How To Spot Overvalued Companies | Tobias Carlisle
Forward Guidance
00:00
The Difference Between Value and Growth
The distinction between value and growth anybody will tell you that they're essentially the same thing it's continuum but say it's joined at the hip. Some companies as you point out a coal miner or any kind of you know basic material is a in a basic material sector they tend to be lower quality businesses because they have no control over what they sell their subject. What I'm trying to do is really find something that is less risky in terms of its ability to generate those cash flows because the management team will pay attention to it and you'll buy them cheaply.
Transcript
Play full episode
