Macro Hive Conversations With Bilal Hafeez cover image

Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

Macro Hive Conversations With Bilal Hafeez

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Why Is the Value Against Growth a Problem for Value Investors?

The last 10, 15 years or so has been quite tough for value investors where growth stocks have done incredibly well. With the benefit of hindsight one can see that those valuations which appeared quite high they didn't get any higher. So you're in a sort of blue sky territory where there's nothing really to hang on to and then things can fall a great deal.

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