Latest / The Rational Reminder Podcast
Where do Stock Returns Come From? (EP.140)
Where do stock returns actually come from? The answers to this deceptively simple question might change your investing perspective. We dive into this foundational investing topic after sharing community updates and chatting about our books and TV series of the week. A key concept in understanding where returns come from, we unpack how stock returns are impacted when companies migrate across size and value portfolios. While exploring how migration differently affects value and growth stocks, we also break down why book equity and growth drive capital gains for growth portfolios but not for…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.