The Acquirers Podcast

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

8 snips
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.
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INSIGHT

European Market Opportunities

  • Europe offers high-quality businesses at cheap valuations due to excessive pessimism.
  • Factors contributing to this pessimism include Brexit, the Ukraine war, and the energy crisis.
INSIGHT

Japanese Small-Cap Valuation

  • Japanese small-cap valuations hinge on balance sheet actions, not future cash flow.
  • Selling cross-holdings, share buybacks, and leveraging real estate can increase their value.
INSIGHT

US Market Valuation

  • US market valuations are driven by specific tech innovations, not broad averages.
  • The success of AI investments will determine whether current high valuations are justified.
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