Growth stocks that previously warranted 15-18% growth rate assumptions must now be purchased at lower prices because growth rate expectations have been reduced; Oakley will buy growth stocks again, but only at significantly lower valuations.
causalpending
Speaker
Ted OakleyEvidence Quote
“in the common stock area what happens is um a lot of the growth stocks that you know we might look at once you know it could maybe this company could grow at 15 percent or 16 18 what we would like for it to we've had to reduce those down and when you reduce them down you got to buy them cheaper uh and that's where we are”
Created: 8/10/2026, 11:14:48 PM
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