Latest / Coburn Ventures Podcast
#84: Exploring Excessive Value with Scott Booth. The Dark Side of the Moon Part IV.
Today in our series the Dark Side of the Moon, we are exploring value, and in particular, what to do with stocks that are perceived to be excessively valued. There are so many that fit this category and have fit this category for years now.
As business models have changed with connectivity, networks, and the information age, there are more businesses that defy laws we thought applied to every business, laws like diminishing returns. But, professionally, we prefer to rely on concepts and measurements that we feel are certain, or at least proven, somehow. We don't want to have to reevaluate…
The skinny
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