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Ben Inker: This (Not Valuation) Is The Key Driver For Value Stock Returns [ValueNYC 2023]

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Jacob Wolinsky
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Ben Inker of GMO explained why value is poised for a big rally during a presentation at the Value Invest New York conference. Below are the key points:

Key Points of the Presentation:

  1. Long-term Returns and Variability in Stocks: Inker emphasized that the long-term returns of stocks are primarily driven by the income and growth they generate....

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid