The Acquirers Podcast cover image

Value After Hours S05 E06: Parkinson's Law, Value 92nd Percentile Cheap, Just Buy $AAPL?

The Acquirers Podcast

00:00

Is It a Good Strategy?

I think there's a relative value trade, which is the spread. And that's however you measure that expensive to cheap or market to cheap. It's very wide, unusually wide has closed a little bit on some metrics, but on others it's still as wide as it's ever been. I don't think we're at a time where those are getting the odds really anywhere. You know, in the short term, anything can happen and I don't really know.

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