Many Happy Returns

Is Value Investing Dead?

Aug 16, 2023
The podcast explores the underperformance of value investing since the financial crisis, including Warren Buffett's lagging performance. It examines the challenges of valuing stocks and multinational companies. The behavior of investors and the benefits of value investing are discussed, as well as factors contributing to underperformance. The concept of book value and its limitations are explored, along with challenges in valuing the US market.
Ask episode
Chapters
Transcript
Episode notes