7min chapter

The Acquirers Podcast cover image

Value After Hours S06 E05 John Huber on deep value stocks, compounders, neversell and concentration

The Acquirers Podcast

CHAPTER

The Trade-off of Win Rates and Accident Rates

Exploring the decision between betting on a skier with a higher win rate but a higher crash chance or a skier with a lower win rate but a lower crash chance, highlighting the importance of time horizons in investment decisions and the concept of ergodicity.

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