#3: Steven Bregman on ’The Greatest Bubble Ever’ (Passive ETF Investing)
Superinvestors and the Art of Worldly Wisdom
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The Internet Bubble and the Dot-Com Bubble
In the dot-com bubble, we had some terrific bargains. There was a lot of those old economy and bricks and mortar companies that could be bought at very good valuations. It's different today. People don't see it. The environment is littered in a way we haven't seen in our investing lifetimes with classic value stocks. Nothing wrong with them other than the fact that they're not in the flow of funds. They're invisible. But within the index centric world, which people talk about and what they know, valuations are unsustainable.
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