Evolving Value Perspectives
Ben reflects on the changing attitudes towards value investing, contrasting the current climate with the intense disdain of the late 1990s. He emphasizes the importance of understanding investor sentiment and the evolving nature of what constitutes attractive value, cautioning against making assumptions based on past dislikes. The discussion highlights the inherent advantages of value investing as it approaches a more accurate understanding of future cash flows.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
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