One of his main points is that value is based on fundamentals and good companies can be bad investments if there is not additional value to be uncovered. This i

One of his main points is that value is based on fundamentals and good companies can be bad investments if there is not additional value to be uncovered. This is sound advice but I think the definition of sound fundamentals is changing. The lens through which we value companies probably always needs to evolve as the global market evolves and I think this makes identifying “good bets” more challenging.