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Value After Hours S04 E06: Acquirers Multiple All-Time Spread, $ARKK Blow-up, The Red Queen

The Acquirers Podcast

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Is Deep Value the Only Way to Drive Returns in the Portfolio?

I think deep value is just about the only way that you can be able to go through it. I don't think you can rely on underlying growth in the business as the sort of drive returns in the portfolio, because i think that you get if you overpay for them. The longer you hold, the more return on equity matters for your expected return. It will matter materially over the next 20 to 30 years, what roes look like. Ah, so if anything, you kind of have to fade that a little bit... If history is any guide, but it's hard to imagine getting another bite of that apple,. We've seen taxes come down and we've seen intangibles

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