Bloomberg Interview with Bruce Greenwald on June 15

Bloomberg had a short interview with Bruce Greenwald, a professor of finance and asset management at Columbia Business School, on June 15, 2007. He talks about growth versus value stocks, his evaluation of American Express (NYSE:AXP) and Wal-Mart (NYSE:WMT).

The interesting part of his talk is that he think Wal-Mart is a value trap, a opposite view from Whitney Tilson (He thinks Wal-Mart will be double next few years). My holdings shows that I'm on Tilson's side right now.

Disclosure : I have a long LEAPS of Wal-Mart.

Here is video link or you can watch directly below.


JJ2000426 said...

How about a value player that can realistically give you 2000% return in 4 years, based on reasonable P/E of only 10, and the fact that palladium metal price doubled in past 2 years, and should double again in another two years.


Do your own DD.

JJ2000426 said...

The correct link here.