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Value:After Hours S03 E22 Mike Mitchell on Lumber, Houses and Inflation; Healthcare Tapeworm; Value, Size and Quality

The Acquirers Podcast

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Special Situations

Eno: There's still this idea in many special situationsthat ou're sill loking for somethin that is undervalued. So you can do a special situation in something that's overvalued, but you've got less certainty about the rest of it after an event. When things are cheap, because curate and discovery and all othes, those have all been floating around, is like they're cheap on em on on a ratio basis. Those events are funny. I mean it, you know, they they can really, i think you set a bast youdont you?

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