cover of episode Dev Kantesaria Stock Portfolio Deep Dive in 2024 | Valley Forge Capital Management Stock Portfolio

Dev Kantesaria Stock Portfolio Deep Dive in 2024 | Valley Forge Capital Management Stock Portfolio

2024/11/1
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Global Value

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This portfolio of just 8 stocks is probably the most expensive in the world. Dev Kantesaria owns 8 stocks in his Valley Forge Capital Management Portfolio worth $3.5 Billion all of which are very pricey today. Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.php https://www.patreon.com/GlobalValue

We'll try to figure out what is the real fair intrinsic value for each of these expensive stocks even as they are high quality companies. And answer are any of these the best stocks to buy at the current price? Find out in the video above!

Timestamps: 00:00 Introduction 00:21 Stock #8 02:46 Stock #7 04:22 Stock #6 06:11 Stock #5 07:20 Stock #4 08:53 Stock #3 10:27 Stock #2 11:58 Stock #1

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