High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
00:00
Are You Bottoms of Stock Pickers?
We just kind of thought we'd get your thoughts on, like you said, you guys are bottoms of stock pickers. So I guess in the end here, there are some sort of macro market-shend things. But yeah, they got overvalued and they're not really the prices in the moment. Certainly the price momentum isn't appropriate for putting new money into those names right now.
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