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objective_investor8 karma

Hi Mario : Where are you finding opportunities in an expensive market ?

Roughly by how much are you discounting the value of companies which are likely to face significant headwinds from Trump's trade war ?

As a value investor, how do you maintain an informational (or value) advantage in an increasingly more connected and digital world?

PS: (@makanda_cliff from Twitter)

objective_investor4 karma

Hi again, Mario. I have an additional question: I am a strong believer in fundamental investing. Over the past decades we have seen the explosion of passive investing relative to active investing. How do you see price creation and price discovery in a world increasingly dominated by passive investing?