Van Den Berg On Worldwide Quantitative Easing Presentation at the Value Investor Conference. Check back for more presentations, or sign up for our free newsletter to get all the presentations in your inbox. H/T ValueInvestingWorld for the find
Most Important – Only three things matter when it comes to stock valuations: interest rates, inflation, and the fundamentals of a company.
Inflation can take hold and when it does, it can move rapidly.
Warren Buffett: If You Own A Good Business, Keep It
Buying private businesses is easier than acquiring public firms, and investors should avoid selling good investments at all costs, according to the Oracle of Omaha, Warren Buffett. Q2 2020 hedge fund letters, conferences and more In an interview with CNBC in March 2013, Buffett was asked if he was looking at any businesses, in particular, Read More
In periods of inflation and deflation, multiples will come down quickly, affecting valuations.
Risk of inflation/deflation requires more flexibility in investment choices.
Once the U.S. goes through what will be a challenging period, U.S. stocks, for the long run, will be a good investment.