EPISODE 76 ▪
November 9, 2018
A Really Good Time to Be a Value Investor
FEATURING: Christopher Cole
Meanwhile, with markets reacting to a split decision that invites a new era of gridlock, Dan Ferris gives the lay of the value investing land, starting with the moves of the greatest value investor of all time. “You can’t be a value investor and not talk about what Warren Buffett is doing.”
Dan’s got a theory of why Warren Buffett has held on to a cash hoard of over $100 billion for five quarters now, and what his relatively meager $1 billion buyback of Berkshire stock really signals.
They’re joined by this week’s special guest, Chris Cole.