The Acquirers Podcast cover image

Value After Hours S03 E29: Lumber, Einhorn's Greenlight Letter, 17.5% Yearly Returns Expectations

The Acquirers Podcast

00:00

The Market Is Starting to Over Discount a Good Set Up

It's a good set up, but the market so has already discounted a good set upeh ye. I think what we're deciding is, potentially the marketis starting to over discount a very good set up. So for the shiller p long run, mean about 16. That's probably higher now than it has been in the past,. Like it might go back to 15 or something. If you lookd back far enough. Thit's going to stink. A gon thing, i can tell. Even even if youwere o give me that expectation at the trough, abo, nine, told me wha was about to happen, i'd prow you at to tll

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