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Why Value Investing Will Never Die

Why Value Investing Will Never Die

FromThe Compound and Friends


Why Value Investing Will Never Die

FromThe Compound and Friends

ratings:
Length:
18 minutes
Released:
May 14, 2020
Format:
Podcast episode

Description

Josh Brown and Michael Batnick discuss the recent rash of commentary about the "Death of Value Investing," a discipline that has already died a thousand deaths before and yet is continually resurrected. Michael points out that growth investing is currently on a 30-year win streak versus value investing, while the distance between cheap stocks and expensive stocks has never been more stretched. Josh's take is that the idea of buying an asset for less than it's worth is immortal, but the inputs we base these decisions on might need to change. Perhaps it's not a problem with the concept, but with the measurements. You can find more of Michael's thoughts and charts on the topic at his post below: https://theirrelevantinvestor.com/2020/05/12/the-case-against-value-investing/ You can find Josh's written rant on value investing here: https://thereformedbroker.com/2020/05/12/value-investing-is-immortal/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.
Released:
May 14, 2020
Format:
Podcast episode

Titles in the series (100)

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.