Scott Phillips

speaker

1,587 appearances 2 recordings 1 series first heard Jun 2022 last heard 31 Aug

Scott Phillips’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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And that's a really key question for investors.

No, clearly not.

Um but it will be probably slightly harder.

And there'll be fewer people who try it.

pick

I think it'll be harder because picking stocks is all about s finding the A the variant perception, but B the incremental value.

And the same thing, kinda, right?

Variant perception is the idea.

The value is it's gotta be worth something to me.

You gotta

Right, and and and that's gotta be in the value of the of the investment you're looking at.

So um it's currently trading at ten.

I think it's worth fifteen because.

Yeah.

Okay.

Uh and so you you know you can say, the market doesn't know this, I know it, but it's already trading at fifteen, so there's no value.

So it's the variant perception, the new idea, the different idea, and the where's the upside?

The different idea stuff is much, much, much harder to achieve through lack of information or understanding.

And that has been the case for the last hundred years.

Ben Graham wrote Securities Analysis and Security Analysis and Intelligent Investor almost a hundred years ago.

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