The Acquirers Podcast cover image

Value After Hours S03 E31 Charlie Munger's $BABA position, RATM's Tom Morello on mastery and $QRTEA

The Acquirers Podcast

00:00

Is It a New Company?

If the numbers are real, don't know why there not. There's some red flags, and there's lots of web sites that you can go to t do a pretty good job of picking a pat barbar a. But if you can trust those numbers, then it's a spectacular company. I'm leaning more towards its being reasonably accurate reflection of what's going on in that business. It may not be quite as profitable as people think, but a to tobe point, like, you're not quite paying the rosiest outlook for it either. The risks at home is insanely blase about the price of china: i think political risk everywhere is missable. You live one

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