was going to be very straight d wer just do a better job of analyzing the weighted average cost of capital and forecasting out the cash flows. And i proceeded to get my butt kicked for the next, give or take, nine months as i discovered that the theory behind valuation as a weighing mechanism is absolutely clear and unequivocal.
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