US Small Caps: Margin of Safety
The Capital Cycle Podcast - Podcast autorstwa Marathon Asset Management - Piątki
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The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn. Edward Chancellor talks to Tom Wharram, a US analyst at Marathon. Hosted on Acast. See acast.com/privacy for more information.
