2min chapter

The Acquirers Podcast cover image

Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

The Acquirers Podcast

CHAPTER

Is the Futures Market a Good Place to Buy?

There's going to be consistent growth in energy. The question is, are the management teams who have never ever been disciplined in the past going to remain disciplined? And you are and you're three years after massive goodwill impairments. Maybe that's the time to buy. Very possible. I don't think the odds offered today are the odds offered when the impairments came out. You are going to be right longer than the market thinks.

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