Hosts Joe Weisenthal and Tracy Alloway speak with Rafe Resendes, a portfolio manager and co-founder of the Applied Finance Group, who argues for another way of reconceptualizing value, beyond just cheapness, in a way that works across market environments.
A Value Manager on How Most Value Managers Are Getting It All Wrong
Wealth Creation Matrix™ and Wealth Creation Factor™
Finance is in a funny place now. Corporate finance operates under the guidance of the NPV Rule. The NPV Rule provides the following guidance to corporate executives: To the extent a corporation sources investment opportunities [...more]