value plays

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Rory O'Driscoll · across every show →

Everything said about value plays, oldest first

Feb 26, 2026 neutral

Insight

Rory O'Driscoll: Momentum wins over 6–18 months, value wins over 5 years

“In the short term over, kind of, Six months to, in a public market, six months to 18 months, momentum plays work, value plays don't, and over a five year period, value plays work, and momentum plays advantage goes away.”

Rory O'Driscoll Feb 26, 2026 ▶ 1:08:07 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings

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value plays

Everything said about value plays, oldest first

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