Earlier this year in his interview on Real Vision, Dan Rasmussen explained why moats are a useless speculative theory. Here’s an excerpt from the interview: Rasmussen: But I think more broadly this idea of moats or barrier to entry, we have to look at where it comes from. And it … Read More
Dan Rasmussen: Value Investing Outperforms In Times Of Crisis
Here’s a great interview with Dan Rasmussen on the Invest Like The Best podcast with Patrick O’Shaughnessy in which Dan discusses how to maximize returns during market panics, including the out-performance of value investing in times of crisis. Also included here is Verdad’s paper on Crisis Investing – How To … Read More