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Value After Hours S03 E32 Hail Mary Investing, Social Thermo-Dynamic Equilibrium, Supply Chains

The Acquirers Podcast

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Is There a Supply Chain Problem in the Supply Chain?

I'm more interested in long th shipping companies than i am short ark a, simply because there is so much tension in the supply chain right now. If those management teams actually distribute capital to shareholders and don't waste it deck, those could be really interesting bets - but nobody's interested. I have you ever looked at at barry's portfolly? No, a while. Do yourself a favor and just drive through some car dealers, pass some lots and take a look at the empty space verses the car is in there. And like, the more do read builders first source. D r, horton, toll brothers. But imagine this, like we talk the amount of

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