Investing for Long Term Value

We are long term value investors. We really are trying to value businesses and understand the underlying fundamentals. So we tend to be contrarian. We like entering things after big down mooves in the price, because we know that stock prices can move more than underlying fundamental business values. And so i would say that's sort of the cor of our approach. Then we have a lot of flexibility to go where we see the best values.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.