My interview with the author of "A Modern Approach to Graham and Dodd Investing" and Chief Economist at Pittsford Venture Group includes a historical perspective on why stocks are overvalued, the importance of value investing using book value and dividends, the exceptional use of optionality into valuation models, and the factors surrounding the uncertainty of top line (revenue) growth. The length of the interview is 14 minutes 52 seconds.
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