Valuation Insights

Rafe shares insights on valuation methods and the distinction between backtesting and real-world evidence. He discusses the evolution of intrinsic value calculations and the challenges faced in applying historical data to current market conditions.

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From this podcast
Odd Lots
A Value Manager on How Most Value Managers Are Getting It All Wrong
Related Questions
- How does valuation impact investing?
- How does valuation impact investing in the episode At the Money: Valuation Is an Exercise in Faith and the clip Intrinsic Valuation Insights?