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April 30, 2024
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wso77864, way too quiet in here. What about these resources:
I hope those threads give you a bit more insight.
I mean it’s not like he’s totally wrong. If you are hunting for value in mid/large cap land, it’s extremely hard to find. Multiples keep re-rating upwards and businesses that are fairly optimized. We are in uncharted territory. And if valuation doesn’t matter that much, might as well try to do some good by allocating capital to companies / situations that can create social benefits + get a valuation premium because there is an ESG / social angle
Idk why you are getting downvoted. I guess by people who think their 30x sales SaaS names go up because they are skilled and not because we are living in a liquidity bubble
You see it too, maybe at some point it corrects as it has in every other cycle in history... in the meantime people will say I’m dumb for not buying SaaS at the highs
Public market esg is a fraud. Most of them are just long tech companies. When you are already big rich and high margin it’s fairly easy to start checking off some esg boxes. Plus they don’t deal with anything messy like the physical world. Plus you are supporting monopolies which I guess doesn’t disagree with any esg box.
Now Tesla seems like legit esg but they don’t make much money.
What a load of BS. He is chasing the latest trend/fad in investing. If that isn't proof capitalism is well and alive, I don't know what is.
Perfect, SB'd
I suddenly have 0 bananas to give but otherwise I would have upvoted
Valueact has had poor performance for the last few years... he’s jumping ship, leaving it to the people he’s trained, and trying to jump on the new wave for money
He’s still got another 15 years left to make money so he could maybe he’ll make another $500mm-$1bn if he’s right
What have the drags on perfomance been?
This x1000, honestly who wasn't expecting this given valueact's underperformance
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