The Death of Value Investing

Degenerate Business School

English - November 15, 2021 01:00 - 27 minutes - 19.2 MB - ★★★★★ - 16 ratings
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We discuss the alarming number of potentially worthless cryptocurrencies we've purchased. On the one hand, there might be wisdom in buying a basket of tokens with asymmetric upside. On the other hand, they may all plummet to zero one day.

In other news Elon drains the parabolic momentum out of Tesla, deflating the near term run-up in the Nasdaq. How? By invoking a Twitter poll to sell a portion of his stock.

And Roblox finally explodes, fueling the hypothesis that the Metaverse is at hand.

We then turn to a bit of investing philosophy for these modern times. Specifically, will it ever make sense again to "value invest"? Meaning, in the age of exponential innovation, will it ever make sense to diversify with "undervalued" sectors and emerging markets when we can just stake our money on MegaTech, Cathie Wood and Crypto?