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Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
How Do You Protect Yourself From Another Three to Five Years of Market Environment?
If you're a value investor to day, how do you protect yourself from another three to five years of this type of market environment? Well, i always try to go back to first principles and think about what my objective is in this market. Value hasn't actually done that badly. You know, up to two thousand 18, value has ben doing quite well. It's been roughly delivering its long term returns. But it's just that the market has been doing much better, and growth stock's been doing even better still.
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