Where Joel Greenblatt sees value now

CNBC's Leslie Picker sits down with value investor Joel Greenblatt, Gotham Funds, to discuss the markets and future of value investing.

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[InvestingwithTom]

Joel Greenblatt is a legend. Rational thinker in an irrational world

[scotts]

GENIUS. I was so blessed to be able to take his course. He is the only person I have seen on TV that has defined what Value Investing really is.

[jvnderhm]

Love this guy, very rational, very logical, very worth listening to. Speaks truth.

[hheythered]

Loved his books, makes total sense. Unlike other books I've read on the subject. Truly a gifted teacher.

[stefankasala]

Perfectly and clearly put ideas. Thank you Joe!

[Pdiddy]

Out of the 6 shares mentioned they were right about 3 of them.
Walmart, home depot and Ford were correct.

[javiertrevino]

I love Joel's books, specially "You Can Be a Stock Market Genius".

[INFJPhilosopher]

I agree with Joel Greenblatt. Value investing gets harder as you get more money.

[ayushzaveri]

So you first filter companies based on valuations and financials and then go in for the ones which have non-quanitifiable advantages. This prevents you from overpaying. Most people do the opposite and lose crazy amounts of money

[thatsamuellu]

Joel is a good guy, despite his Gotham Asset Management has under performed the overall market more than 6 years in a row.

[gordongordon]

Greenblatt and ackman speak very fast - quick minds

[sathyapranesh]

Boeing is the greatest undervalued stock right now .

[pprocon]

The market is more expensive than 80% of the its history but look at where the long term interest rate is vs history. Market risk premium is still high. I would still buy at this level even if the market can return only 5% annualized over the next 10 years.

[jroig]

Well he didn't exactly nail those shorts. Ford didn't fall until one year later due to covid, Align still went up 35%, then down 40% then up again 30% then covid happened. Monster only went sideways on a short range of only ~10%

[christophermatis]

This what they hold there is too overvalued. In any way Boeing will drop in my opinion

[booneguy]

Love Joel’s books. For the avid readers, Charlie Munger’s books are at least worth reading.

[ChaceBonanno]

This man built a career on echoing Warren Buffett

[mukul]

Litecoin also a duopoly. Only got bitcoin to compete with right?

[muradshawar]

Ford is cheep . And 7% dividend it’s 2.5% of my portfolio .

[loveanimals-]

This guy is making stuff up as he goes along. I just like this stock, so these are the reasons I made up... GREAT rationality!