After years of ‘valuing’ businesses on sales, total addressable market and other blue sky metrics, the market is suddenly getting very serious about… profits. So should investors rethink their holdings in this new (old) world? Popular guest and fund manager, Dan Moore of Investors Mutual, shares his thoughts on: Why the days of growth at any cost are over Where to find value as the market rotates into formerly unloved sectors What to look for as the outlook remains subdued, and How to love boring stocks again. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.
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