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The Value Perspective podcast with Dan Rasmussen - REPLAY

The Value Perspective

CHAPTER

The Divided Opinions on Growth and Value Investing

This chapter explores the differing perspectives on growth and value investing in financial markets. It discusses how growth has outperformed value in recent years and the emergence of the idea that growth is the new value. The speaker offers insights on approaching growth in the investment process and suggests considering long-term base rates and historical drivers rather than relying solely on recent performance.

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