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Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

The Acquirers Podcast

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Is Buffett a Quality Factor in Real Estate?

I find it interesting how rarely Munger talks about valuation. It is like the very last output of his process. But, you know, Charlie probably would have been fairly successful in real estate. You get a little leverage in real estate and he clearly likes leverage. So he got he would have had a little leverage, but he's 75 LTV. That wasn't going up 20% a year like Berkshire was for decades.

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