Chris DeMuth's State of the Markets June 2022 (podcast #114)
Yet Another Value Podcast
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You Can't Nuk Your Own Finance
You don't need to have a view on a total credit melt down from now would be a problem. I think that things you can look fori my think a basket ot tese, i think the winners will pay for the losers and then leave some money left over. The other thing i love is a buyers with big stakes on the target already. There are even times when you'd prefer to own a hundred % of something than slightly less than a hundred% in bad times.
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