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TIP454: Current Market Conditions w/ Tobias Carlisle
We Study Billionaires - The Investor’s Podcast Network
How Deep Value Performs in Inflationary Times?
Inflation is less of a worry, because you want to buy very cheap s with the castlos do not have to be discounted from far in the future. But on the other hand, many deep value stocks also have a lot of changeable assets that you do not want to hold in time of inflation. The first thing that i do is go through and eliminate anything that has the potential for a total loss of capital. And then from the pool that's remaining, i'm looking for the best risk adjusted return.
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