Ep 423. The Warren Buffett Way: Mastering the Art of Capital Allocation
Focused Compounding
00:00
Arbitrage in Stock Prices and Henry Singleton Idea
The speakers discuss the concept of arbitrage in stock prices and how it relates to the Henry Singleton idea. They explain the drawbacks of using a low PE ratio for financing acquisitions and the benefits of finding something with a different PE ratio. They also touch on PR betrage from private markets to public markets and the current opportunities for using stock to roll up 'boring' businesses.
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