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Value After Hours S04 E03: Greenwald on Buffett's Moats, Defying Base Rates, The Lyapunov Window

The Acquirers Podcast

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What Do You Think About Google Base Rates?

i don't see what discretionary edge comes in picking a bucket of value stocks. I think a computer can do it better. For me, i'm looking for the outlier, because that's where creativity can actually have an edge. One thing that surprised me as facebook was bigger than instigram, wha, facebook, blue? We just said facebook dot com on what? It was just a ranking of the biggest web sites, and a goggle was number one. You chup, comes in at three. Sabs gin dry web sits, and goggle dot com was on top.

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