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Value After Hours S04 E28: Wide Value Spread, Einhorn on Value, Aggregate in Aggregate

The Acquirers Podcast

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Buying and Selling - Is That a Good Strategy?

Bicycle's value spread is at the 90 eighth per centile. It has been a little bit wider recently, but it still, it its sort of blown out again. When they're too cheap, selling ten, they get more expensive, rebalance the position down and re buy something else cheap. That's been a pretty good strategy for a long time. But if it closes as violently as it opened hend that should mean pretty good returns for value.

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