The Acquirers Podcast cover image

Venture Value: David Barr on small and micro growth and value with Tobias Carlisle on The Acquirers Podcast

The Acquirers Podcast

00:00

Is Mister Market Saying the Business Is Worth Less Today Than Yesterday?

Investors tend to underestimate business momentum, and we continually underestimate the great things management did two, three, four or five years ago. So as those types of companies get closer to fair value, we actively manage our positions. And if you've trimmed your flowers too much in a bull case, that's just because you're wrong on the gate; it's really easy for us to find out.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app