Kroger and Part 2 on the External View and Base Rates (Asia Tech Strategy – Podcast 111)

In this podcast, Jeffrey Towson discusses the importance of the external view and base rates in investing. He uses Kroger as an example of a company that can be viewed externally, and he discusses the common metrics for base rates. Towson argues that investors should use the external view and base rates to identify companies that are undervalued and have the potential for growth.