3200: The Values of Value Investing by Vitaliy Katsenelson of Contrarian Edge on Stock Market Valuations
Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks
Optimal Finance Daily - Financial Independence and Money Advice · Optimal Living Daily | Diania Merriam
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Show Notes
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Episode 3200:
Vitaliy Katsenelson challenges the simplistic notion that value investing is about buying only the cheapest stocks. Drawing on insights from Ben Graham, Charlie Munger, and Warren Buffett, he reveals that true value lies not just in low prices but in the blend of quality, growth, and sound judgment proving that a Motel 6 mindset won't build a Berkshire Hathaway-sized portfolio.
Read along with the original article(s) here: https://contrarianedge.com/values-value-investing/
Quotes to ponder:
"I thought value investors were supposed to like cheap stuff."
"A $36-a-night room at Motel 6 by the airport, overrun by cockroaches and bedbugs and with questionable plumbing, may be statistically cheap, but it’s not a bargain."
"Charlie is not a ‘sidekick’! Charlie changed Buffett’s investment philosophy. Sidekicks don’t do that."
Episode references:
The Intelligent Investor: https://www.amazon.com/Intelligent-Investor-Definitive-Value-Investing/dp/0060555661
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