Back in March 2020, as I was screening for stocks, two companies starting with the same letter caught my attention.
And while they had similar sounding names, the differences in their business models and their respective valuations couldn't have been starker
To everyone's surprise, the underdog ended up outperforming the dark horse
Was this just a flash in the pan or is there a deeper lesson to be learnt from this?
I try to answer these questions in the video.
Do take a look.
Here's more on value investing:
Rahul Shah (Research Analyst), Managing Editor, Microcap Millionaires has led the team from the front in developing some of our most stringent and rewarding research processes. As per his own admission, the turning point in Rahul's life as a financial analyst came a few years back when he got introduced to the works of Warren Buffett and Charlie Munger. From Buffett, he understood the value of investing in good quality business with powerful moats and strong management teams. Charlie Munger on the other hand inspired him to be a lifelong learner and use mental models in order to arrive at the crux of matters across most disciplines. Rahul firmly believes that in order to be successful at investing, you have to do the big things right and possess a great temperament and a contrarian streak.
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Dec 15, 2020More information