Rafael Resendes

Rafael Resendes, co-founder of Applied Finance Group, shares his insights as a portfolio manager specializing in value investing. He discusses the struggles value managers face with traditional metrics, emphasizing the need to rethink what 'value' means in today's market. Resendes highlights the significant role of intangible assets and critiques the reliance on historical data. He argues for a systematic approach to valuation that goes beyond mere cheapness, illustrating his points with real-world examples, particularly from the tech sector.