3min chapter

The Security Analysis Podcast cover image

Ryan Kirlin: At the Cutting Edge of the ETF Revolution

The Security Analysis Podcast

CHAPTER

Analyzing Valuation Metrics and the Unpredictability of Investments

This chapter analyzes the valuation metrics of different companies, particularly the enterprise multiples and price-to-book ratios. It discusses concerns about cyclical companies in a recession and the impact of increasing mortgage rates. The speakers highlight the unpredictability of investments and emphasize the concept of the 'life goes on' economy where people continue to buy houses despite rising costs.

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