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Magic Formula Webinar

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Magic Formula Webinar

Organized by smallcase

Shyam Sunder
and
kishan
Dec 6, 2020
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Magic Formula Webinar

freefloat.substack.com

We did a webinar on Magic Formula investing with smallcase yesterday. We had discussed most it in our previous posts on the topic:

  • Magic Formula: Our Experience

  • The Relative Value Trap

We also discussed the impact of ESG mandates on some sectors that could turn some “obvious” value plays into value traps.

Enjoy.

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Magic Formula Webinar

freefloat.substack.com
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