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. Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 3 here. See…
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