19min chapter

The Acquirers Podcast cover image

Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks

The Acquirers Podcast

CHAPTER

Insights on Evolving Value Investing Strategies

Delve into the evolving landscape of value investing, exploring shifts in strategies from traditional re-rating to focusing on cash-generating companies. Learn about the nuances of valuing stocks, recognizing opportunities, and the impact of strategies like buybacks on stock value. Discover how investor focus may steer towards capital allocation and sustainable business results in the future.

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