Times, they will be a’changin’, or that’s what one value investor says. At Value Invest New York 2025, David Iben of Kopernik Global Investors explained that we’ve been taught that what works will always work, but times change. He also sees warning signs in the market that suggest change is coming.
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Beware perception
Iben believes things will be fun for value investors going forward. Currently, he said the issue is perception, but over the long run, the markets are a weighing machine that sorts itself out through the various cycles.
A few...
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