The Best Investment Writing Volume 5: Brian Barish, Cambiar Investors – The Virus Plaguing Value
The Meb Faber Show - Better Investing
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The Viral Plaguing Value
The best company's returns are not fading at anywhere near the rate that they used to in the 19 nineties or the early two thousands. A typical value investur has a behavior bias to look selectively at lacgards and not overestimate the sustaine ability of high profit markes. The virus plaguing value isn't really a virus. It's that we are advancing out of the industrial age and into the digital age. measuring value in the digital age is different.
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