Chief U.S. Strategist for Ned Davis Research Group
Oct 31, 2017 • 8 tweets • 3 min read
1/8 Einhorn laments death of #ValueInvesting. Big picture: Value's not dead but it's Growth's longest run on record at 11 yrs @NDR_Research2/8 Sluggish EPS growth means investors pay premium for stocks that can grow sales & EPS. Almost by definition, those are Growth stocks.