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Value After Hours S05 E27: Precautionary Principle; Value Spread Closes; Market and Economy Disagree

The Acquirers Podcast

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The Role of Price to Book in Natural Gas Equities

A recession could create a little bit more tightness in natural gas and it's bombed out. Men, you know, I'm going to sound like the anti-me here, but I like the idea of buying commodity companies on a price to book basis. Tyson, Tyson Foods makes some sense to me. It's just you kind of got to sit there until you get paid. They were. Now it's a lot of beef too, beef and pork. chicken got so consolidated that they got like they had an actual suit for the against the Sherman antitrust for price fixing and they lost. That's kind of crazy to think about. Not just market power, not just antitrust. Yeah,.

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