Value Investing Insights
Ben discusses the flaws in traditional valuation metrics like price to book, particularly for growth companies that invest heavily in intangible assets. He emphasizes the need for value investors to adjust their approaches, advocating for a more nuanced understanding of company valuations by reclassifying expenditures as investments. The conversation also highlights the challenges of capturing the true value of asset-light companies in today's market.In this clip
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Masters in Business
Ben Inker on Value and Asset Allocation (Podcast)
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