Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
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Value vs Growth - What's the Difference?
In the dot com era, value investors were in these very high quality names. That doesn't seem to be as much the case to day, or at least yet. Quality seems to still be leaning very heavily into the more expensive side of the equation. But tesler could still come back 80 % and still be an expensive stock. I don't think that value is necessarily going to protect people in the next round when you try to put two portfolios together.
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