MI209: The Art of Value Investing w/ Drew Weitz & Barton Hooper
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What's the Market Environment Like?
B barton: We maintain a base case valuation for all our investments. And so in the current market environment, we see our portfolios trading at something closer to 70 cents on a dollar now. But as we look ahead, you none of us are maccero economists. None of us are shed watchers. It could be the case that if the economy sort of performs willed it worse from here than then sort of our base case expectations would be our valuations might come down some.
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