How To Spot Overvalued Companies | Tobias Carlisle
Forward Guidance
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The Future of Value Growth
Jack: Could you briefly summarize your thesis on value growth how you defined it and what you see going forward in the future. Tobias: Historically the lower multiple stocks have generated better returns. Jack: I think that the opportunity set now in value is exceptionally good because it is cheap. The prospects for value of the next three to five years even without a multiple re-rating i think it will just generate very good returns brilliant uh well Tobias thanks so much it's been great having you on thank you everyone for watching.
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