The Growth Conundrum

It’s a tricky practice for value investors to navigate through the sea of potential investments. While large, successful businesses can be tempting at the right price, the steps taken to achieve or maintain that success might come with negative environmental and/or societal costs.

Given the global dominance of some of the big tech companies in 2024, it might seem like the Amazons and Googles of the world are here to stay. However, issues like misplaced investments, anti-competitive behavior, and a myopic view of the future have seen industry giants topple in the past.

This week, Phil and Danielle grapple with the growth dilemma faced by successful companies, and what that can mean for your portfolio as a value investor.

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Topics Discussed:

• The American Dream
• Investing in “big” companies
• City life vs small town life
• Competition and ethics
• Sprouts
• TikTok

Resources Discussed:

• The Anxious Generation by Jonathan Haidt

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