QAV 808 — The Value Investor’s Lament

by Cameron Reilly | Feb 26, 2025 | Blog, Investing Podcast, Podcast Episodes

In this episode of QAV, Cameron and Tony nav­i­gate the car­nage of report­ing sea­son, where many QAV stocks have tak­en a beat­ing. They dis­cuss the bru­tal mar­ket reac­tions to earn­ings miss­es, the under­per­for­mance of val­ue stocks rel­a­tive to growth, and what the lat­est results say about the over­all mar­ket sen­ti­ment. Despite the doom and gloom, there are bright spots, includ­ing Berk­shire Hathaway’s lat­est results and a few stand­out earn­ings reports. Tony also revis­its the con­cept of mar­ket tops and how investors should be posi­tion­ing them­selves.