article thumbnail

Musings on Markets: META Lesson 3: Tell me a story!

CFO News Room

As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

Marketing 130
article thumbnail

META Lesson 3: Tell me a story!

Musings on Markets

Narrative and Value As someone who has spent the last four decades talking, teaching and doing valuation that we have lost our way in valuation. Even as data has become more accessible and our tools have become more powerful, it is my belief that the quality of valuations has degraded over time.

article thumbnail

Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

But in the New York Times, there was an advertisement that the value line investment survey needed analysts. We thought it was free advertising for their index, but I guess guess they thought that their index was pre advertising for our fund or something. And I thought, I know this job, I know this company.