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March 14, 2024
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Drew Chats with Downtown Josh Brown

Markets
Behavioral Finance
Valuation
Passive vs Active

On the impact of indices and passive investment - and flows generally - on security pricing, plus a little bit on the opportunity in value, and specifically what we are seeing in Europe.

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Spotify

‍https://open.spotify.com/episode/563bLe2FkcOh0ILQhtVlob?si=3fa2629a28134609…

Apple

‍‍‍https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014?i=1000648981478…

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Markets
Behavioral Finance
Valuation
Passive vs Active

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Volkswagen and Porsche SE are stuck in Wall Street’s pits. Stock investors, start your engines.

In our view, Porsche SE, with a recent 14 billion euro market cap (and trading over €40 billion a day), is one of the most underpriced, liquid, listed assets available to investors.

Passive vs Active
Markets
Valuation
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