During their recent episode, Taylor, Carlisle, and Zeke Ashton discussed Margin of Safety vs Momentum. Here’s an excerpt from the episode:| The Acquirer's Multiple®
Let’s be honest – the current U.S market is obsessed with AI hype and nosebleed valuations. Yet while others chase momentum, Tweedy Browne’s Thomas Shrager and Jay Hill keep their feet firmly planted in value investing’s time-tested principles. Their strategy cuts through the noise: uncover fundamentally sound companies trading at sensible prices, then let the magic of compounding work.| The Acquirer's Multiple®