Value investor Sean Peche celebrates turning of the investment trend (and belated awakening by Prosus)

Ranmore Fund Management founder Sean Peche has enjoyed a purple patch, correctly forecasting the meltdown in growth stocks and the rebound of the value counters where his portfolios is focused. In this interview with Alec Hogg of BizNews.com he praises the Prosus management for eventually listening to logic, but shakes his head at those now describing Netflix, PayPal and Meta as value stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices