The End of an Era for Value Investing?
Update: 2025-11-21
Description
Stefano Grasso, Portfolio Manager at Enhanced Value Fund, joins Guillaume Roux-Chabert to unpack Warren Buffett’s historic farewell letter, the legacy of value investing, and what Berkshire’s future means for investors. From humility and luck to executive pay and dry powder challenges—this episode is a masterclass in perspective.
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