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Podcast: Global Value
Episode: Dev Kantesaria Stock Portfolio Deep Dive in 2025 | Valley Forge Capital Management Stock Portfolio
Description: 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.phphttps://www.patreon.com/GlobalValueWe'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...