The Acquirers Podcast cover image

Value After Hours S04 E13: Graham's Take on Book Value, 10-2 Treasury Inversion, and Infinity

The Acquirers Podcast

00:00

Floe's Argument

I still think that it's the bet, like, the more distortion there is in the market. I'm trying to buy businesses that print cash for an do stuff. Just need to make sure the agency costs aren't there. So you just have to know kind of worr are. And and you kno, play, play your game. The flow's argument. Well, that's the floe's argument, going the other direction. We only hit the right price on the elevator up and down.

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