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The Acquirers Podcast

Dan Rasmussen on Investing in Europe, Japan, US Small Value and The Humble Investor | V:AH S07 E01

Jan 13, 2025
Dan Rasmussen, author of 'The Humble Investor,' dives into the art of identifying undervalued investments amid fluctuating market sentiments. He discusses intriguing investment prospects in Europe and Japan, emphasizing the impact of corporate governance reforms. The conversation shifts to the current dynamics of small cap value stocks and the social psychology influencing investor behavior. Rasmussen also explores the contrasting roles of gold and Bitcoin in today's market, providing insights on their resilience and correlations with growth stocks.
59:58

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Successful investing hinges on recognizing the unpredictability of the future and aligning decisions with a humble perspective on market sentiment.
  • European markets present undervalued opportunities despite widespread pessimism, with strong fundamentals from companies trading at significant discounts.

Deep dives

The Concept of Humility in Investing

The podcast emphasizes that successful investing is not solely based on analysis but rather on understanding the limitations of one's predictive abilities. The host discusses the author's approach, arguing that the future is inherently unpredictable and that decisions should be made with this in mind. He suggests that a humble investment strategy focuses on finding value where others have misplaced confidence, whether through excessive optimism or pessimism. This perspective highlights the importance of meta-analysis, where understanding market sentiment can lead to better investment choices.

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