Intro

This chapter explores the speaker's shifting views on value investing and its applicability in today's market. Through a conversational approach, they reflect on their past dedication to rigorous analysis and discuss the ongoing viability of this investment strategy.

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Episode notes

In this episode, we tackle a question that is on many investor's minds: Is value investing dead? We explore various arguments for and against value investing's continued relevance in today's market. We discuss: The impact of low interest rates and Fed policy on value investing Whether too many investors have adopted value strategies How narrative-driven markets affect value investing The challenges value faces in a tech-dominated market The role of big data and its effect on traditional value metrics Whether value investing is betting against technological progress We aim to provide a balanced view, acknowledging the arguments on both sides. While we don't come to a definitive conclusion, we offer insights on how investors might think about value in their portfolios going forward.

We hope you enjoy the discussion.

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