Dev Kantesaria: The Misconceptions With Large Caps – ValueWalk Premium

Dev Kantesaria: The Misconceptions With Large Caps

ValueWalk's Raul Panganiban interviews Dev Kantesaria, the Managing Partner at Valley Forge Capital Management. In this part, Dev discusses the lack of predictability in biotech, the misconceptions with large caps, having a liquid portfolio that allows him to deploy more capital, the gap between intrinsic value and trading prices, the S&P 500 is in a range of fair value, selling a stock when it reaches it's 100% intrinsic value, his ideal time horizon to hold a stock, and his thoughts on diversification and concentration.


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