Grant’s Current Yield Podcast

VALUE RESTORATION PROJECT

23 snips
Jul 12, 2023
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ADVICE

Margin of Safety in Modern Markets

  • Consider "return of capital" as much as "return on capital".
  • Invest at low valuations and avoid high valuations, even if the market suggests otherwise.
INSIGHT

The Fed Put and Risk Perception

  • Investors are currently rewarded for buying dips, encouraged by the perceived "Fed put".
  • This behavior is unsustainable; risk exists and should be considered.
INSIGHT

A Value Investor's Mindset

  • Value investors must hold firm to their analysis, even when the market disagrees.
  • View price drops as opportunities to buy more, turning lemons into lemonade.
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