We All Make Mistakes We Regret

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In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss We All Make Mistakes We Regret. Here’s an excerpt from the episode:

Tobias: I’ve got a good regret and this is a real one and this is the one I say a lot, I’m trying to say it out loud enough that it’ll like finally drill into my head.

But Jake and I had this discussion, Jake wrote an article in 2014 I think it was, showing that the value spread was as tight as it had ever been, or going back 25 years.

And he said this will be the worst opportunity set for 25 years, and I read that article and I reposted it on my little blog Greenbackd and I wrote it… I completely understood what he said and then I just kept on doing what I was doing.

And it turned out that Jake was exactly right and it was the worst opportunity set for Value for 25 years and then it followed on there was 10 years of miserable performance for value.

Jake: What if I wouldn’t have written it would that then, it would have never happened?

Tobias: Maybe I wouldn’t know. So now I feel like the fact that the spread is so wide that that’s a positive thing and I think that if you wrote an article now that said the value spread is the best, maybe I gotta write that article the value spread is the best it’s been in 25 years.

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