AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?
The Acquirers Podcast
Is That Really What Is Snipped?
The 20s and now with the 20s started on a very low valuation base after the recession that was coming out of like single digit, uh, shill a PE. They were definitely more market fragmentation. And in general, you had more asset heavy businesses. There's a lot more industrial type stuff. I don't think you had like hyper financialization of everything. You didn't have Burger King spin off the franchise or restaurants from the franchise or the economics from the franchise. Now we're about as expensive as we've ever been before, like they're only. Already, maybe businesses back then.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode