There is an overarching investment philosophy that permeates most of what we do here at the Rational Reminder Podcast, and while some guests' positions might differ at times, it is rare that we have someone on the show whose approach is as strongly contrasted with ours, as Professor Brad Cornell. Professor Cornell's arguments are so well-founded and researched that they require a re-examination of positions that we feel have been a given for us for a long time. He is the author of about 150 referenced articles, four books, and has conducted hugely interesting work on the current state of value investing. His research with Aswath Damodaran, and insights into Tesla's valuation provide great food for thought, and we get into all of this on today's show! Our conversation also covers ways to go about picking a fund manager and a slightly different lens through which to view past performance. We feel truly grateful to have such a different, yet valid, perspective expressed so well here, and cannot wait to share this highly useful information with all of our listeners. Tune in to hear it all from Professor Brad Cornell!

Links From Today’s Episode:
Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/t....
Rational Reminder Website — https://rationalreminder.ca/
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Benjamin on Twitter —   / benjaminwfelix  
Cameron on Twitter —   / cameronpassmore  
Professor Brad Cornell on Twitter —   / bradfordcornell  
Professor Brad Cornell on LinkedIn -   / bradford-cornell-1799799  
Cornell Capital - http://www.cornell-capital.com
'Stock Characteristics and Stock Returns: A Skeptic’s Look at the Cross-Section of Expected Returns' — https://papers.ssrn.com/sol3/papers.c...
'Doing Good or Sounding Good' — https://papers.ssrn.com/sol3/papers.c...