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Geoff Saab: Low Risk Investing

The Security Analysis Podcast

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The Limits of Growth Investing

I think there's still output to be made in those large cap segments of the market. We're not going to outcompete the big global banks who have investment teams and analysts around the world, right? So really it's all about valuation. Over the years as I've gone through the market cycles, I've learned that, yes, sometimes you should pay up for quality. But on the other hand, when you pay too much, when it's basically there's no way that I can do a DCF and have it work out.

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