Talk Your Book: Valuation Still Matters

On today's show, we are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more! The post Talk Your Book: Valuation Still Matters appeared first on A Wealth of Common Sense. ...

Jun 2, 2025 - 13:36

Today’s Talk Your Book is brought to you by J.P. Morgan Asset Management: See here for more information on JPMorgans Active Value ETF On today’s show, we discuss: Why valuation still matters Making the case for Value with J.P. Morgan Asset Management How to define quality Defining what Value means Avoiding bear traps The wine business Including Amazon and Microsoft in the Value strategy The cheapest sectors U...