James Tobin

person on 1 show · 1 statements across 1 episodes · said 13 times in 6 episodes since 2017

Capital Allocators 13

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Capital Allocators 13

2024 1 mention in 1 episode
2022 1 mention in 1 episode
2021 5 mentions in 1 episode
2020 5 mentions in 2 episodes 3 per episode
2017 1 mention in 1 episode

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1 statements about James Tobin, every show

Inker: Replacement cost, not historical cost, should drive asset pricing
“The way to have a simple way of determining, is this a fair price or not? It doesn't matter what you paid. It doesn't matter what you will pay tomorrow. It is, what is the replacement cost of this thing? And the replacement cost should drive price.”
Ben Inker Mar 30, 2020 ▶ 11:04 Ben Inker – Value Investing at GMO (First Meeting, EP.17)

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