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Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
Is Price to Book Value Really Dead?
There are a couple of big, popular ones that i want your opinion on as to hy value maybe fundamentally broken. The idea that traditional accounting meto s and ratios are really just too antiquated a means for understanding modern companies. What's your take on that? As you have pointed out in the past, the narrative tends to follow the pri section rather than be, not the other way around,. which is what you'd expectso ynow, as we've discussed, priceto book value gets buried as a metric after price to book value has a terrible run.
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