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.
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Episode notes
1
Introduction
00:00 • 2min
2
Valuation Challenges and the Art of Estimating Fair Stock Prices
01:48 • 14min
3
Value Investing and the Behavior of Investors
15:43 • 6min
4
Warren Buffett's Long-Term Approach and the Challenges of Value Investing
21:20 • 2min
5
Factors Influencing Underperformance of Value Stocks
23:10 • 12min
6
Exploring the Concept of Value Investing and its Relevance in Today's Market
35:13 • 2min
7
Understanding Book Value and its Relevance to Value Investors
37:27 • 2min
8
The Limitations of Book Value and Valuing the US Market
39:02 • 3min