Topics Covered

  • Value’s significant struggles began in 2018
  • Data suggests that growth companies may be overpriced by 20%
  • It’s difficult to rely on the persistence of growth rates beyond 5 years
  • It’s difficult to assume that the economy is less competitive today vs. the past
  • The market often extrapolates the past into the future
  • Growth rates tend to eventually determine company valuations

Please visit our Zoom recording to view the event in full, recorded October 28th, 2020.

A transcription of the event highlights can be found here.