1329: Is Value Investing Dead by Vitaliy Katsenelson of Contrarian Edge on Growth Stocks & FANG

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Self-improvement, Education, Business

4.5 • 1.3K Ratings

🗓️ 29 October 2020

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Vitaliy Katsenelson of Contrarian Edge asks if value investing is dead. Episode 1329: Is Value Investing Dead by Vitaliy Katsenelson of Contrarian Edge on Growth Stocks & FANG Vitaliy Katsenelson is the CEO and Chief Investment Officer at Investment Management Associates. He has written two books on investing, which were published by John Wiley & Sons and have translated into eight languages. The original post is located here: https://contrarianedge.com/is-value-investing-dead/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	This is optimal finance daily episode 1329.
0:04.4	Is Value Investing Dead?
0:06.6	By Vitali Casa Nelson of Contrarian Edge.com
0:10.8	and I'm your host and personal finance enthusiast, Diana Merriam.
0:15.0	This is the show where I narrate posts from thought leaders in personal finance
0:20.0	every single day of the year in less than 10 minutes.
0:23.4	And for more blogs being narrated for you daily,
0:26.9	just search for optimal living daily in the podcast app of your choice
0:30.9	and hit subscribe to hear a lot more great articles narrated to you for free.
0:36.6	But for now, let's get right to it and continue optimizing your life. Is Value Investing Dead by Vitali Casa Nelson of Contrarian Edge.
0:50.0	com.
0:51.0	Question.
0:53.0	According to many market commentators, value investing doesn't work the way it used to,
0:59.0	and some tout statistics that growth has outperformed value over the last decade.
1:04.0	How do you rebut that view?
1:06.0	Answer.
1:08.0	There are two answers to that question.
1:10.0	My first answer is within the bounds of your growth and value constructs, wherein you take a valuation
1:17.1	metric, let's say price to earnings, and divide the market into two halves, the top expensive half to find as growth stocks
1:26.0	and the bottom cheap half the value stocks. That's a very arbitrary and crude way to
1:31.7	look at it but this is what research services do to make this
1:35.3	growth versus value comparison.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Optimal Living Daily LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Optimal Living Daily LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.