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Millennial Investing - The Investor’s Podcast Network
MI280: Deep Value Investing in 2023 w/ Tobias Carlisle
Jul 11, 2023
51:34
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Quick takeaways
- Opportunities for deep value investors exist despite overall market conditions.
- Value investing can generate good returns by focusing on companies with strong cash flow and effective capital allocation strategies.
Deep dives
Market Conditions and Value Investing
The podcast discusses the current market conditions and their implications for value investors. The speaker explains that various metrics indicate the market is overvalued and shares insights on the impact of interest rates and inflation on asset prices. The speaker suggests that historically, periods of high valuations, rising interest rates, and inflation have led to significant market crashes and subsequent periods of low returns. While the short-term performance of the stock market is unpredictable, the speaker believes there is a reasonable chance of a market downturn and advises caution. However, the speaker also highlights that the wide spread between overvalued and undervalued companies presents an opportunity for deep value investors despite the overall market conditions.
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