Jeff Ubben's Inclusive Capital Partners

I'm sure many have seen this. Wondering what people's thoughts are about him saying "finance, is like, done" and really anything to do with this type of investing?

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Comments (13)

  • Analyst 2 in HF - EquityHedge
Jul 3, 2020 - 10:08am

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

  • Analyst 2 in HF - EquityHedge
Jul 4, 2020 - 8:51pm

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

  • Analyst 2 in HF - EquityHedge
Jul 5, 2020 - 10:00am

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

Jul 8, 2020 - 9:03am

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.

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  • Research Analyst in HF - EquityHedge
Jul 8, 2020 - 4:07pm

This x1000, honestly who wasn't expecting this given valueact's underperformance

Jul 8, 2020 - 8:10am

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