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RL212 — Small Company Stocks: Bear vs Bull Case
Manage episode 438142744 series 3197371
Kandungan disediakan oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this episode, Roshan and Adrian discuss the bear and bull cases for small cap stocks. The bear case highlights the underperformance of small caps compared to large caps, the investments made by big companies in areas like AI and electric vehicles, and the impact of a low interest rate environment. On the other hand, the bull case emphasizes the valuation advantage of small caps, the potential for rate cuts to boost earnings, and the economic gains from reshoring and infrastructure investments. The hosts also discuss the importance of long-term investing, diversification, and conducting thorough research before making investment decisions.
Chapters 00:00 Introduction and Overview 01:05 The Bear Case for Small Cap Stocks 04:10 The Bull Case for Small Cap Stocks 08:08 Valuation and Rate Cuts: Opportunities for Small Caps 11:54 The Impact of Investments and Interest Rates on Small Caps 18:53 Long-Term Investing and Diversification in Small Caps 25:17 The Importance of Research and Professional Advice in Small Cap Investing 28:44 Conclusion
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