Paul Johnson

Paul Johnson, a renowned educator and investor, shares his insights on the value of growth and its implications for modern investing. He explores the tension between value and growth, drawing from his journey as a tech analyst and his work on 'The Gorilla Game.' Johnson discusses how competitive advantage and adoption dynamics shape market expectations. He emphasizes the importance of understanding earnings power versus market-implied growth and critiques traditional valuation methods. The conversation challenges listeners to rethink how they approach growth in today's evolving market.