Value Investing World

Value Investing World

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Value Investing World
Value Investing World
Links - 07/11/2023

Links - 07/11/2023

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Joe Koster
Jul 11, 2023
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Value Investing World
Value Investing World
Links - 07/11/2023
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“It’s easy to say you don’t invest on the basis of macro forecasts, and I’ve been saying this for decades. But the truth is, if you’re a bottom-up investor, you make estimates regarding future earnings and/or asset values, and those estimates have to be predicated on assumptions regarding the macro environment. Certainly, you can’t predict a business’…

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