Amazon is mentioned as a quality business within the value investing quadrant, suggesting it's a potential holding.
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News (Iran, Oil, Private Credit) vs. Real Long-Term Risks Piling!
Value Investing with Sven Carlin, Ph.D.Apr 15, 2026
The creator discusses current global risks like the situation in Iran and issues in private credit, contrasting them with market resilience and optimistic earnings projections. He questions whether the market is adequately pricing in long-term risks and suggests that while many are focused on short-term gains, a long-term investment strategy should account for potential shocks and uncertainties, highlighting Berkshire Hathaway's large cash position as a sign of caution.
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