The dividend discount model, which measures the fair value ratio of stocks (e.g., 0.79 = 21% cheap, 1.12 = 12% overpriced), is a measuring kit to test investment instincts by aggregating valuations across market segments, revealing that small-cap stocks were very cheap while large-cap stocks were on average very expensive.

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Speaker

Jeremy Grantham

Evidence Quote

every every stock would have a dividend discount uh ratio...we'd add them all together and it turned out that the sum of all the small ones was very cheap. The sum of all the big ones on average was very expensive

Source

Jeremy Grantham: Lessons from 60 Legendary Years of InvestingThe Master Investor Podcast with Wilfred Frost
Created: 8/12/2026, 6:39:12 PM

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