Jose Mayora

👤 Speaker

9 total appearances

Appearances Over Time

#310: Modern Value Investing w/ Jose Mayora

Off cash flows, right?

#310: Modern Value Investing w/ Jose Mayora

Yeah, definitely.

#310: Modern Value Investing w/ Jose Mayora

Favorite valuation metric?

#310: Modern Value Investing w/ Jose Mayora

Return on equity.

#310: Modern Value Investing w/ Jose Mayora

I would say return on equity.

#310: Modern Value Investing w/ Jose Mayora

Well, I would put it this way.

#310: Modern Value Investing w/ Jose Mayora

to specific sectors, I might say it pushes us away from some sectors.

#310: Modern Value Investing w/ Jose Mayora

Well,

#310: Modern Value Investing w/ Jose Mayora

I don't know what they get wrong about valuation.