Álvaro Guzmán de Lázaro Mateos of the top value firm in Spain, Bestinver, discusses an interesting topic in this video. Alvaro notes the differences between value investing in Europe versus the United States. In general, European equities trade at a discount to US equities and European equities have a higher dividend yield. Click to register for European Investing Congress (its all online, and only 20% of the cost of most other conferences), where Alvaro will be speaking.
Video of Alvaro embedded below:
Charlie Munger: Invert And Use “Disconfirming Evidence”
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