Grant’s Current Yield Podcast
INTERNATIONAL VALUE MYSTERIES
Jul 10, 2024
Guest David Samra and hosts discuss international value investing strategies, importance of learning from mistakes, analyzing top holdings' profitability, patience in investing, valuations of US vs. international stocks, and Jack Ma's investment strategies.
35:15
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Quick takeaways
- Value investing focuses on cash flow estimation and valuation anchors to reduce uncertainties in decision-making.
- Investing outside the US provides opportunities for patient investors to find undervalued securities in less efficient markets.
Deep dives
Value Investing Approach and Research Process
Value investing involves careful research and estimation of future cash flows from businesses. This approach requires thorough analysis to reduce uncertainties. Despite claims of market efficiency, the focus on cash flow estimation and valuation anchors helps in decision-making. Successful value investing hinges on identifying good businesses at undervalued prices.
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