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.
2007-06-24
Bloomberg Interview with Bruce Greenwald on June 15
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2 comments:
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.
http://stockology.blogspot.com/2007/06/swc-is-next-apple-20-folds-in-4-years.html
Do your own DD.
The correct link here.
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