How Did You Get So Into Value Investing?

Mike: I was already more interested in buffet than i was interested in an like what cathy wood is doing now. Part of that was living through the late nineties and seeing that the internet was one of the most transformative technologies, definitely, of our lifetime,. a maybe in human history. But yet, 95 % of those companies that were trading in the late Nineties, rit dot com companies, wene to zero. And so you start to realize that there's a huge cycle in investing. So it's not that i never buy technology stocks, or i never buy v c investments, or i ever do anything new. It's simply that i refuse to overpay a for

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