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For value investors, the light is not yet flashing red, but if interest rates remain higher for longer or inflation subsides, this is a ratio to revisit
Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media
A roundup of investment ideas for active investors
My guests today are Bill Gurley and Michael Mauboussin. Bill is a General Partner at Benchmark, and Michael is the Head of Consilient Research for…
Small caps are unloved, but that could make them a good opportunity for investors.