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Value After Hours S05 E08: Bumper Buffett Berkshire Letter, $HD and the economy, Housing Slowdown

The Acquirers Podcast

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What's the Average Earning Parallel?

The difficulty is when you're analyzing, to take the macro into the micro. It's hard to tell if something's over-earning or if it's just growing very quickly. I look at these things that look cheap on the last five years of comps. That makes me want to pay a lower price, honestly. We find out one way or the other pretty quickly here.

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