About this episode
Today's Post - https://bahnsen.co/4n1XYOG Understanding Value vs. Growth Investing: Insights from Dividend Cafe In this week's Dividend Cafe, the focus is on value investing, contrasted against growth investing. David delves into current investor mentalities, reinforcing time-tested investing principles with a historical context to understand risk and reward. Citing a verse from Proverbs, the discussion highlights the importance of valuation and the common missteps in modern investing. The talk explores various outcomes based on initial valuations, using examples like Apple, Google, and Peloton. The emphasis is on the need to avoid overpaying for 'hot' stocks and the pitfalls of following the crowd. The episode concludes by advocating for a balanced approach that integrates both value and growth strategies, stressing that valuation is a critical factor in investment success. 00:00 Introduction to Value Investing 01:10 Biblical Insights on Investing 02:02 The Psychology of Buying Investments 03:42 The Risks of Overpriced Investments 06:07 Historical Examples and Lessons 10:51 Valuation and Operating Performance 13:22 The Essence of Economic Thinking 15:05 Supply, Demand, and FOMO 16:50 Value vs. Growth Investing 23:21 Potential Catalysts and Risks 26:13 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com