
George Davis, Hotchkis & Wiley - We’re In Unchartered Territory Right Now | #339
The Meb Faber Show - Better Investing
00:00
Growth Versus Value Opportunity - What You Think
We're o unchartered territory right now, and it's been built ver the last ten or 11 years, where grow stock leadership has been dramatic. And so when you look at either prices relative to medium valuation cross markets, or even with intersectors, spreads are really high. So i think you need to be a bit selective in this market. The returns that you're going to have on that stream of earnings depend on the price you pay.
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.