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Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
Capital Allocators – Inside the Institutional Investment Industry
Valuation Philosophies: Growth vs Value Investing
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Valuation is crucial, with growth investing seen as reckless due to its emphasis on stories rather than detailed valuation, despite perceptions changing over time. Value investing was traditionally considered disciplined for exploiting behavioral inefficiencies. However, both can be reckless. Recovery is possible for well-valued companies, but not for undervalued ones, leading to different pathways based on valuation. The speaker focuses on refining valuation methods, considering the distinction between growth and value investing as somewhat arbitrary, and emphasizing the importance of overvaluation risks as well as the potential for recovery based on valuation approaches.
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highlights
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