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Value Stocks

topic on 1 show · 3 statements across 3 episodes

Capital Allocators

3 statements about Value Stocks, every show

CAPITAL ALLOCATORS Assertion Supported
Grantham: In the Great Depression, value stocks went bust while quality survived
“What people found in 1929 Is the value stocks had a dangerous tendency to go bust in the Great Depression, and the Coca-Colas that were horrendously expensive did not go bust.”
Jeremy Grantham Mar 23, 2026 ▶ 37:26 Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Grantham: Markets will see a major reversal favoring value over growth
“We may not snap back the 120% I would have calculated 20 years ago, but we are going to have a very big reversal in favor of value stocks sooner or later. I think we can be pretty safe about that.”
Jeremy Grantham Jul 8, 2021 ▶ 36:59 Jeremy Grantham – GMO (Manager Meetings, EP.01)
CAPITAL ALLOCATORS Assertion Supported
Inker: Value historically beats market by 1% despite 3% earnings undergrowth
“Historically, they traded at a 25% discount, and they undergrew by three percent a year, and it turns out that a 25% discount and three percent a year undergrowth allows you to outperform by a point a year.”
Ben Inker Mar 30, 2020 ▶ 49:28 Ben Inker – Value Investing at GMO (First Meeting, EP.17)

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