Episode 284: Goring Assorted Sacred Cows And Bad Decision-Making Processes, Checking Out Value-Weighting And Portfolio Reviews As Of August 18, 2023

In this episode we answer emails from Jimmy, John and MyContactInfo. We discuss the foibles of trying to make investment decisions based on news, politics or macro-economic events, Joel Greenblatt's investment methodologies re value-weighting from 2010 and where there are today, and learn some more from Professor Aswath Damodaran about why you cannot use market valuation metrics and P/E ratios as a basis for decision-making in investing. And THEN we our go through our weekly portfolio ...