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price-to-book

also referred to as: price to book

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 17, 2020 by Dan Rasmussen · across every show →

Everything said about price-to-book, oldest first

Feb 17, 2020 neutral
Assertion Supported
The cheapest decile of price-to-book stocks averages sub-$400M market cap
“And I think for value, if you just rank by price to book, the average market cap of the cheapest decile is going to be less than four hundred million dollars.”
Dan Rasmussen Feb 17, 2020 ▶ 38:46 Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
May 13, 2024 negative
Insight
Asness: Price-to-book is the value metric most distorted by intangible assets
“Everyone thinks the value is price to book. I blame my heroes, Fama and French, for that. Most modern managers use a very broad set of measures, but price to book, It's probably the most susceptible to being warped by intangible values.”
Cliff Asness May 13, 2024 ▶ 27:00 Cliff Asness - Simple Investing is Hard (EP.385)
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