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Optimal Finance Daily - Financial Independence and Money Advice

2346: 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

Business, Education, Investing, Self-improvement

4.51.3K Ratings

🗓️ 18 June 2023

⏱️ 12 minutes

🧾️ Download transcript

Summary

Vitaliy Katsenelson of Contrarian Edge asks if value investing is dead. Episode 2346: 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

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0:00.0

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1:00.0

This is Optimal Finance Daily, Episode 2346, is Value Investing Dead by Vitaly Casanelson of ContrarianEdge.com.

1:10.0

And I'm your host and personal finance enthusiast, Diana Mariam.

1:14.0

Thank you for being here for another episode of OFD, where I serenade you with the sweet

1:19.0

sounds of personal finance knowledge from some of the best blogs on the planet.

1:23.0

So with that, let's get right to our next post and start optimizing your life.

1:31.0

Is Value Investing Dead by Vitaly Casanelson of ContrarianEdge.com?

1:38.0

Question. According to many market commentators, Value Investing doesn't work the way it used to,

1:46.0

and some tout statistics that growth has outperformed value over the last decade.

1:51.0

How do you rebut that view? Answer. There are two answers to that question.

1:58.0

My first answer is within the bounds of your growth and value constructs,

2:02.0

wherein you take a valuation metric, let's say price to earnings, and divide the market into two halves,

2:09.0

the top expensive half to find as growth stocks, and the bottom cheap half, the value stocks.

2:16.0

That's a very arbitrary and crude way to look at it, but this is what research services do to make this growth versus value comparison.

...

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