What podcasts say about Value investing
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Value investing
9 statements · 6 positive · 3 negative
Traditional deep-value investing has become associated with broken retail businesses.
“That world is gone. If you're a deep value investor, you're investing in broken retailers.”
Open the episode · People Hate These 5 Stocks But They'll Be Wrong with Jonathan BoyarListen at 15:28
Buying low-expectation, low-multiple companies outperforms betting on future transformations over the long run.
“if you buy low expectations, low multiples, high cash flow yields and so forth, in the long run, you do better than if you... hope for some great transformation in the future.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 1:21
Buying low-expectation stocks outperforms betting on future transformations over the long run.
“If you buy low expectations, uh, you know, low multiples, high cash flow yields and so forth, in the long run you do better than if you, uh, hope for some great transformation in the future.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 1:21
Value investing works as a portfolio process rather than through permanently holding individual stocks.
“value is a process”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 32:05
Value investing has outperformed growth across major global markets.
“This is a universal phenomenon.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 34:06
Joe prefers high-quality businesses trading at cheap valuations.
“I actually want a really high quality business that's trading cheaply.”
Open the episode · Club Conversation with Joe Kaye, Small Niches, Big ReturnsListen at 8:48
Deep-value investments can become value traps and stagnate for years.
“if you get stuck in a deep value, you run the risk of a classic value trap and it goes nowhere for years.”
Open the episode · IC036 So Many Bonkers Bargains Right Now – How Do We Keep UpListen at 12:58
Deep-value investing can produce magnificent gains when successful.
“The gain when it comes, as we've highlighted with Time Finance, is magnificent.”
Open the episode · IC036 So Many Bonkers Bargains Right Now – How Do We Keep UpListen at 21:32
Some value investments become value traps or require long waits to perform.
“some of them are value traps and some of them you have to wait a long time till they come good.”
Open the episode · IC032 UK Market Insights & Some Top Picks to Look atListen at 20:03
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.