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Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
Is Value Investing Fundamentally Incongruous With Right Tail Invest?
Andi: Is value investing fundamentally incongruous with right tail investing? Like investing for those big, you know, disruptive concepts that can totally change the earnings of a company. There are things that just never get cheap,. becaue they're just too good. Value doesn't tend to get those sort of monster winners. Although edoes get really good returns over a longer period of time by buying those things. i think like a free catchflar. You love like 11 %, which seems crazy. And then you had satyan adela coming in, and people said, well, he's a new guy. We don't know what he's going to do. But
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