The Importance of Content Moderation

I heard that they are cutting a lot of their content. I almost think content moderation is going to be completely impossible. It's kind of scary to think about what will happen. Like I'm definitely in the camp that thinks America was better off when we listened to the Waldorf Cronkite and read the newspaper. We were all misinformed on the same lines.

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ValueStockGeek (“VSG”) stops by The Business Brew to discuss his evolution as an investor. VSG can be found on Twitter at @valuestockgeek, his portfolio can be found at https://portfoliocharts.com/portfolio/weird-portfolio/, and his blog is at https://www.securityanalysis.org/

We hope you enjoy the conversation.

The Business Brew will be off for a few weeks after this episode. We shall return.

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Detailed Show Notes

4:40 – VSG’s Background

12:00 – Is value a macro bet?

17:00 – Are computers better suited to exploit the value factor than humans?

24:30 – Thoughts on dividends and whether they mitigate some bad management incentives

30:00 – Are quants bound to win and will computers take over the world?

32:22 – What VSG’s goals are for his substack

40:00 – The realization that “high multiple” doesn’t necessarily mean overpriced

43:45 – A potential blindspot that “value” might create

47:00 – Asset allocation discussion

54:00 – How Bill and VSG got into investing and some thoughts on trading

1:00:00 – The types of companies VSG owns