Investment Talk

Investment Talk

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Investment Talk
Investment Talk
Value works, even if you’re unemployed and live with your parents

Value works, even if you’re unemployed and live with your parents

Value investing has fallen out of favour. It's time to remake the case for going against the grain

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Conor Mac
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Edmund Simms
Jul 20, 2023
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Investment Talk
Investment Talk
Value works, even if you’re unemployed and live with your parents
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Hey, you are reading the guest segment of Investment Talk, where I invite friends of the newsletter to share thoughtful essays, conduct interviews, and collaborate.

Today’s guest essay comes from

Edmund Simms
, author of the Little Book of Big Bubbles, a fund manager, and owner of the
Valuabl
newsletter. Edmund is someone I’ve had the pleasure of interacting with for years now. He has a wealth of experience across public and private markets, having worked in hedge funds, mutual funds, and venture capital, and I have come to appreciate his sharp wit and deep knowledge of markets and accounting. If you find Edmund’s work valuable, you might be interested in the interview I conducted with him back in 2022 where we discussed what “value” really means, correlation and standard deviation, luck & skill, the delivery business, bubbles, and a lot more.

Guest Interview, Edmund Simms at Valuabl

Guest Interview, Edmund Simms at Valuabl

Conor Mac
·
May 23, 2022
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A guest post by
Edmund Simms
Editor of Valuabl
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