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A Value Manager on How Most Value Managers Are Getting It All Wrong

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.

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What are the Value Expectations® priced-in to NVIDIA (NVDA) shares?

Download PDF Version The Financial Facts Over the past three years, NVDA shares are up 429% (02/20/2021 – 02/23/2024) Demand for the firm’s high-end semiconductors has rocketed, a result of Artificial Intelligence and the need [...more]

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